Iron Triangle Partners LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CHARLES RIVER LABS INTL INC | $75.75M | 8.7% |
| Intuitive Surgical Inc | $53.50M | 6.1% |
| REPLIGEN CORP | $52.51M | 6.0% |
| Jazz Pharmaceuticals PLC | $49.67M | 5.7% |
| VERACYTE INC | $41.27M | 4.7% |
| BOSTON SCIENTIFIC CORP | $40.12M | 4.6% |
| Waters Corp | $39.95M | 4.6% |
| Brookdale Senior Living Inc. | $37.68M | 4.3% |
| ELI LILLY & Co | $37.66M | 4.3% |
| BRUKER CORP | $37.42M | 4.3% |
| VERTEX PHARMACEUTICALS INC / MA | $34.87M | 4.0% |
| CVS HEALTH Corp | $34.32M | 3.9% |
| Fortrea Holdings Inc. | $34.26M | 3.9% |
| MERIT MEDICAL SYSTEMS INC | $33.99M | 3.9% |
| BrightSpring Health Services, Inc. | $33.61M | 3.8% |
| Doximity, Inc. | $30.40M | 3.5% |
| BIO-TECHNE Corp | $27.49M | 3.1% |
| Alphatec Holdings, Inc.ATEC | $27.05M | 3.1% |
| AdaptHealth Corp. | $25.99M | 3.0% |
| Envista Holdings Corp | $25.76M | 2.9% |
| UNITEDHEALTH GROUP INC | $23.15M | 2.6% |
| ABBOTT LABORATORIES | $21.97M | 2.5% |
| IDEAYA BIOSCIENCES, INC. | $16.16M | 1.8% |
| Biohaven Ltd. | $10.82M | 1.2% |
| Xenon Pharmaceuticals Inc. | $10.47M | 1.2% |
| Dianthus Therapeutics, Inc. | $9.51M | 1.1% |
| MINERALYS THERAPEUTICS INCMLYS | $9.33M | 1.1% |