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
$971M
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$79.3M
2
+$65.2M
3
+$53.8M
4
ISRG icon
Intuitive Surgical
ISRG
+$46.3M
5
GH icon
Guardant Health
GH
+$33.6M

Top Sells

1
+$59.5M
2
+$43.4M
3
+$36.6M
4
SGRY icon
Surgery Partners
SGRY
+$32.1M
5
ZBH icon
Zimmer Biomet
ZBH
+$25.8M

Sector Composition

1 Healthcare 98.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$861K 0.09%
+25,000
27
– –
-100,000
28
– –
-330,000
29
– –
-100,000
30
– –
-197,880
31
– –
-150,000
32
– –
-6,667
33
– –
-100,000
34
– –
-725,000
35
– –
-160,000
36
– –
-160,000
1
2