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
$718M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$31.7M
3
+$30.1M
4
SGRY icon
Surgery Partners
SGRY
+$29M
5
ICUI icon
ICU Medical
ICUI
+$27.2M

Top Sells

1
+$61.3M
2
+$36.3M
3
+$24.5M
4
HCA icon
HCA Healthcare
HCA
+$23.6M
5
BSX icon
Boston Scientific
BSX
+$21.7M

Sector Composition

1 Healthcare 98.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.2M 7.13%
+450,000
2
$47.8M 6.66%
1,060,000
-408,787
3
$44M 6.14%
440,255
+250,255
4
$40.5M 5.65%
316,661
+56,661
5
$38.4M 5.35%
632,189
+311,189
6
$36.7M 5.12%
170,000
+100,000
7
$34.2M 4.77%
422,260
+18,836
8
$34.1M 4.75%
110,000
-20,000
9
$33.9M 4.72%
250,000
-143,024
10
$31.7M 4.41%
+750,000
11
$31.1M 4.34%
97,893
-12,968
12
$30.1M 4.2%
+60,000
13
$29M 4.05%
+543,696
14
$27.2M 3.79%
+114,506
15
$26.4M 3.68%
70,000
+32,596
16
$26.3M 3.66%
40,000
+5,000
17
$25.6M 3.57%
237,470
-336,997
18
$21.4M 2.99%
280,000
-320,000
19
$21.2M 2.96%
149,777
-40,223
20
$17.1M 2.39%
+700,000
21
$16.7M 2.33%
1,437,246
+1,118,584
22
$16M 2.23%
24,000
-11,000
23
$15.7M 2.19%
+58,200
24
$11.3M 1.58%
1,826,728
-166,306
25
$9.91M 1.38%
1,006,229
1
2