ITP
Iron Triangle Partners Portfolio holdings
AUM
$632M
This Quarter Return
+3.47%
1 Year Return
+26.53%
3 Year Return
+134.07%
5 Year Return
+312.1%
10 Year Return
–
AUM
$718M
AUM Growth
+$718M
(+3%)
Cap. Flow
+$7.23M
Cap. Flow
% of AUM
1.01%
Top 10 Holdings %
Top 10 Hldgs %
54.68%
Holding
33
New
7
Increased
8
Reduced
9
Closed
8
Top Buys
| 1 |
DaVita
DVA
|
$51.2M |
| 2 |
NSTG
NanoString Technologies, Inc.
NSTG
|
$31.7M |
| 3 |
UnitedHealth
UNH
|
$30.1M |
| 4 |
Surgery Partners
SGRY
|
$29M |
| 5 |
ICU Medical
ICUI
|
$27.2M |
Top Sells
| 1 |
Humana
HUM
|
$61.3M |
| 2 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$36.3M |
| 3 |
Hologic
HOLX
|
$24.5M |
| 4 |
HCA Healthcare
HCA
|
$23.6M |
| 5 |
Boston Scientific
BSX
|
$21.7M |
Sector Composition
| 1 | Healthcare | 98.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Boston Scientific
BSX
$159B
| – | – |
-500,000
| Closed | -$21.7M |
|
|
27
HCA Healthcare
HCA
$95.4B
| – | – |
-97,165
| Closed | -$23.6M |
|
28
AstraZeneca
AZN
$255B
| – | – |
-300,000
| Closed | -$18M |
|
|
29
Humana
HUM
$37.5B
| – | – |
-157,643
| Closed | -$61.3M |
|
30
Intuitive Surgical
ISRG
$158B
| – | – |
-45,000
| Closed | -$14.9M |
|
31
Tenet Healthcare
THC
$16.5B
| – | – |
-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 |
|