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
$632M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$49.2M
2
+$42.7M
3
+$35.5M
4
MDT icon
Medtronic
MDT
+$33.9M
5
HCA icon
HCA Healthcare
HCA
+$28.8M

Top Sells

1
+$48.9M
2
+$34.1M
3
+$33.5M
4
GMED icon
Globus Medical
GMED
+$31.6M
5
CAH icon
Cardinal Health
CAH
+$28.9M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.04M 1.11%
+70,000
27
– –
-208,438
28
– –
-376,330
29
– –
-332,167
30
– –
-319,566
31
– –
-431,221
32
– –
-130,000
33
– –
-146,836
34
– –
0
35
– –
-250,000
36
– –
-2,217,730
37
– –
-1,000,000
1
2