Slate Path Capital’s iRhythm Holdings IRTC Stock Holding History

Slate Path Capital’s Portfolio IRTC Stock Details IRTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-365,400	Closed	-$38.3M	–	51
2025 Q1	$38.3M	Sell	365,400 -145,100	-28%	-$15.4M	0.69%	41
2024 Q4	$46M	Hold	510,500	–	–	0.83%	37
2024 Q3	$37.9M	Hold	510,500	–	–	0.58%	44
2024 Q2	$55M	Hold	510,500	–	–	1.05%	35
2024 Q1	$59.2M	Sell	510,500 -336,400	-40%	-$37.8M	1.17%	33
2023 Q4	$90.7M	Sell	846,900 -21,800	-3%	-$1.9M	2.01%	22
2023 Q3	$81.9M	Buy	868,700 +293,700	+51%	+$29.9M	2.28%	18
2023 Q2	$60M	Buy	575,000 +90,000	+19%	+$10.8M	2.19%	20
2023 Q1	$60.2M	Buy	485,000 +135,000	+39%	+$14.6M	2.83%	15
2022 Q4	$32.8M	Buy	+350,000	New	+$38.1M	1.76%	17

Other funds holding IRTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Slate Path Capital's IRTC Position: Q2 2025 in Review

Slate Path Capital sold out of iRhythm Holdings (IRTC) in Q2 2025, closing a stake of 365,400 shares — an estimated $38.3M sold.

Slate Path Capital first reported a position in IRTC in Q4 2022 and held it in 10 quarters. The position peaked at $90.7M in Q4 2023. 303 funds tracked by Wall St. Rank hold IRTC as of Q2 2025.

Slate Path Capital reported no remaining iRhythm Holdings position as of Q2 2025 after selling out during the quarter.
Slate Path Capital sold 365,400 iRhythm Holdings shares in Q2 2025, an estimated $38.3M.
Slate Path Capital first reported a position in iRhythm Holdings in Q4 2022 and held it in 10 quarters.
Slate Path Capital's iRhythm Holdings position peaked at $90.7M in Q4 2023.
303 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2025.

Based on Slate Path Capital's 13F filing for Q2 2025, filed 14 Aug 2025.