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
$572M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$34.2M
3
+$25.7M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$21.8M
5
PODD icon
Insulet
PODD
+$18.4M

Top Sells

1
+$53.6M
2
+$31.5M
3
+$28.9M
4
DXCM icon
DexCom
DXCM
+$28.2M
5
RGEN icon
Repligen
RGEN
+$28.1M

Sector Composition

1 Healthcare 98.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.8M 6.95%
+202,000
2
$39.7M 6.94%
143,010
+63,010
3
$37.8M 6.6%
355,601
+5,601
4
$34.2M 5.98%
+900,000
5
$29.6M 5.17%
440,000
-45,541
6
$27.4M 4.78%
350,000
-200,000
7
$27.1M 4.74%
700,000
-300,000
8
$26.2M 4.58%
487,193
-503,375
9
$25.7M 4.5%
+140,000
10
$21.8M 3.81%
+300,000
11
$20.9M 3.65%
50,000
-7,955
12
$18.7M 3.27%
100,000
-150,000
13
$18.4M 3.21%
+80,000
14
$18.1M 3.16%
+250,000
15
$17.7M 3.1%
100,000
-13,938
16
$17.6M 3.08%
322,278
-2,730
17
$17.4M 3.04%
+3,000,000
18
$17M 2.97%
35,000
-65,000
19
$16.6M 2.9%
+150,000
20
$16.4M 2.87%
265,076
+115,076
21
$16M 2.8%
+80,000
22
$15.4M 2.69%
83,798
-76,202
23
$14.8M 2.59%
900,000
+50,000
24
$12.9M 2.25%
550,000
+281,824
25
$12.1M 2.11%
150,000
-350,000
1
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