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ITP

Iron Triangle Partners Portfolio holdings

AUM $875M
1-Year Est. Return 49.85%
This Fund
S&P 500
This Quarter Est. Return
+3.47%
1 Year Est. Return
+49.85%
3 Year Est. Return
+151.9%
5 Year Est. Return
+239.84%
10 Year Est. Return
–
AUM
$718M
AUM Growth
+$20.9M
Cap. Flow
+$1.92M
Cap. Flow %
0.27%
Top 10 Hldgs %
54.68%
Holding
33
New
7
Increased
8
Reduced
9
Closed
8

Top Buys

Rank Stock Value
1
DVA icon
DaVita
DVA
+$48.4M
2
NSTG
NanoString Technologies, Inc.
NSTG
+$32.8M
3
UNH icon
UnitedHealth
UNH
+$27.2M
4
ICUI icon
ICU Medical
ICUI
+$26.7M
5
GH icon
Guardant Health
GH
+$25.9M

Top Sells

Rank Stock Value
1
HUM icon
Humana
HUM
+$61.3M
2
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$36.8M
3
HCA icon
HCA Healthcare
HCA
+$23.6M
4
HOLX
Hologic
HOLX
+$23.5M
5
BSX icon
Boston Scientific
BSX
+$21.7M

Sector Composition

Rank Sector Weight
1 Healthcare 98.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZN icon
26
AstraZeneca
AZN
$263B
– –
-150,000
Closed -$18M
BSX icon
27
Boston Scientific
BSX
$67.6B
– –
-500,000
Closed -$21.7M
HCA icon
28
HCA Healthcare
HCA
$86.4B
– –
-97,165
Closed -$23.6M
HUM icon
29
Humana
HUM
$45.8B
– –
-157,643
Closed -$61.3M
ISRG icon
30
Intuitive Surgical
ISRG
$128B
– –
-45,000
Closed -$14.9M
THC icon
31
Tenet Healthcare
THC
$21B
– –
-317,797
Closed -$21.1M
RVNC
32
DELISTED
Revance Therapeutics, Inc.
RVNC
– –
-330,000
Closed -$9.19M
OLK
33
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
– –
-200,000
Closed -$4.85M
1
2

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Iron Triangle Partners's Q4 2021 Portfolio in Review

As of Q4 2021, Iron Triangle Partners held 33 positions worth $718M, up 3% from $697M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Iron Triangle Partners's Q4 2021 filing shows 7 new, 8 increased, 9 reduced and 8 closed positions. Its largest new stake was DaVita: 450,000 shares worth $51.2M. The largest sale was Humana, an estimated $61.3M.

By sector, the portfolio is most concentrated in Healthcare at 99% of assets, up from 99% a quarter earlier.

  • Iron Triangle Partners's largest Q4 2021 buy was DaVita: 450,000 shares worth $51.2M.
  • Iron Triangle Partners added most to Guardant Health in Q4 2021, an estimated $25.9M increase.
  • Iron Triangle Partners's biggest Q4 2021 reduction was Horizon Therapeutics Public Limited Company Ordinary Shares, cutting an estimated $36.8M.
  • Iron Triangle Partners fully exited Humana in Q4 2021, selling an estimated $61.3M.
  • Iron Triangle Partners's ten largest holdings make up 55% of its $718M portfolio in Q4 2021.
  • Iron Triangle Partners opened 7 new positions and closed 8 in Q4 2021.
  • Iron Triangle Partners's portfolio value rose 3% quarter-over-quarter to $718M.

Based on Iron Triangle Partners's 13F filing for Q4 2021, filed 14 Feb 2022.