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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
+17.81%
1 Year Est. Return
+49.85%
3 Year Est. Return
+151.9%
5 Year Est. Return
+239.84%
10 Year Est. Return
–
AUM
$377M
AUM Growth
–
Cap. Flow
+$350M
Cap. Flow
% of AUM
92.73%
Top 10 Holdings %
Top 10 Hldgs %
61.94%
Holding
23
New
23
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Boston Scientific
BSX
|
+$31M |
| 2 |
Zimmer Biomet
ZBH
|
+$27.8M |
| 3 |
Encompass Health
EHC
|
+$27.1M |
| 4 |
Illumina
ILMN
|
+$25.7M |
| 5 |
HCA Healthcare
HCA
|
+$20.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 92.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Boston Scientific
BSX
$67.6B
| $33.5M | 8.87% |
+739,842
| New | +$31M |
|
|
2
Zimmer Biomet
ZBH
$17.8B
| $29.3M | 7.76% |
+201,534
| New | +$27.8M |
|
|
3
Encompass Health
EHC
$11.3B
| $27.5M | 7.28% |
+498,614
| New | +$27.1M |
|
|
4
Illumina
ILMN
$28.7B
| $27.4M | 7.25% |
+84,810
| New | +$25.7M |
|
|
5
HCA Healthcare
HCA
$86.4B
| $22.9M | 6.07% |
+155,000
| New | +$20.8M |
|
6
Humana
HUM
$45.8B
| $22M | 5.83% |
+59,997
| New | +$19M |
|
7
Bristol-Myers Squibb
BMY
$128B
| $19.3M | 5.1% |
+300,000
| New | +$17.2M |
|
|
HZNP
8
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $17.7M | 4.68% |
+488,298
| New | +$15M |
|
9
Envista
NVST
$4.34B
| $17.7M | 4.68% |
+596,064
| New | +$17M |
|
10
Elevance Health
ELV
$82.1B
| $16.6M | 4.4% |
+55,000
| New | +$15.1M |
|
|
CERN
11
CALL
DELISTED
Cerner Corp
CERN
| $14.7M | 3.89% |
+200,000
| New | +$13.8M |
|
12
Repligen
RGEN
$7.39B
| $13.9M | 3.68% |
+150,000
| New | +$12.6M |
|
13
McKesson
MCK
$99.5B
| $13.8M | 3.67% |
+100,000
| New | +$14.1M |
|
|
EXAS
14
DELISTED
Exact Sciences
EXAS
| $12.9M | 3.43% |
+139,900
| New | +$12.3M |
|
15
Centene
CNC
$31.6B
| $12.6M | 3.33% |
+200,000
| New | +$10.9M |
|
|
INOV
16
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
| $11.9M | 3.16% |
+633,708
| New | +$10.6M |
|
17
Guardant Health
GH
$19.3B
| $11.3M | 2.99% |
+144,378
| New | +$10.4M |
|
|
NVRO
18
DELISTED
NEVRO CORP.
NVRO
| $10.5M | 2.78% |
+89,333
| New | +$8.85M |
|
19
Intuitive Surgical
ISRG
$128B
| $10.2M | 2.72% |
+51,999
| New | +$9.74M |
|
20
Twist Bioscience
TWST
$5.39B
| $10.1M | 2.69% |
+483,144
| New | +$11.3M |
|
21
DexCom
DXCM
$28.3B
| $10M | 2.65% |
+182,936
| New | +$8.68M |
|
22
Sanofi
SNY
$105B
| $7.14M | 1.89% |
+142,220
| New | +$6.66M |
|
23
Adaptive Biotechnologies
ADPT
$3.61B
| $4.49M | 1.19% |
+150,000
| New | +$4.31M |
|
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Iron Triangle Partners's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Iron Triangle Partners, which disclosed 23 positions worth $377M. Its ten largest holdings account for 62% of the portfolio.
Its largest position is Boston Scientific: 739,842 shares worth $33.5M.
By sector, the portfolio is most concentrated in Healthcare at 93% of assets.
- Iron Triangle Partners's largest Q4 2019 buy was Boston Scientific: 739,842 shares worth $33.5M.
- Iron Triangle Partners's ten largest holdings make up 62% of its $377M portfolio in Q4 2019.
- Iron Triangle Partners disclosed 23 positions in Q4 2019, its first 13F filing on record.
Based on Iron Triangle Partners's 13F filing for Q4 2019, filed 14 Feb 2020.