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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
-$48.2M
Cap. Flow %
-7.4%
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 Pharmaceutical Industries Limited
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%
2 Miscellaneous 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVS icon
1
CVS Health
CVS
$115B
$51.7M 7.94%
+750,000
New +$49.2M
CRL icon
2
Charles River Laboratories
CRL
$13.4B
$48.6M 7.46%
+320,000
New +$42.7M
ABBV icon
3
AbbVie
ABBV
$467B
$46.4M 7.13%
249,997
+57,178
+30% +$10.6M
MMSI icon
4
Merit Medical Systems
MMSI
$5.11B
$36.7M 5.64%
392,783
+163,045
+71% +$15.4M
ICLR icon
5
Icon
ICLR
$13.1B
$36.4M 5.58%
+250,000
New +$35.5M
MDT icon
6
Medtronic
MDT
$119B
$34.9M 5.35%
+400,000
New +$33.9M
THC icon
7
Tenet Healthcare
THC
$21.1B
$33.4M 5.14%
190,000
-19,454
-9% -$2.93M
ISRG icon
8
Intuitive Surgical
ISRG
$135B
$32.6M 5.01%
60,000
+30,000
+100% +$15.7M
HCA icon
9
HCA Healthcare
HCA
$92.9B
$30.6M 4.71%
+80,000
New +$28.8M
DOCS icon
10
Doximity
DOCS
$4.74B
$28.9M 4.44%
471,300
+111,300
+31% +$6.21M
BTSG icon
11
BrightSpring Health Services
BTSG
$11.2B
$28.3M 4.35%
1,200,000
+477,659
+66% +$9.96M
GKOS icon
12
Glaukos
GKOS
$9.52B
$28M 4.3%
+271,163
New +$25.4M
PODD icon
13
Insulet
PODD
$9.82B
$21.4M 3.28%
68,041
-37,988
-36% -$11M
OSCR icon
14
PUT
Oscar Health
OSCR
$9.87B
$19.3M 2.96%
+900,000
New +$13.4M
AHCO icon
15
AdaptHealth
AHCO
$768M
$18.1M 2.78%
1,920,019
+305,974
+19% +$2.7M
CAH icon
16
Cardinal Health
CAH
$52.6B
$17.7M 2.72%
105,257
-194,743
-65% -$28.9M
ADPT icon
17
Adaptive Biotechnologies
ADPT
$4.56B
$17.4M 2.68%
1,495,883
-638,178
-30% -$5.8M
EXAS
18
DELISTED
Exact Sciences
EXAS
$15.9M 2.45%
+300,000
New +$15.2M
TWST icon
19
Twist Bioscience
TWST
$10.3B
$15.6M 2.4%
424,355
+442
+0.1% +$15.3K
GH icon
20
Guardant Health
GH
$24.6B
$15.6M 2.4%
300,000
-300,867
-50% -$13.4M
ONC
21
BeOne Medicines Ltd
ONC
$40B
$14.5M 2.23%
60,000
-37,840
-39% -$9.28M
NVST icon
22
Envista
NVST
$3.81B
$12.1M 1.86%
620,000
-612,798
-50% -$10.7M
BKD icon
23
Brookdale Senior Living
BKD
$2.77B
$11.8M 1.82%
+1,700,000
New +$11.1M
EHAB
24
DELISTED
Enhabit
EHAB
$9.91M 1.52%
1,027,972
-112,028
-10% -$1.03M
ALNY icon
25
Alnylam Pharmaceuticals
ALNY
$32.9B
$9.57M 1.47%
29,339
-36,070
-55% -$9.98M
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 $48.2M 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, followed by Miscellaneous.

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.