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ITP
Iron Triangle Partners Portfolio holdings
AUM
$875M
1-Year Est. Return
49.85%
This Fund
S&P 500
This Quarter
Est. Return
+6.33%
1 Year Est. Return
+49.85%
3 Year Est. Return
+151.9%
5 Year Est. Return
+239.84%
10 Year Est. Return
–
AUM
$693M
AUM Growth
+$135M
(+24%)
Cap. Flow
+$108M
Cap. Flow
% of AUM
15.61%
Top 10 Holdings %
Top 10 Hldgs %
57.68%
Holding
38
New
12
Increased
10
Reduced
5
Closed
11
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AbbVie
ABBV
|
+$48.9M |
| 2 |
UnitedHealth
UNH
|
+$38.6M |
| 3 |
Evolent Health
EVH
|
+$31.6M |
| 4 |
Sanofi
SNY
|
+$25.8M |
| 5 |
DexCom
DXCM
|
+$24.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Universal Health Services
UHS
|
+$42.3M |
| 2 |
Repligen
RGEN
|
+$30.1M |
| 3 |
Boston Scientific
BSX
|
+$27.8M |
| 4 |
United Therapeutics
UTHR
|
+$19.9M |
| 5 |
Cigna
CI
|
+$19.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Brookdale Senior Living
BKD
$3.69B
| $7.96M | 1.15% |
+2,700,000
| New | +$7.75M |
|
27
Stereotaxis
STXS
$130M
| $3.74M | 0.54% |
1,832,577
+161,468
| +10% | +$363K |
|
28
Amylyx Pharmaceuticals
AMLX
$2.17B
| – | – |
-240,240
| Closed | -$8.88M |
|
|
29
Boston Scientific
BSX
$67.6B
| – | – |
-600,000
| Closed | -$27.8M |
|
|
30
Cigna
CI
$77B
| – | – |
-60,000
| Closed | -$19.9M |
|
31
Karyopharm Therapeutics
KPTI
$161M
| – | – |
-128,452
| Closed | -$6.55M |
|
32
Neurocrine Biosciences
NBIX
$17.7B
| – | – |
-100,089
| Closed | -$12M |
|
|
33
Repligen
RGEN
$7.39B
| – | – |
-178,000
| Closed | -$30.1M |
|
34
Syndax Pharmaceuticals
SNDX
$1.82B
| – | – |
-370,294
| Closed | -$9.42M |
|
|
35
Universal Health Services
UHS
$9.64B
| – | – |
-300,000
| Closed | -$42.3M |
|
|
36
United Therapeutics
UTHR
$26.3B
| – | – |
-71,576
| Closed | -$19.9M |
|
|
NARI
37
DELISTED
Inari Medical, Inc. Common Stock
NARI
| – | – |
-190,000
| Closed | -$12.1M |
|
|
RXDX
38
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
| – | – |
-75,000
| Closed | -$8.25M |
|
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Iron Triangle Partners's Q1 2023 Portfolio in Review
As of Q1 2023, Iron Triangle Partners held 38 positions worth $693M, up 24% from $558M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Iron Triangle Partners deployed $108M of net new capital in Q1 2023, opening 12 new positions and adding to 10 existing holdings. Its largest new stake was AbbVie: 320,000 shares worth $51M.
By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.
On the sell side, the largest reduction was Charles River Laboratories, an estimated $15.9M trimmed.
- Iron Triangle Partners's largest Q1 2023 buy was AbbVie: 320,000 shares worth $51M.
- Iron Triangle Partners added most to Sanofi in Q1 2023, an estimated $25.8M increase.
- Iron Triangle Partners's biggest Q1 2023 reduction was Charles River Laboratories, cutting an estimated $15.9M.
- Iron Triangle Partners fully exited Universal Health Services in Q1 2023, selling an estimated $42.3M.
- Iron Triangle Partners's ten largest holdings make up 58% of its $693M portfolio in Q1 2023.
- Iron Triangle Partners opened 12 new positions and closed 11 in Q1 2023.
- Iron Triangle Partners's portfolio value rose 24% quarter-over-quarter to $693M.
Based on Iron Triangle Partners's 13F filing for Q1 2023, filed 15 May 2023.