ITP
Iron Triangle Partners Portfolio holdings
AUM
$875M
1-Year Est. Return
49.85%
This Fund
S&P 500
1 Year Est. Return
+49.85%
AUM
$875M
AUM Growth
+$171M
(+24%)
Holding
41
Top Buys
| 1 | +$50.3M | |
| 2 | +$41.3M | |
| 3 | +$38.7M | |
| 4 |
Bruker
BRKR
|
+$33.6M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$33.2M |
Top Sells
| 1 | +$57.2M | |
| 2 | +$46.4M | |
| 3 | +$43.2M | |
| 4 |
CVS Health
CVS
|
+$28.8M |
| 5 |
Glaukos
GKOS
|
+$28M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Charles River Laboratories
CRL
$8.66B
| $75.7M | 8.66% |
379,728
+111,728
|
|
||
2
Intuitive Surgical
ISRG
$176B
| $53.5M | 6.12% |
+94,459
|
|
||
3
Repligen
RGEN
$6.94B
| $52.5M | 6% |
320,474
+50,474
|
|
||
4
Jazz Pharmaceuticals
JAZZ
$11.6B
| $49.7M | 5.68% |
292,170
+142,170
|
|
||
5
Veracyte
VCYT
$2.8B
| $41.3M | 4.72% |
980,391
+495,391
|
|
||
6
Boston Scientific
BSX
$110B
| $40.1M | 4.59% |
+420,773
|
|
||
7
Waters Corp
WAT
$30.6B
| $39.9M | 4.57% |
+105,167
|
|
||
8
Brookdale Senior Living
BKD
$3.57B
| $37.7M | 4.31% |
3,491,663
+653,302
|
|
||
9
Eli Lilly
LLY
$950B
| $37.7M | 4.31% |
35,045
-14,510
|
|
||
|
10
Bruker
BRKR
$5.98B
| $37.4M | 4.28% |
+794,380
|
|
||
|
11
Vertex Pharmaceuticals
VRTX
$120B
| $34.9M | 3.99% |
+76,910
|
|
||
|
12
CVS Health
CVS
$103B
| $34.3M | 3.92% |
432,457
-365,443
|
|
||
13
Fortrea Holdings
FTRE
$981M
| $34.3M | 3.92% |
+1,986,333
|
|
||
14
Merit Medical Systems
MMSI
$4.45B
| $34M | 3.89% |
+385,660
|
|
||
15
BrightSpring Health Services
BTSG
$7.34B
| $33.6M | 3.84% |
897,427
-341,093
|
|
||
16
Doximity
DOCS
$4.96B
| $30.4M | 3.48% |
686,568
+476,568
|
|
||
17
Bio-Techne
TECH
$8.91B
| $27.5M | 3.14% |
+467,409
|
|
||
18
Alphatec Holdings
ATEC
$1.94B
| $27.1M | 3.09% |
+1,285,685
|
|
||
19
AdaptHealth
AHCO
$1.28B
| $26M | 2.97% |
2,609,003
+684,871
|
|
||
20
Envista
NVST
$4.7B
| $25.8M | 2.95% |
+1,186,704
|
|
||
21
UnitedHealth
UNH
$262B
| $23.1M | 2.65% |
+70,126
|
|
||
22
Abbott
ABT
$197B
| $22M | 2.51% |
+175,333
|
|
||
23
IDEAYA Biosciences
IDYA
$3.02B
| $16.2M | 1.85% |
467,484
+197,484
|
|
||
24
Biohaven
BHVN
$1.43B
| $10.8M | 1.24% |
+958,336
|
|
||
25
Xenon Pharmaceuticals
XENE
$3.37B
| $10.5M | 1.2% |
+233,688
|
|