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
$572M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$34.2M
3
+$25.7M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$21.8M
5
PODD icon
Insulet
PODD
+$18.4M

Top Sells

1
+$53.6M
2
+$31.5M
3
+$28.9M
4
DXCM icon
DexCom
DXCM
+$28.2M
5
RGEN icon
Repligen
RGEN
+$28.1M

Sector Composition

1 Healthcare 98.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.87M 1.72%
999,513
27
$3.05M 0.53%
1,696,599
-10,089
28
– –
-495,329
29
– –
0
30
– –
-350,000
31
– –
-437,477
32
– –
-260,000
33
– –
-73,333
34
– –
-1,000,000
1
2