ITP
Iron Triangle Partners Portfolio holdings
AUM
$632M
This Quarter Return
-12.41%
1 Year Return
+26.53%
3 Year Return
+134.07%
5 Year Return
+312.1%
10 Year Return
–
AUM
$684M
AUM Growth
+$684M
(-6.2%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
3.42%
Top 10 Holdings %
Top 10 Hldgs %
63.17%
Holding
29
New
6
Increased
11
Reduced
6
Closed
5
Top Buys
| 1 |
DexCom
DXCM
|
$38.8M |
| 2 |
Elanco Animal Health
ELAN
|
$38.4M |
| 3 |
Apellis Pharmaceuticals
APLS
|
$33.5M |
| 4 |
McKesson
MCK
|
$30.4M |
| 5 |
Legend Biotech
LEGN
|
$30.4M |
Top Sells
| 1 |
Icon
ICLR
|
$54.2M |
| 2 |
AbbVie
ABBV
|
$29.8M |
| 3 |
Cooper Companies
COO
|
$28.8M |
| 4 |
Surgery Partners
SGRY
|
$26.1M |
| 5 |
Boston Scientific
BSX
|
$23.8M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Inspire Medical Systems
INSP
$2.53B
| – | – |
-70,000
| Closed | -$22.7M |
|
27
Neurocrine Biosciences
NBIX
$13.5B
| – | – |
0
| – | – |
|
|
28
Surgery Partners
SGRY
$2.89B
| – | – |
-580,973
| Closed | -$26.1M |
|
29
Transmedics
TMDX
$3.65B
| – | – |
-180,000
| Closed | -$15.1M |
|