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
$971M
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$80.4M
2
+$65.8M
3
+$58.8M
4
ISRG icon
Intuitive Surgical
ISRG
+$50.6M
5
THC icon
Tenet Healthcare
THC
+$32.4M

Top Sells

1
+$59.5M
2
+$43.4M
3
+$36.6M
4
SGRY icon
Surgery Partners
SGRY
+$32.1M
5
ZBH icon
Zimmer Biomet
ZBH
+$24.9M

Sector Composition

1 Healthcare 98.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.4M 8.28%
+181,512
2
$65.8M 6.78%
+608,429
3
$60M 6.18%
237,213
+37,213
4
$60M 6.18%
532,523
+232,523
5
$58.8M 6.05%
+169,999
6
$57.9M 5.97%
618,573
+118,573
7
$54.7M 5.64%
147,928
+7,928
8
$50.6M 5.21%
+164,997
9
$46.9M 4.83%
282,620
+102,620
10
$44M 4.53%
708,454
-265,721
11
$43.5M 4.48%
350,000
+250,000
12
$39.7M 4.09%
65,000
-5,000
13
$38.9M 4.01%
900,000
-10,000
14
$34.6M 3.56%
221,598
-159,502
15
$34.1M 3.52%
976,245
+40,440
16
$32.4M 3.34%
+484,005
17
$31.6M 3.25%
50,000
+15,000
18
$31.4M 3.23%
535,528
+185,528
19
$29.9M 3.07%
217,204
+17,204
20
$24.3M 2.5%
550,000
-50,000
21
$17.6M 1.81%
+85,000
22
$10.9M 1.12%
+9,000
23
$10.4M 1.07%
250,000
24
$9.98M 1.03%
1,006,085
-93,915
25
$1.86M 0.19%
+192,928
1
2