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
$730M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$47M
3
+$46M
4
UTHR icon
United Therapeutics
UTHR
+$44.1M
5
ICLR icon
Icon
ICLR
+$40M

Top Sells

1
+$64.2M
2
+$37.8M
3
+$34.8M
4
EVH icon
Evolent Health
EVH
+$32.5M
5
CRL icon
Charles River Laboratories
CRL
+$26.2M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-500,000
27
– –
0
28
– –
-595,697
29
– –
-1,179,736
30
– –
-160,000
31
– –
-868,939
32
– –
-80,000
33
– –
-600,000
34
– –
-1,832,577
35
– –
-130,000
1
2