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
$558M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$40.7M
3
+$32.1M
4
ICLR icon
Icon
ICLR
+$27.4M
5
SGRY icon
Surgery Partners
SGRY
+$20.3M

Top Sells

1
+$30.5M
2
+$29.6M
3
+$27.5M
4
GH icon
Guardant Health
GH
+$26.2M
5
HCA icon
HCA Healthcare
HCA
+$25.7M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.7M 7.84%
225,000
+141,202
2
$43.6M 7.81%
200,000
-2,000
3
$42.3M 7.58%
+300,000
4
$40.7M 7.29%
+492,000
5
$35.7M 6.39%
1,280,000
+730,000
6
$32.1M 5.75%
+373,569
7
$31.5M 5.64%
650,000
-250,000
8
$30.1M 5.4%
178,000
+78,000
9
$27.8M 4.98%
600,000
-100,000
10
$26.7M 4.79%
407,074
+84,796
11
$20.2M 3.61%
80,000
-20,000
12
$19.9M 3.57%
+71,576
13
$19.9M 3.56%
60,000
-83,010
14
$18.6M 3.33%
+70,000
15
$16.5M 2.95%
200,000
-150,000
16
$14M 2.5%
107,749
-42,251
17
$13.9M 2.49%
1,700,000
-1,300,000
18
$13.6M 2.44%
120,080
-29,920
19
$12.1M 2.17%
190,000
-110,000
20
$12M 2.14%
100,089
-255,512
21
$9.42M 1.69%
+370,294
22
$8.88M 1.59%
+240,240
23
$8.25M 1.48%
+75,000
24
$6.67M 1.2%
874,731
-25,269
25
$6.55M 1.17%
+128,452
1
2