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
$697M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$23.8M
3
+$23.6M
4
BSX icon
Boston Scientific
BSX
+$21.7M
5
ACHC icon
Acadia Healthcare
ACHC
+$20.5M

Top Sells

1
+$58.8M
2
+$46.4M
3
+$45.6M
4
EHC icon
Encompass Health
EHC
+$44M
5
ISRG icon
Intuitive Surgical
ISRG
+$39.8M

Sector Composition

1 Healthcare 98.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.9M 9.03%
574,467
-44,106
2
$61.4M 8.81%
1,468,787
+568,787
3
$61.3M 8.8%
157,643
-23,869
4
$47M 6.74%
403,424
+120,804
5
$44.3M 6.36%
+600,000
6
$42.4M 6.08%
393,024
-139,499
7
$34.6M 4.97%
260,000
-348,429
8
$34.1M 4.89%
130,000
+45,000
9
$30.1M 4.32%
110,861
-126,352
10
$24.9M 3.57%
190,000
-27,204
11
$23.8M 3.41%
190,000
-160,000
12
$23.6M 3.38%
+97,165
13
$23.3M 3.34%
35,000
-30,000
14
$21.7M 3.11%
+500,000
15
$21.1M 3.03%
317,797
-166,208
16
$20.5M 2.94%
+321,000
17
$20M 2.87%
+35,000
18
$18M 2.59%
+300,000
19
$15.4M 2.22%
37,404
-110,524
20
$14.9M 2.14%
45,000
-119,997
21
$12.9M 1.85%
+70,000
22
$10.7M 1.54%
1,993,034
+1,800,106
23
$9.96M 1.43%
1,006,229
+144
24
$9.19M 1.32%
+330,000
25
$4.85M 0.7%
200,000
+175,000
1
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