Iron Triangle Partners as of March 31, 2025
Portfolio Holdings for Iron Triangle Partners
Iron Triangle Partners holds 27 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DaVita (DVA) | 7.7 | $49M | 320k | 152.97 | |
| Cardinal Health (CAH) | 6.5 | $41M | 300k | 137.77 | |
| Abbvie (ABBV) | 6.4 | $40M | 193k | 209.52 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 5.4 | $34M | 2.2M | 15.37 | |
| Boston Scientific Corporation (BSX) | 5.3 | $34M | 332k | 100.88 | |
| Globus Med Cl A (GMED) | 5.0 | $32M | 431k | 73.20 | |
| Tenet Healthcare Corp Com New (THC) | 4.4 | $28M | 210k | 134.50 | |
| Insulet Corporation (PODD) | 4.4 | $28M | 106k | 262.61 | |
| Astrazeneca Sponsored Adr (AZN) | 4.4 | $28M | 376k | 73.50 | |
| Beigene Sponsored Ads (ONC) | 4.2 | $27M | 98k | 272.17 | |
| Guardant Health (GH) | 4.0 | $26M | 601k | 42.60 | |
| Agilent Technologies Inc C ommon (A) | 3.8 | $24M | 208k | 116.98 | |
| Merit Medical Systems (MMSI) | 3.8 | $24M | 230k | 105.71 | |
| Envista Hldgs Corp (NVST) | 3.4 | $21M | 1.2M | 17.26 | |
| Doximity Cl A (DOCS) | 3.3 | $21M | 360k | 58.03 | |
| Alnylam Pharmaceuticals (ALNY) | 2.8 | $18M | 65k | 270.02 | |
| Adapthealth Corp Common Stock (AHCO) | 2.8 | $18M | 1.6M | 10.84 | |
| Twist Bioscience Corp (TWST) | 2.6 | $17M | 424k | 39.26 | |
| Argenx Se Sponsored Adr (ARGX) | 2.6 | $17M | 28k | 591.87 | |
| Neurocrine Biosciences (NBIX) | 2.6 | $16M | 147k | 110.60 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 2.5 | $16M | 130k | 124.15 | |
| Adaptive Biotechnologies Cor (ADPT) | 2.5 | $16M | 2.1M | 7.43 | |
| Intuitive Surgical Com New (ISRG) | 2.3 | $15M | 30k | 495.27 | |
| Bio-techne Corporation (TECH) | 2.3 | $15M | 250k | 58.63 | |
| Brightspring Health Svcs (BTSG) | 2.1 | $13M | 722k | 18.09 | |
| Enhabit Ord (EHAB) | 1.6 | $10M | 1.1M | 8.79 | |
| 10x Genomics Cl A Com (TXG) | 1.4 | $8.7M | 1.0M | 8.73 |
