Iron Triangle Partners LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IT Iron Triangle Partners LP | Institutional Filer | ▲ 24.37% | $874.7M | 27 |
Current Portfolio Holdings
Showing all 27 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CRL | Charles River Laboratories International, Inc. | Healthcare | 380K | $75.7M | 8.66% |
| 2 | ISRG | Intuitive Surgical, Inc. | Healthcare | 94K | $53.5M | 6.12% |
| 3 | RGEN | Repligen Corporation | Healthcare | 320K | $52.5M | 6.00% |
| 4 | JAZZ | Jazz Pharmaceuticals plc | Healthcare | 292K | $49.7M | 5.68% |
| 5 | VCYT | Veracyte, Inc. | Healthcare | 980K | $41.3M | 4.72% |
| 6 | BSX | Boston Scientific Corporation | Healthcare | 421K | $40.1M | 4.59% |
| 7 | WAT | Waters Corporation | Healthcare | 105K | $39.9M | 4.57% |
| 8 | BKD | Brookdale Senior Living Inc. | Healthcare | 3.5M | $37.7M | 4.31% |
| 9 | LLY | Eli Lilly and Company | Healthcare | 35K | $37.7M | 4.31% |
| 10 | BRKR | Bruker Corporation | Healthcare | 794K | $37.4M | 4.28% |
| 11 | VRTX | Vertex Pharmaceuticals Incorporated | Healthcare | 77K | $34.9M | 3.99% |
| 12 | CVS | CVS Health Corporation | Healthcare | 432K | $34.3M | 3.92% |
| 13 | FTRE | Fortrea Holdings Inc. | Healthcare | 2.0M | $34.3M | 3.92% |
| 14 | MMSI | Merit Medical Systems, Inc. | Healthcare | 386K | $34.0M | 3.89% |
| 15 | BTSG | BrightSpring Health Services, Inc. Common Stock | Healthcare | 897K | $33.6M | 3.84% |
Showing 1 to 15 of 27 holdings