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
$684M
AUM Growth
-$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$38.4M
3
+$33.5M
4
MCK icon
McKesson
MCK
+$30.4M
5
LEGN icon
Legend Biotech
LEGN
+$30.4M

Top Sells

1
+$54.2M
2
+$29.8M
3
+$28.8M
4
SGRY icon
Surgery Partners
SGRY
+$26.1M
5
BSX icon
Boston Scientific
BSX
+$23.8M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-70,000
27
– –
0
28
– –
-580,973
29
– –
-180,000
1
2