What smart money is saying about iRadimed Corporation
IRMD
No fund has written a full thesis on iRadimed Corporation in our archive, but 2 fund letters report a position in it — most recently Riverwater Partners Micro Opportunities Strategy in June 2026.
Get an email when a fund writes about it
2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in iRadimed Corporation on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“Several sales reflected valuation and sizing discipline. We trimmed iRadimed (IRMD) in early May: the position had grown beyond 5% of the portfolio, near-term earnings comparisons are demanding, and the valuation was extended, though the fundamental story remains intact as the company's new IV pump configurations carry list prices more than double the prior generation.”
Read the letteriRadimed Corporation - HoldsGranahan Investment Management Microcap Growth StrategyJune 2026
“IRadimed Corporation (Health Care, Core Growth) IRadimed declined modestly, creating a relative-performance headwind in an exceptionally strong market despite continued fundamental execution.”
62 more words on why — unlock Granahan Investment Management Microcap Growth Strategy’s full commentRead the letteriRadimed Corporation
Read the letters behind these iRadimed Corporation positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger