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ITP

Iron Triangle Partners Portfolio holdings

AUM $875M
1-Year Est. Return 49.85%
This Fund
S&P 500
This Quarter Est. Return
+6.44%
1 Year Est. Return
+49.85%
3 Year Est. Return
+151.9%
5 Year Est. Return
+239.84%
10 Year Est. Return
–
AUM
$651M
AUM Growth
+$16.8M
Cap. Flow
-$34.8M
Cap. Flow %
-5.34%
Top 10 Hldgs %
58.39%
Holding
37
New
10
Increased
7
Reduced
10
Closed
10

Top Buys

Rank Stock Value
1
CVS icon
CVS Health
CVS
+$49.2M
2
CRL icon
Charles River Laboratories
CRL
+$42.7M
3
ICLR icon
Icon
ICLR
+$35.5M
4
MDT icon
Medtronic
MDT
+$33.9M
5
HCA icon
HCA Healthcare
HCA
+$28.8M

Top Sells

Rank Stock Value
1
DVA icon
DaVita
DVA
+$48.9M
2
TEVA icon
Teva Pharmaceuticals
TEVA
+$34.1M
3
BSX icon
Boston Scientific
BSX
+$33.5M
4
GMED icon
Globus Medical
GMED
+$31.6M
5
CAH icon
Cardinal Health
CAH
+$28.9M

Sector Composition

Rank Sector Weight
1 Healthcare 97.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARGX icon
26
argenx
ARGX
$55.6B
$8.58M 1.32%
15,567
-12,307
-44% -$7.14M
INSM icon
27
Insmed
INSM
$22.7B
$7.04M 1.08%
+70,000
New +$5.35M
A icon
28
Agilent Technologies
A
$38.9B
– –
-208,438
Closed -$24.4M
AZN icon
29
AstraZeneca
AZN
$263B
– –
-188,165
Closed -$27.7M
BSX icon
30
Boston Scientific
BSX
$67.6B
– –
-332,167
Closed -$33.5M
DVA icon
31
DaVita
DVA
$15.2B
– –
-319,566
Closed -$48.9M
GMED icon
32
Globus Medical
GMED
$10.6B
– –
-431,221
Closed -$31.6M
JAZZ icon
33
Jazz Pharmaceuticals
JAZZ
$16B
– –
-130,000
Closed -$16.1M
NBIX icon
34
Neurocrine Biosciences
NBIX
$17.7B
– –
-146,836
Closed -$16.2M
TECH icon
35
Bio-Techne
TECH
$11.2B
– –
-250,000
Closed -$14.7M
TEVA icon
36
Teva Pharmaceuticals
TEVA
$36.2B
– –
-2,217,730
Closed -$34.1M
TXG icon
37
10x Genomics
TXG
$5.83B
– –
-1,000,000
Closed -$8.73M
1
2

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Iron Triangle Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Iron Triangle Partners held 37 positions worth $651M, up 2.6% from $634M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Iron Triangle Partners withdrew a net $34.8M in Q2 2025, closing 10 positions and reducing 10 holdings. Its most notable exit was DaVita, an estimated $48.9M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 97% of assets, down from 100% a quarter earlier.

Against the trend, Iron Triangle Partners opened a new position in CVS Health worth $51.7M.

  • Iron Triangle Partners's largest Q2 2025 buy was CVS Health: 750,000 shares worth $51.7M.
  • Iron Triangle Partners added most to Intuitive Surgical in Q2 2025, an estimated $15.7M increase.
  • Iron Triangle Partners's biggest Q2 2025 reduction was Cardinal Health, cutting an estimated $28.9M.
  • Iron Triangle Partners fully exited DaVita in Q2 2025, selling an estimated $48.9M.
  • Iron Triangle Partners's ten largest holdings make up 58% of its $651M portfolio in Q2 2025.
  • Iron Triangle Partners opened 10 new positions and closed 10 in Q2 2025.
  • Iron Triangle Partners's portfolio value rose 2.6% quarter-over-quarter to $651M.

Based on Iron Triangle Partners's 13F filing for Q2 2025, filed 14 Aug 2025.