Iron Triangle Partners Lp Top Holdings and 13F Report (2025) About Iron Triangle Partners LpInvestment ActivityIron Triangle Partners Lp has $908.44 million in total holdings as of December 31, 2024.Iron Triangle Partners Lp owns shares of 22 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 69.88% of the portfolio was purchased this quarter.About 50.60% of the portfolio was sold this quarter.This quarter, Iron Triangle Partners Lp has purchased 24 new stocks and bought additional shares in 6 stocks.Iron Triangle Partners Lp sold shares of 3 stocks and completely divested from 15 stocks this quarter.Largest Holdings UnitedHealth Group $111,643,302Agilent Technologies $80,110,435Globus Medical $69,808,315AbbVie $66,461,932Teva Pharmaceutical Industries $48,488,793 Largest New Holdings this Quarter UnitedHealth Group $111,643,302 HoldingAgilent Technologies $80,110,435 HoldingGlobus Medical $69,808,315 HoldingAbbVie $66,461,932 HoldingBoston Scientific $44,214,204 Holding Largest Purchases this Quarter UnitedHealth Group 220,700 shares (about $111.64M)Agilent Technologies 596,326 shares (about $80.11M)Globus Medical 844,013 shares (about $69.81M)AbbVie 374,012 shares (about $66.46M)Boston Scientific 495,009 shares (about $44.21M) Largest Sales this Quarter Medpace 102,842 shares (about $34.17M)Glaukos 67,674 shares (about $10.15M)Twist Bioscience 17,529 shares (about $814.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIron Triangle Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$111,643,302$111,643,302 ▲New Holding220,70012.3%MedicalAAgilent Technologies$80,110,435$80,110,435 ▲New Holding596,3268.8%MedicalGMEDGlobus Medical$69,808,315$69,808,315 ▲New Holding844,0137.7%MedicalABBVAbbVie$66,461,932$66,461,932 ▲New Holding374,0127.3%MedicalTEVATeva Pharmaceutical Industries$48,488,793$5,647,662 ▲13.2%2,200,0365.3%MedicalBSXBoston Scientific$44,214,204$44,214,204 ▲New Holding495,0094.9%MedicalNBIXNeurocrine Biosciences$43,433,618$43,433,618 ▲New Holding318,1954.8%MedicalNVSTEnvista$42,438,000$205,072 ▲0.5%2,200,0004.7%MedicalPODDInsulet$40,208,435$11,490,735 ▲40.0%154,0144.4%MedicalMMSIMerit Medical Systems$39,367,168$14,897,008 ▲60.9%407,0224.3%MedicalISRGIntuitive Surgical$39,147,000$1,565,358 ▲4.2%75,0004.3%MedicalDVADaVita$38,946,409$38,946,409 ▲New Holding260,4244.3%MedicalEXASExact Sciences$33,714,000$11,245,249 ▲50.0%600,0003.7%MedicalHQYHealthEquity$32,202,163$32,202,163 ▲New Holding335,6143.5%MedicalMEDPMedpace$29,900,700$34,167,198 ▼-53.3%90,0003.3%MedicalTWSTTwist Bioscience$22,885,127$814,573 ▼-3.4%492,4712.5%MedicalXBISPDR S&P Biotech ETF$22,515,000$22,515,000 ▲New Holding250,0002.5%ETFGKOSGlaukos$22,491,000$10,147,040 ▼-31.1%150,0002.5%MedicalCAHCardinal Health$21,998,457$21,998,457 ▲New Holding186,0022.4%MedicalARGXargenx$21,525,000$21,525,000 ▲New Holding35,0002.4%MedicalWAYSTAR HLDG CORP$20,254,473$20,254,473 ▲New Holding551,8932.2%COMDOCSDoximity$16,688,379$16,688,379 ▲New Holding312,5751.8%MedicalELANElanco Animal Health$0$73,258,193 ▼-100.0%00.0%MedicalILMNIllumina$0$57,380,400 ▼-100.0%00.0%MedicalTHCTenet Healthcare$0$51,345,828 ▼-100.0%00.0%MedicalACHCAcadia Healthcare$0$50,864,395 ▼-100.0%00.0%MedicalOSCROscar Health$0$34,188,590 ▼-100.0%00.0%FinanceDHRDanaher$0$30,582,200 ▼-100.0%00.0%MedicalAXSMAxsome Therapeutics$0$22,671,145 ▼-100.0%00.0%MedicalGERNGeron$0$15,213,540 ▼-100.0%00.0%MedicalSNYSanofi$0$15,084,134 ▼-100.0%00.0%MedicalBKDBrookdale Senior Living$0$14,921,555 ▼-100.0%00.0%MedicalINSMInsmed$0$13,140,000 ▼-100.0%00.0%MedicalACADACADIA Pharmaceuticals$0$11,535,000 ▼-100.0%00.0%MedicalMYGNMyriad Genetics$0$11,006,918 ▼-100.0%00.0%MedicalINDVIndivior$0$8,243,333 ▼-100.0%00.0%MedicalBICARA THERAPEUTICS INC$0$5,094,000 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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