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ITP

Iron Triangle Partners Portfolio holdings

AUM $875M
1-Year Est. Return 49.85%
This Fund
S&P 500
This Quarter Est. Return
+3.31%
1 Year Est. Return
+49.85%
3 Year Est. Return
+151.9%
5 Year Est. Return
+239.84%
10 Year Est. Return
–
AUM
$908M
AUM Growth
+$187M
Cap. Flow
+$182M
Cap. Flow %
20.03%
Top 10 Hldgs %
60.19%
Holding
39
New
14
Increased
6
Reduced
3
Closed
16

Top Buys

Rank Stock Value
1
A icon
Agilent Technologies
A
+$81.7M
2
ABBV icon
AbbVie
ABBV
+$68.8M
3
UNH icon
UnitedHealth
UNH
+$68.6M
4
GMED icon
Globus Medical
GMED
+$66.6M
5
BSX icon
Boston Scientific
BSX
+$43.6M

Top Sells

Rank Stock Value
1
ELAN icon
Elanco Animal Health
ELAN
+$62.6M
2
ILMN icon
Illumina
ILMN
+$57.4M
3
THC icon
Tenet Healthcare
THC
+$51.3M
4
ACHC icon
Acadia Healthcare
ACHC
+$50.9M
5
MEDP icon
Medpace
MEDP
+$34.9M

Sector Composition

Rank Sector Weight
1 Healthcare 91.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXSM icon
26
Axsome Therapeutics
AXSM
$12.3B
– –
-252,266
Closed -$22.7M
BKD icon
27
Brookdale Senior Living
BKD
$3.69B
– –
-2,197,578
Closed -$14.9M
DHR icon
28
Danaher
DHR
$138B
– –
-110,000
Closed -$30.6M
ELAN icon
29
CALL
Elanco Animal Health
ELAN
$12.7B
– –
-723,600
Closed -$10.6M
ELAN icon
30
Elanco Animal Health
ELAN
$12.7B
– –
-4,263,343
Closed -$62.6M
GERN icon
31
Geron
GERN
$949M
– –
-3,351,000
Closed -$15.2M
ILMN icon
32
Illumina
ILMN
$28.7B
– –
-440,000
Closed -$57.4M
INDV icon
33
Indivior Pharmaceuticals
INDV
$4.73B
– –
-845,470
Closed -$8.24M
INSM icon
34
Insmed
INSM
$22.7B
– –
-180,000
Closed -$13.1M
MYGN icon
35
Myriad Genetics
MYGN
$515M
– –
-401,859
Closed -$11M
OSCR icon
36
Oscar Health
OSCR
$8.54B
– –
-1,611,909
Closed -$34.2M
SNY icon
37
Sanofi
SNY
$105B
– –
-261,741
Closed -$15.1M
THC icon
38
Tenet Healthcare
THC
$21B
– –
-308,940
Closed -$51.3M
BCAX
39
Bicara Therapeutics
BCAX
$1.83B
– –
-200,000
Closed -$5.09M
1
2

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Iron Triangle Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Iron Triangle Partners held 39 positions worth $908M, up 26% from $722M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Iron Triangle Partners deployed $182M of net new capital in Q4 2024, opening 14 new positions and adding to 6 existing holdings. Its largest new stake was Agilent Technologies: 596,326 shares worth $80.1M.

By sector, the portfolio is most concentrated in Healthcare at 92% of assets, down from 99% a quarter earlier.

On the sell side, the largest reduction was Medpace, an estimated $34.9M trimmed.

  • Iron Triangle Partners's largest Q4 2024 buy was Agilent Technologies: 596,326 shares worth $80.1M.
  • Iron Triangle Partners added most to Merit Medical Systems in Q4 2024, an estimated $15.4M increase.
  • Iron Triangle Partners's biggest Q4 2024 reduction was Medpace, cutting an estimated $34.9M.
  • Iron Triangle Partners fully exited Elanco Animal Health in Q4 2024, selling an estimated $62.6M.
  • Iron Triangle Partners's ten largest holdings make up 60% of its $908M portfolio in Q4 2024.
  • Iron Triangle Partners opened 14 new positions and closed 16 in Q4 2024.
  • Iron Triangle Partners's portfolio value rose 26% quarter-over-quarter to $908M.

Based on Iron Triangle Partners's 13F filing for Q4 2024, filed 14 Feb 2025.