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
$711M
AUM Growth
-$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$64.4M
2
+$57.4M
3
+$51.3M
4
NVST icon
Envista
NVST
+$43.3M
5
EXAS icon
Exact Sciences
EXAS
+$27.2M

Top Sells

1
+$67.2M
2
+$66M
3
+$53.8M
4
ABBV icon
AbbVie
ABBV
+$48.8M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$45.7M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-61,704
27
– –
-555,140
28
– –
-582,199
29
– –
-727,180
30
– –
-281,992
31
– –
-728,865
32
– –
-92,125
33
– –
-200,000
34
– –
-1,133,102
35
– –
-132,908
36
– –
-125,000
37
– –
-284,657
1
2