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

Top Buys

1
+$45M
2
+$24M
3
+$23.8M
4
BSX icon
Boston Scientific
BSX
+$22.1M
5
ACHC icon
Acadia Healthcare
ACHC
+$20.3M

Top Sells

1
+$58.8M
2
+$45.9M
3
+$44M
4
CTLT
CATALENT, INC.
CTLT
+$43.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$40.3M

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
– –
-50,000
28
– –
-221,598
29
– –
-250,000
30
– –
-9,000
31
– –
-535,528
32
– –
-708,454
33
– –
-550,000
34
– –
-976,245
35
– –
-169,999
1
2