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
$966M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$47.4M
3
+$46.6M
4
APLS icon
Apellis Pharmaceuticals
APLS
+$32.3M
5
FTRE icon
Fortrea Holdings
FTRE
+$31.8M

Top Sells

1
+$49.1M
2
+$42.2M
3
+$33.4M
4
INSP icon
Inspire Medical Systems
INSP
+$30.5M
5
ELAN icon
Elanco Animal Health
ELAN
+$27.7M

Sector Composition

1 Healthcare 97.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.7M 1.81%
+45,000
27
$7.86M 0.8%
1,040,768
-244,179
28
$3.41M 0.35%
+253,025
29
– –
-479,374
30
– –
-321,886
31
– –
-200,000
32
– –
-331,238
33
– –
-76,025
34
– –
-150,000
35
– –
-380,000
36
– –
-1,843,278
37
– –
-82,537
38
– –
-1,044,530
39
– –
-500,000
1
2