Iron Triangle Partners LP
Top Portfolio Positions
27 positions ·
$874,680,134 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CRL |
Charles River Laboratories International, Inc.
Healthcare
|
379,728 | $75,748,141 | 8.66% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
94,459 | $53,497,799 | 6.12% | |
| RGEN |
Repligen Corp
Healthcare
|
320,474 | $52,512,869 | 6.00% | |
| JAZZ |
Jazz Pharmaceuticals plc
Healthcare
|
292,170 | $49,668,900 | 5.68% | |
| VCYT |
Veracyte, Inc.
Healthcare
|
980,391 | $41,274,461 | 4.72% | |
| BSX |
Boston Scientific Corp
Healthcare
|
420,773 | $40,120,705 | 4.59% | |
| WAT |
Waters Corp /De/
Healthcare
|
105,167 | $39,945,581 | 4.57% | |
| BKD |
Brookdale Senior Living Inc.
Healthcare
|
3,491,663 | $37,675,043 | 4.31% | |
| LLY |
ELI LILLY & Co
Healthcare
|
35,045 | $37,662,164 | 4.31% | |
| BRKR |
Bruker Corp
Healthcare
|
794,380 | $37,423,241 | 4.28% |
Portfolio Trend
24 quarters · across all stocks
Holdings in AHCO
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $25,985,669 | 2,609,003 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,220,981 | 1,924,132 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,105,779 | 1,920,019 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,496,247 | 1,614,045 | Shares | Sole | 2025-05-15 | |
| 2021-12-31 | $17,122,000 | 700,000 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||