Iron Triangle Partners LP
โขCIK: 1779763โขFiling: Q4 2025
**Iron Triangle Partners LP** manages $875M across a concentrated portfolio of 27 positions. The fund exhibits significant conviction in select names, with top holdings including CRL at $75.7M and ISRG at $53.5M. Further notable allocations include RGEN ($52.5M), MRX ($49.7M), and VCYT ($41.3M). This structure suggests a focused, high-conviction approach targeting established growth and technology sectors.
Total AUM
$874.7M
QoQ Performance
+24.4%
Positions
27
Top 10 Concentration
53.2%
Latest Filing
Q4 2025
Top Holdings Allocation
CRL
ISRG
RGEN
JAZZ
CRL8.7%
ISRG6.1%
RGEN6.0%
JAZZ5.7%
VCYT4.7%
BSX4.6%
WAT4.6%
B7S4.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other86.6%
Healthcare13.4%
๐ช Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW16 new positions
โ8 increased
โ3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023