ITP

Iron Triangle Partners Portfolio holdings

AUM $632M
1-Year Est. Return 26.53%
This Quarter Est. Return
1 Year Est. Return
+26.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$19.8M
3
+$19.5M
4
NVST icon
Envista
NVST
+$10.5M
5
GH icon
Guardant Health
GH
+$10.2M

Top Sells

1
+$12.6M
2
+$9.73M
3
+$8.98M
4
HCA icon
HCA Healthcare
HCA
+$7.19M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.93M

Sector Composition

1 Healthcare 93%
2 Technology 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.1M 8.58%
691,350
+188,550
2
$28.5M 7.18%
+500,000
3
$28.4M 7.16%
330,000
+230,000
4
$24.2M 6.1%
436,127
-63,873
5
$22.7M 5.71%
130,000
+30,000
6
$21.1M 5.31%
600,000
7
$20.5M 5.17%
280,000
+80,000
8
$19.5M 4.92%
+137,577
9
$19M 4.8%
420,510
+43,470
10
$18M 4.53%
150,485
+10,485
11
$17.8M 4.48%
100,000
+6,903
12
$16.9M 4.26%
287,710
+37,710
13
$14.1M 3.56%
733,053
+276,402
14
$13.4M 3.38%
165,500
+125,500
15
$13M 3.28%
85,000
+20,000
16
$12.9M 3.24%
1,147,800
-13,913
17
$12.2M 3.07%
347,591
+147,591
18
$10.5M 2.66%
+500,000
19
$10.1M 2.54%
+116,054
20
$8.36M 2.1%
72,100
21
$7.83M 1.97%
+676,652
22
$7.26M 1.83%
150,000
23
$4.86M 1.22%
+100,000
24
– –
-1,500,000
25
– –
-110,000
1
2