We are live on ! Find out more
ITP

Iron Triangle Partners Portfolio holdings

AUM $875M
1-Year Est. Return 49.85%
This Fund
S&P 500
This Quarter Est. Return
+11.04%
1 Year Est. Return
+49.85%
3 Year Est. Return
+151.9%
5 Year Est. Return
+239.84%
10 Year Est. Return
–
AUM
$703M
AUM Growth
+$52.1M
Cap. Flow
+$576K
Cap. Flow %
0.08%
Top 10 Hldgs %
59.04%
Holding
37
New
10
Increased
10
Reduced
5
Closed
12

Top Buys

Rank Stock Value
1
DXCM icon
DexCom
DXCM
+$67.3M
2
LLY icon
Eli Lilly
LLY
+$36.9M
3
RGEN icon
Repligen
RGEN
+$32.8M
4
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$21.8M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$18M

Top Sells

Rank Stock Value
1
MMSI icon
Merit Medical Systems
MMSI
+$36.7M
2
ICLR icon
Icon
ICLR
+$36.4M
3
ISRG icon
Intuitive Surgical
ISRG
+$32.6M
4
HCA icon
HCA Healthcare
HCA
+$30.6M
5
PODD icon
Insulet
PODD
+$21.4M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALNY icon
26
Alnylam Pharmaceuticals
ALNY
$37.2B
– –
-29,339
Closed -$9.57M
EHAB
27
DELISTED
Enhabit
EHAB
– –
-1,027,972
Closed -$9.91M
HCA icon
28
HCA Healthcare
HCA
$86.4B
– –
-80,000
Closed -$30.6M
ICLR icon
29
Icon
ICLR
$13B
– –
-250,000
Closed -$36.4M
INSM icon
30
Insmed
INSM
$22.7B
– –
-70,000
Closed -$7.04M
ISRG icon
31
Intuitive Surgical
ISRG
$128B
– –
-60,000
Closed -$32.6M
MMSI icon
32
Merit Medical Systems
MMSI
$4.54B
– –
-392,783
Closed -$36.7M
NVST icon
33
Envista
NVST
$4.34B
– –
-620,000
Closed -$12.1M
OSCR icon
34
PUT
Oscar Health
OSCR
$8.54B
– –
-900,000
Closed -$19.3M
PODD icon
35
Insulet
PODD
$11.4B
– –
-68,041
Closed -$21.4M
TWST icon
36
Twist Bioscience
TWST
$5.39B
– –
-424,355
Closed -$15.6M
ONC
37
BeOne Medicines Ltd
ONC
$33.8B
– –
-60,000
Closed -$14.5M
1
2

Similar funds

8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
GGI
Galaxy Group Investments New York $843M AUM 47.48% 1-Year Est. Return
WFAL
Wedbush Fund Advisers, LLC Pasadena, California $967M AUM
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Iron Triangle Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Iron Triangle Partners held 37 positions worth $703M, up 8% from $651M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Iron Triangle Partners's Q3 2025 filing shows 10 new, 10 increased, 5 reduced and 12 closed positions. Its largest new stake was DexCom: 850,000 shares worth $57.2M. The largest sale was Merit Medical Systems, an estimated $36.7M.

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

  • Iron Triangle Partners's largest Q3 2025 buy was DexCom: 850,000 shares worth $57.2M.
  • Iron Triangle Partners added most to Exact Sciences in Q3 2025, an estimated $9.99M increase.
  • Iron Triangle Partners's biggest Q3 2025 reduction was Doximity, cutting an estimated $17M.
  • Iron Triangle Partners fully exited Merit Medical Systems in Q3 2025, selling an estimated $36.7M.
  • Iron Triangle Partners's ten largest holdings make up 59% of its $703M portfolio in Q3 2025.
  • Iron Triangle Partners opened 10 new positions and closed 12 in Q3 2025.
  • Iron Triangle Partners's portfolio value rose 8% quarter-over-quarter to $703M.

Based on Iron Triangle Partners's 13F filing for Q3 2025, filed 14 Nov 2025.