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
$447M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$19.7M
3
+$18.8M
4
ELV icon
Elevance Health
ELV
+$16.1M
5
VCEL icon
Vericel Corp
VCEL
+$10.7M

Top Sells

1
+$28.4M
2
+$24.3M
3
+$13M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$12.9M
5
HOLX icon
Hologic
HOLX
+$9.45M

Sector Composition

1 Healthcare 96.16%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-150,000
27
– –
-330,000
28
– –
-85,000
29
– –
-1,147,800
1
2