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
$558M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$40.7M
3
+$32.1M
4
ICLR icon
Icon
ICLR
+$27.4M
5
SGRY icon
Surgery Partners
SGRY
+$20.3M

Top Sells

1
+$30.5M
2
+$29.6M
3
+$27.5M
4
GH icon
Guardant Health
GH
+$26.2M
5
HCA icon
HCA Healthcare
HCA
+$25.7M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 0.62%
1,671,109
-25,490
27
– –
-80,000
28
– –
-50,000
29
– –
-487,193
30
– –
-140,000
31
– –
-440,000
32
– –
-35,000
33
– –
-80,000
34
– –
-250,000
35
– –
-999,513
36
– –
-265,076
1
2