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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
+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
CVS icon
1
CVS Health
CVS
$137B
$60.2M 8.55%
797,900
+47,900
+6% +$3.28M
DXCM icon
2
DexCom
DXCM
$28.3B
$57.2M 8.13%
+850,000
New +$67.3M
ABBV icon
3
AbbVie
ABBV
$454B
$46.4M 6.6%
200,326
-49,671
-20% -$10.1M
MDT icon
4
Medtronic
MDT
$108B
$43.2M 6.14%
453,347
+53,347
+13% +$4.9M
CRL icon
5
Charles River Laboratories
CRL
$10.8B
$41.9M 5.96%
268,000
-52,000
-16% -$8.26M
LLY icon
6
Eli Lilly
LLY
$1.07T
$37.8M 5.38%
+49,555
New +$36.9M
BTSG icon
7
BrightSpring Health Services
BTSG
$14.1B
$36.6M 5.21%
1,238,520
+38,520
+3% +$895K
RGEN icon
8
Repligen
RGEN
$7.39B
$36.1M 5.13%
+270,000
New +$32.8M
GKOS icon
9
Glaukos
GKOS
$8.92B
$28M 3.98%
342,804
+71,641
+26% +$6.58M
THC icon
10
Tenet Healthcare
THC
$21B
$27.9M 3.97%
137,448
-52,552
-28% -$9.32M
EXAS
11
DELISTED
Exact Sciences
EXAS
$27.4M 3.89%
500,000
+200,000
+67% +$9.99M
ADPT icon
12
Adaptive Biotechnologies
ADPT
$3.61B
$27.2M 3.87%
1,820,915
+325,032
+22% +$3.96M
MDGL icon
13
Madrigal Pharmaceuticals
MDGL
$12.7B
$26.8M 3.81%
+58,378
New +$21.8M
GH icon
14
Guardant Health
GH
$19.3B
$25M 3.55%
400,000
+100,000
+33% +$5.44M
BKD icon
15
Brookdale Senior Living
BKD
$3.69B
$24M 3.42%
2,838,361
+1,138,361
+67% +$8.67M
CAH icon
16
Cardinal Health
CAH
$53.7B
$21.7M 3.08%
138,011
+32,754
+31% +$5.06M
JAZZ icon
17
Jazz Pharmaceuticals
JAZZ
$16B
$19.8M 2.81%
+150,000
New +$18M
NBIX icon
18
Neurocrine Biosciences
NBIX
$17.7B
$18.4M 2.62%
+131,390
New +$17.8M
WST icon
19
West Pharmaceutical
WST
$23.3B
$18.4M 2.61%
+70,000
New +$17M
AHCO icon
20
AdaptHealth
AHCO
$1.49B
$17.2M 2.45%
1,924,132
+4,113
+0.2% +$38.1K
VCYT icon
21
Veracyte
VCYT
$4.44B
$16.7M 2.37%
+485,000
New +$13.9M
FOLD
22
DELISTED
Amicus Therapeutics
FOLD
$15.5M 2.21%
+1,971,260
New +$14M
DOCS icon
23
Doximity
DOCS
$3.77B
$15.4M 2.18%
210,000
-261,300
-55% -$17M
IDYA icon
24
IDEAYA Biosciences
IDYA
$3.54B
$7.35M 1.04%
+270,000
New +$6.53M
ARGX icon
25
argenx
ARGX
$55.6B
$7.3M 1.04%
9,900
-5,667
-36% -$3.74M
1
2

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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.