ITP

Iron Triangle Partners Portfolio holdings

AUM $875M
1-Year Est. Return 49.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.85%
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
+$73.3M
2
+$54.3M
3
+$46.7M
4
NVST icon
Envista
NVST
+$38.1M
5
MMSI icon
Merit Medical Systems
MMSI
+$23.2M

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
– –
-200,000
27
– –
-284,657
28
– –
-2,519,416
29
– –
-61,704
30
– –
-555,140
31
– –
-582,199
32
– –
-727,180
33
– –
-281,992
34
– –
-728,865
35
– –
-92,125
36
– –
-1,133,102
37
– –
-125,000
1
2