Iron Triangle Partners LP Purchases and Sells in Q1 2025

Iron Triangle Partners LP

$617 Million
Q1 2025

Top Buys

Incresed Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAH	114K + 61.29%	$118.02 - $137.77 $13.5M - $15.7M	300K $41.3M
DVA	59.1K + 22.71%	$140.0 - $177.35 $8.28M - $10.5M	320K $48.9M
DOCS	47.4K + 15.17%	$49.71 - $83.14 $2.36M - $3.94M	360K $20.9M
TEVA	17.7K + 0.8%	$14.67 - $22.01 $260K - $389K	2.22M $34.1M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
THC	209K New	$119.51 - $144.98 $25M - $30.4M	209K $28.2M
AZN	376K New	$65.37 - $77.96 $24.6M - $29.3M	376K $27.7M
GH	601K New	$31.77 - $49.94 $19.1M - $30M	601K $25.6M
BGNE	97.8K New	$175.1 - $226.71 $17.1M - $22.2M	97.8K $22.2M
ALNY	65.4K New	$233.07 - $290.7 $15.2M - $19M	65.4K $17.7M
AHCO	1.61M New	$8.45 - $11.38 $13.6M - $18.4M	1.61M $17.5M

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
A	-388K - 65.05%	$116.69 - $152.6 $45.3M - $59.2M	208K $24.4M
GMED	-413K - 48.91%	$69.68 - $93.32 $28.8M - $38.5M	431K $31.6M
NBIX	-171K - 53.85%	$107.22 - $153.29 $18.4M - $26.3M	147K $16.2M
ABBV	-181K - 48.45%	$169.2 - $216.66 $30.7M - $39.3M	193K $40.4M
ISRG	-45K - 60.0%	$476.63 - $610.45 $21.4M - $27.5M	30K $14.9M
NVST	-967K - 43.96%	$16.25 - $22.15 $15.7M - $21.4M	1.23M $21.3M

Activity Summary All Purchases 16 New Holdings 12 Increased Positions 4 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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