ITP

Iron Triangle Partners Portfolio holdings

AUM $875M
1-Year Est. Return 49.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$20M
3
+$18.6M
4
EHC icon
Encompass Health
EHC
+$10.2M
5
GH icon
Guardant Health
GH
+$10.1M

Top Sells

1
+$12.6M
2
+$9.73M
3
+$8.98M
4
HCA icon
HCA Healthcare
HCA
+$7.19M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.93M

Sector Composition

1 Healthcare 93%
2 Technology 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,500,000
27
– –
-110,000
28
– –
-80,000
29
– –
-80,000
30
– –
-500,000
31
– –
-40,000
32
– –
-42,000
1
2