ITP

Iron Triangle Partners Portfolio holdings

AUM $875M
1-Year Est. Return 49.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.85%
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
+$43.6M
2
+$40.1M
3
+$27.9M
4
CTLT
CATALENT, INC.
CTLT
+$24.8M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$22.3M

Top Sells

1
+$53.6M
2
+$31.6M
3
+$31.6M
4
DXCM icon
DexCom
DXCM
+$29.6M
5
AZN icon
AstraZeneca
AZN
+$28.9M

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
– –
-1,000,000
29
– –
-350,000
30
– –
-437,477
31
– –
-260,000
32
– –
-73,333
33
– –
-495,329
34
– –
0
1
2