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Iron Triangle Partners LP · 13F 持仓分析
期权收益计算器 机构排行

Iron Triangle Partners LP

No.3021 数据截至 2025Q4
最新持仓市值 (Q4 2025)
$8.75亿
环比变动 Q3 2025
+$1.71亿+24.4%
持仓股票数
27
新买入
16
加仓
8
减仓
3
清仓
14
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q4 2025 市值Q4 2025 股数上季度市值上季度股数股数变动操作
CCHARLES RIV LABS INTLCRL
8.66%5.96%$7,574.8万38.0万股$4,193.1万26.8万股+11.2万股+41.69%加仓
直觉外科ISRG
6.12%$5,349.8万9.4万股$00股+9.4万股新买入
RREPLIGENRGEN
6%5.13%$5,251.3万32.0万股$3,609.1万27.0万股+5.0万股+18.69%加仓
爵士制药JAZZ
5.68%2.81%$4,966.9万29.2万股$1,977.0万15.0万股+14.2万股+94.78%加仓
VVERACYTEVCYT
4.72%2.37%$4,127.4万98.0万股$1,665.0万48.5万股+49.5万股+102.14%加仓
BOSTON SCIENTIFIC COMBSX
4.59%$4,012.1万42.1万股$00股+42.1万股新买入
沃特世WAT
4.57%$3,994.6万10.5万股$00股+10.5万股新买入
BBROOKDALE SR LIVINGBKD
4.31%3.42%$3,767.5万349.2万股$2,404.1万283.8万股+65.3万股+23.02%加仓
礼来LLY
4.31%5.38%$3,766.2万3.5万股$3,781.0万5.0万股-1.5万股-29.28%减仓
布鲁克BRKR
4.28%$3,742.3万79.4万股$00股+79.4万股新买入
福泰制药VRTX
3.99%$3,486.8万7.7万股$00股+7.7万股新买入
CVS健康CVS
3.92%8.55%$3,432.0万43.2万股$6,015.4万79.8万股-36.5万股-45.80%减仓
FORTREAFTRE
3.92%$3,426.4万198.6万股$00股+198.6万股新买入
MMERIT MED SYSMMSI
3.89%$3,399.2万38.6万股$00股+38.6万股新买入
BBRIGHTSPRING HEALTH SVCSBTSG
3.84%5.21%$3,360.9万89.7万股$3,661.1万123.9万股-34.1万股-27.54%减仓
DDOXIMITYDOCS
3.48%2.18%$3,040.1万68.7万股$1,536.2万21.0万股+47.7万股+226.94%加仓
BIO-TECHNETECH
3.14%$2,748.8万46.7万股$00股+46.7万股新买入
ALPHATECATEC
3.09%$2,705.1万128.6万股$00股+128.6万股新买入
AADAPTHEALTHAHCO
2.97%2.45%$2,598.6万260.9万股$1,722.1万192.4万股+68.5万股+35.59%加仓
ENVISTANVST
2.95%$2,576.3万118.7万股$00股+118.7万股新买入
联合健康UNH
2.65%$2,314.9万7.0万股$00股+7.0万股新买入
雅培ABT
2.51%$2,196.7万17.5万股$00股+17.5万股新买入
IDEAYA BIOSCIENCESIDYA
1.85%1.04%$1,616.1万46.7万股$734.7万27.0万股+19.7万股+73.14%加仓
BIOHAVENBHVN
1.24%$1,082.0万95.8万股$00股+95.8万股新买入
XENON PHARMACEUTICALSXENE
1.2%$1,047.4万23.4万股$00股+23.4万股新买入
DDIANTHUS THERAPEUTICSDNTH
1.09%$950.8万23.1万股$00股+23.1万股新买入
MINERALYS THERAPEUTICSMLYS
1.07%$933.0万25.7万股$00股+25.7万股新买入

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