The Analysis of Iron Triangle Partners LP's Holdings
Currently, Iron Triangle Partners LP holds 25 types of securities in its portfolio with a total value $703.3M. In the most recent quarter, they have increased their positions in DXCM (+850.0K shares, valued at $57.2M), LLY (+49.6K shares, valued at $37.8M), RGEN (+270.0K shares, valued at $36.1M); decreased their positions in DOCS (-261.3K shares, valued at $19.1M), ABBV (-49.7K shares, valued at $11.5M), THC (-52.6K shares, valued at $10.7M); initiated new positions in DXCM (+850.0K shares, valued at $57.2M), LLY (+49.6K shares, valued at $37.8M), RGEN (+270.0K shares, valued at $36.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CVS CVS HEALTH CORP797.9K shares6.39%2025-09-302025-11-14
DXCM DEXCOM INC850.0K sharesnew addition2025-09-302025-11-14 ABBV ABBVIE INC200.3K shares-19.87%2025-09-302025-11-14 MDT MEDTRONIC PLC453.3K shares13.34%2025-09-302025-11-14 CRL CHARLES RIV LABS INTL INC268.0K shares-16.25%2025-09-302025-11-14 LLY ELI LILLY & CO49.6K sharesnew addition2025-09-302025-11-14 BTSG BRIGHTSPRING HEALTH SVCS INC1.2M shares3.21%2025-09-302025-11-14 RGEN REPLIGEN CORP270.0K sharesnew addition2025-09-302025-11-14 GKOS GLAUKOS CORP342.8K shares26.42%2025-09-302025-11-14 THC TENET HEALTHCARE CORP137.4K shares-27.66%2025-09-302025-11-14 EXAS EXACT SCIENCES CORP500.0K shares66.67%2025-09-302025-11-14 ADPT ADAPTIVE BIOTECHNOLOGIES COR1.8M shares21.73%2025-09-302025-11-14 MDGL MADRIGAL PHARMACEUTICALS INC58.4K sharesnew addition2025-09-302025-11-14 GH GUARDANT HEALTH INC400.0K shares33.33%2025-09-302025-11-14 BKD BROOKDALE SR LIVING INC2.8M shares66.96%2025-09-302025-11-14 CAH CARDINAL HEALTH INC138.0K shares31.12%2025-09-302025-11-14 JAZZ JAZZ PHARMACEUTICALS PLC150.0K sharesnew addition2025-09-302025-11-14 NBIX NEUROCRINE BIOSCIENCES INC131.4K sharesnew addition2025-09-302025-11-14 WST WEST PHARMACEUTICAL SVSC INC70.0K sharesnew addition2025-09-302025-11-14 AHCO ADAPTHEALTH CORP1.9M shares0.21%2025-09-302025-11-14 VCYT VERACYTE INC485.0K sharesnew addition2025-09-302025-11-14 FOLD AMICUS THERAPEUTICS INC2.0M sharesnew addition2025-09-302025-11-14 DOCS DOXIMITY INC210.0K shares-55.44%2025-09-302025-11-14 IDYA IDEAYA BIOSCIENCES INC270.0K sharesnew addition2025-09-302025-11-14 ARGX ARGENX SE9.9K shares-36.40%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available