ITP

Iron Triangle Partners Portfolio holdings

AUM $632M
1-Year Est. Return 26.53%
This Quarter Est. Return
1 Year Est. Return
+26.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$632M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1 +$51.7M
2 +$48.6M
3 +$36.4M
4
MDT icon
Medtronic
MDT
+$34.9M
5
HCA icon
HCA Healthcare
HCA
+$30.6M

Top Sells

1 +$48.9M
2 +$34.1M
3 +$33.5M
4
CAH icon
Cardinal Health
CAH
+$32.7M
5
GMED icon
Globus Medical
GMED
+$31.6M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVS icon
1
CVS Health
CVS
$103B
$51.7M 7.94%
+750,000
CRL icon
2
Charles River Laboratories
CRL
$8.61B
$48.6M 7.46%
+320,000
ABBV icon
3
AbbVie
ABBV
$401B
$46.4M 7.13%
249,997
+57,178
MMSI icon
4
Merit Medical Systems
MMSI
$4.79B
$36.7M 5.64%
392,783
+163,045
ICLR icon
5
Icon
ICLR
$14.7B
$36.4M 5.58%
+250,000
MDT icon
6
Medtronic
MDT
$122B
$34.9M 5.35%
+400,000
THC icon
7
Tenet Healthcare
THC
$17.6B
$33.4M 5.14%
190,000
-19,454
ISRG icon
8
Intuitive Surgical
ISRG
$156B
$32.6M 5.01%
60,000
+30,000
HCA icon
9
HCA Healthcare
HCA
$98.2B
$30.6M 4.71%
+80,000
DOCS icon
10
Doximity
DOCS
$12.6B
$28.9M 4.44%
471,300
+111,300
BTSG icon
11
BrightSpring Health Services
BTSG
$5.22B
$28.3M 4.35%
1,200,000
+477,659
GKOS icon
12
Glaukos
GKOS
$4.89B
$28M 4.3%
+271,163
PODD icon
13
Insulet
PODD
$22.3B
$21.4M 3.28%
68,041
-37,988
AHCO icon
14
AdaptHealth
AHCO
$1.24B
$18.1M 2.78%
1,920,019
+305,974
CAH icon
15
Cardinal Health
CAH
$36.4B
$17.7M 2.72%
105,257
-194,743
ADPT icon
16
Adaptive Biotechnologies
ADPT
$2.63B
$17.4M 2.68%
1,495,883
-638,178
EXAS icon
17
Exact Sciences
EXAS
$11.6B
$15.9M 2.45%
+300,000
TWST icon
18
Twist Bioscience
TWST
$1.86B
$15.6M 2.4%
424,355
+442
GH icon
19
Guardant Health
GH
$8.41B
$15.6M 2.4%
300,000
-300,867
ONC
20
BeOne Medicines Ltd
ONC
$34.9B
$14.5M 2.23%
60,000
-37,840
NVST icon
21
Envista
NVST
$3.28B
$12.1M 1.86%
620,000
-612,798
BKD icon
22
Brookdale Senior Living
BKD
$2.06B
$11.8M 1.82%
+1,700,000
EHAB icon
23
Enhabit
EHAB
$406M
$9.91M 1.52%
1,027,972
-112,028
ALNY icon
24
Alnylam Pharmaceuticals
ALNY
$63.1B
$9.57M 1.47%
29,339
-36,070
ARGX icon
25
argenx
ARGX
$51.6B
$8.58M 1.32%
15,567
-12,307