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

Top Buys

1
+$51.7M
2
+$48.6M
3
+$36.4M
4
MDT icon
Medtronic
MDT
+$34.9M
5
HCA icon
HCA Healthcare
HCA
+$30.6M

Top Sells

1
+$48.9M
2
+$34.1M
3
+$33.5M
4
CAH icon
Cardinal Health
CAH
+$32.7M
5
GMED icon
Globus Medical
GMED
+$31.6M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
26
Insmed
INSM
$34.4B
$7.04M 1.08%
+70,000
DVA icon
27
DaVita
DVA
$7.39B
– –
-319,566
GMED icon
28
Globus Medical
GMED
$12.5B
– –
-431,221
JAZZ icon
29
Jazz Pharmaceuticals
JAZZ
$10.3B
– –
-130,000
NBIX icon
30
Neurocrine Biosciences
NBIX
$13.2B
– –
-146,836
OSCR icon
31
Oscar Health
OSCR
$4.77B
– –
0
TECH icon
32
Bio-Techne
TECH
$10.7B
– –
-250,000
TEVA icon
33
Teva Pharmaceuticals
TEVA
$36.4B
– –
-2,217,730
BSX icon
34
Boston Scientific
BSX
$131B
– –
-332,167
A icon
35
Agilent Technologies
A
$39.6B
– –
-208,438
AZN icon
36
AstraZeneca
AZN
$293B
– –
-376,330
TXG icon
37
10x Genomics
TXG
$2.6B
– –
-1,000,000
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