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
$841M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$38.3M
3
+$35.8M
4
HQY icon
HealthEquity
HQY
+$32.8M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$28M

Top Sells

1
+$51.2M
2
+$37M
3
+$26.4M
4
AHCO icon
AdaptHealth
AHCO
+$17.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$16M

Sector Composition

1 Healthcare 98.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.61%
+713,105
27
$9.81M 1.17%
999,513
-6,716
28
$6.38M 0.76%
1,711,912
-114,816
29
– –
-700,000
30
– –
-70,000
31
– –
-450,000
32
– –
-58,200
33
– –
-24,000
1
2