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
$718M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$31.7M
3
+$30.1M
4
SGRY icon
Surgery Partners
SGRY
+$29M
5
ICUI icon
ICU Medical
ICUI
+$27.2M

Top Sells

1
+$61.3M
2
+$36.3M
3
+$24.5M
4
HCA icon
HCA Healthcare
HCA
+$23.6M
5
BSX icon
Boston Scientific
BSX
+$21.7M

Sector Composition

1 Healthcare 98.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-300,000
27
– –
-500,000
28
– –
-97,165
29
– –
-157,643
30
– –
-45,000
31
– –
-317,797
32
– –
-330,000
33
– –
-200,000
1
2