13F Filings History of Iron Triangle Partners LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$874,680,144
Signature - Title
Michael O'Brien - Chief Operating Officer
Location
Cos Cob, CT
Summary
This page shows a list of all the recent 13F filings made by Iron Triangle Partners LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Iron Triangle Partners LP reported 27 stock holdings with total value $874,680,144 as of Q4 2025. Top holdings included CRL, ISRG, RGEN, JAZZ, and VCYT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 27 $874,680,144 +$557,045,244 -$447,657,704 +$109,387,540 CRL, ISRG, RGEN, JAZZ, VCYT 13F-HR 17 Feb 2026, 10:51
Q3 2025 25 $703,275,733 +$306,526,625 -$280,082,950 +$26,443,675 CVS, DXCM, ABBV, MDT, CRL 13F-HR 14 Nov 2025, 09:20
Q2 2025 26 $631,892,046 +$328,148,167 -$367,782,874 -$39,634,707 CVS, CRL, ABBV, MMSI, ICLR 13F-HR 14 Aug 2025, 10:50
Q1 2025 27 $634,382,496 +$249,463,159 -$448,301,820 -$198,838,661 DVA, CAH, ABBV, TEVA, BSX 13F-HR 15 May 2025, 08:23
Q4 2024 22 $857,855,910 +$584,266,770 -$449,028,357 +$135,238,413 A, GMED, ABBV, UNH, TEVA 13F-HR 14 Feb 2025, 08:52
Q3 2024 24 $711,177,237 +$372,652,832 -$653,777,158 -$281,124,326 MEDP, ELAN, ILMN, THC, ACHC 13F-HR 14 Nov 2024, 09:28
Q2 2024 24 $954,003,087 +$438,750,048 -$434,143,165 +$4,606,883 EW, DXCM, GKOS, ACHC, ISRG 13F-HR 14 Aug 2024, 16:07
Q1 2024 28 $966,393,283 +$491,762,078 -$360,967,151 +$130,794,927 ACHC, DXCM, ICLR, ABBV, ISRG 13F-HR 15 May 2024, 10:26
Q4 2023 26 $772,918,246 +$272,546,926 -$261,802,472 +$10,744,454 ACHC, UHS, ICLR, ELAN, IDXX 13F-HR 14 Feb 2024, 16:41
Q3 2023 23 $684,245,600 +$276,202,108 -$252,811,443 +$23,390,665 UHS, ACHC, DXCM, UTHR, ISRG 13F-HR 14 Nov 2023, 09:46
Q2 2023 22 $729,594,527 +$349,957,376 -$351,349,505 -$1,392,129 ICLR, UHS, ABBV, EXAS, BSX 13F-HR 14 Aug 2023, 09:34
Q1 2023 27 $693,199,272 +$364,452,194 -$251,225,041 +$113,227,153 SNY, ABBV, ICLR, DXCM, UNH 13F-HR 15 May 2023, 09:51
Q4 2022 26 $557,757,876 +$253,130,614 -$317,389,726 -$64,259,112 ICLR, CRL, UHS, COO, SGRY 13F-HR 14 Feb 2023, 10:54
Q3 2022 27 $572,018,000 +$240,563,697 -$309,298,424 -$68,734,727 CRL, CI, NBIX, SNY, HQY 13F-HR 14 Nov 2022, 09:49
Q2 2022 24 $620,252,000 +$353,364,222 -$467,546,552 -$114,182,330 ABBV, HUM, RGEN, GH, BSX 13F-HR 15 Aug 2022, 10:50
Q1 2022 28 $840,747,000 +$352,432,566 -$182,907,944 +$169,524,622 ICLR, HZNP, GH, UNH, CTLT 13F-HR 16 May 2022, 10:43
Q4 2021 25 $717,680,000 +$304,939,397 -$297,705,771 +$7,233,626 DVA, NVST, GH, CTLT, ACHC 13F-HR 14 Feb 2022, 17:27
Q3 2021 26 $696,776,000 +$237,677,229 -$529,717,729 -$292,040,500 HZNP, NVST, HUM, NVRO, HOLX 13F-HR 15 Nov 2021, 13:42
Q2 2021 26 $970,811,000 +$440,901,911 -$286,043,216 +$154,858,695 HUM, CTLT, MOH, ABBV, WAT 13F-HR 16 Aug 2021, 10:04
Q1 2021 27 $786,489,000 +$264,720,168 -$257,019,817 +$7,700,351 EHC, UNH, ZBH, MOH, HZNP 13F-HR 17 May 2021, 09:29
Q4 2020 25 $712,669,000 +$366,741,383 -$194,862,673 +$171,878,710 EXAS, ZBH, HZNP, UNH, HCA 13F-HR 16 Feb 2021, 16:12
Q3 2020 25 $447,488,000 +$110,671,626 -$125,700,286 -$15,028,660 EHC, ZBH, CRL, HZNP, CTLT 13F-HR 16 Nov 2020, 10:02
Q2 2020 23 $385,318,000 +$151,957,824 -$71,505,892 +$80,451,932 EHC, HOLX, BAX, HZNP, CRL 13F-HR 14 Aug 2020, 11:25
Q1 2020 26 $258,514,000 +$102,183,447 -$168,018,017 -$65,834,570 EHC, BSX, HZNP, NVRO, BMY 13F-HR 15 May 2020, 09:42
Q4 2019 22 $362,652,000 $0 $0 $0 BSX, ZBH, EHC, ILMN, HCA 13F-HR 14 Feb 2020, 09:25