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
$858M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$69.8M
3
+$66.5M
4
UNH icon
UnitedHealth
UNH
+$61.1M
5
BSX icon
Boston Scientific
BSX
+$44.2M

Top Sells

1
+$62.6M
2
+$57.4M
3
+$51.3M
4
ACHC icon
Acadia Healthcare
ACHC
+$50.9M
5
OSCR icon
Oscar Health
OSCR
+$34.2M

Sector Composition

1 Healthcare 97.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-750,000
27
– –
-802,151
28
– –
-252,266
29
– –
-2,197,578
30
– –
-110,000
31
– –
-4,263,343
32
– –
-180,000
33
– –
-401,859
34
– –
-1,611,909
35
– –
-261,741
36
– –
-308,940
37
– –
-200,000
1
2