StockDriftsStockDriftsTop 27 Iron Triangle Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRL | CHARLES RIV LABS INTL INC | 8.66% | 379.7K | $75.7M | +41.69%(+111.73K) | $160.80(+12.29%) | 2025-12-31 | |
| ISRG | INTUITIVE SURGICAL INC | 6.12% | 94.5K | $53.5M | new | $436.17(+7.38%) | 2025-12-31 | |
| RGEN | REPLIGEN CORP | 6% | 320.5K | $52.5M | +18.69%(+50.47K) | $132.13(-0.15%) | 2025-12-31 | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 5.68% | 292.2K | $49.7M | +94.78%(+142.17K) | $136.59(+45.93%) | 2025-12-31 | |
| VCYT | VERACYTE INC | 4.72% | 980.4K | $41.3M | +102.14%(+495.39K) | $34.49(-1.30%) | 2025-12-31 | |
| BSX | BOSTON SCIENTIFIC CORP | 4.59% | 420.8K | $40.1M | new | $61.15(+5.65%) | 2025-12-31 | |
| WAT | WATERS CORP | 4.57% | 105.2K | $39.9M | new | $339.82(-4.01%) | 2025-12-31 | |
| BKD | BROOKDALE SR LIVING INC | 4.31% | 3.49M | $37.7M | +23.02%(+653.30K) | $6.20(+126.96%) | 2025-12-31 | |
| LLY | ELI LILLY & CO | 4.31% | 35.0K | $37.7M | -29.28%(-14.51K) | $771.27(+17.34%) | 2025-12-31 | |
| BRKR | BRUKER CORP | 4.28% | 794.4K | $37.4M | new | $39.80(-0.80%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.91% | +22.19% |
| Top 20 Holdings Unweighted | +7.35% | +23.72% |
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