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
$697M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$23.8M
3
+$23.6M
4
BSX icon
Boston Scientific
BSX
+$21.7M
5
ACHC icon
Acadia Healthcare
ACHC
+$20.5M

Top Sells

1
+$58.8M
2
+$46.4M
3
+$45.6M
4
EHC icon
Encompass Health
EHC
+$44M
5
ISRG icon
Intuitive Surgical
ISRG
+$39.8M

Sector Composition

1 Healthcare 98.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.95M 0.57%
+318,662
27
– –
-708,454
28
– –
-50,000
29
– –
-550,000
30
– –
-976,245
31
– –
-169,999
32
– –
-221,598
33
– –
-250,000
34
– –
-9,000
35
– –
-535,528
1
2