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
$693M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$37.8M
3
+$32.5M
4
SNY icon
Sanofi
SNY
+$28.8M
5
DXCM icon
DexCom
DXCM
+$25.6M

Top Sells

1
+$42.3M
2
+$30.1M
3
+$27.8M
4
UTHR icon
United Therapeutics
UTHR
+$19.9M
5
CI icon
Cigna
CI
+$19.9M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.2M 9.26%
1,179,736
+529,736
2
$51M 7.36%
+320,000
3
$40.6M 5.85%
190,000
-35,000
4
$39.5M 5.7%
340,000
+219,920
5
$37.8M 5.45%
+80,000
6
$37M 5.34%
512,706
+312,706
7
$34.8M 5.03%
420,000
+46,431
8
$32.5M 4.68%
+1,000,402
9
$31.7M 4.58%
340,000
-152,000
10
$30.7M 4.42%
120,000
+50,000
11
$28.8M 4.15%
425,000
+17,926
12
$28.1M 4.06%
815,552
-464,448
13
$26.6M 3.84%
2,300,000
+600,000
14
$26.2M 3.78%
130,000
-70,000
15
$25M 3.61%
+50,000
16
$24.1M 3.48%
+500,000
17
$22.1M 3.18%
160,000
+52,251
18
$19.5M 2.82%
+350,000
19
$16.4M 2.36%
70,000
-10,000
20
$15.7M 2.26%
+595,697
21
$14.2M 2.04%
+600,000
22
$9.03M 1.3%
1,050,000
+175,269
23
$9.01M 1.3%
+400,000
24
$8.86M 1.28%
+868,939
25
$8.05M 1.16%
+312,664
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