ITP

Iron Triangle Partners Portfolio holdings

AUM $703M
1-Year Est. Return 27.44%
This Quarter Est. Return
1 Year Est. Return
+27.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$37.8M
3
+$36.1M
4
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$26.8M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$19.8M

Top Sells

1
+$36.7M
2
+$36.4M
3
+$32.6M
4
HCA icon
HCA Healthcare
HCA
+$30.6M
5
PODD icon
Insulet
PODD
+$21.4M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HCA icon
26
HCA Healthcare
HCA
$114B
– –
-80,000
ONC
27
BeOne Medicines Ltd
ONC
$36.5B
– –
-60,000
ALNY icon
28
Alnylam Pharmaceuticals
ALNY
$61.4B
– –
-29,339
EHAB icon
29
Enhabit
EHAB
$481M
– –
-1,027,972
ICLR icon
30
Icon
ICLR
$14B
– –
-250,000
INSM icon
31
Insmed
INSM
$44.1B
– –
-70,000
ISRG icon
32
Intuitive Surgical
ISRG
$201B
– –
-60,000
MMSI icon
33
Merit Medical Systems
MMSI
$5B
– –
-392,783
NVST icon
34
Envista
NVST
$3.32B
– –
-620,000
OSCR icon
35
Oscar Health
OSCR
$4.85B
– –
0
PODD icon
36
Insulet
PODD
$21.7B
– –
-68,041
TWST icon
37
Twist Bioscience
TWST
$1.82B
– –
-424,355
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