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
$713M
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$60.5M
2
+$44.4M
3
+$40.9M
4
HAE icon
Haemonetics
HAE
+$29.7M
5
DXCM icon
DexCom
DXCM
+$26.8M

Top Sells

1
+$23.8M
2
+$22.9M
3
+$20.4M
4
INOV
Inovalon Holdings, Inc. Class A Common Stock
INOV
+$17.2M
5
ELV icon
Elevance Health
ELV
+$16.1M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-150,000
27
– –
-150,000
28
– –
-600,000
29
– –
-60,000
30
– –
-357,833
31
– –
-70,000
32
– –
0
33
– –
-100,000
34
– –
-303,201
35
– –
-650,000
1
2