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
$684M
AUM Growth
-$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$38.4M
3
+$33.5M
4
MCK icon
McKesson
MCK
+$30.4M
5
LEGN icon
Legend Biotech
LEGN
+$30.4M

Top Sells

1
+$54.2M
2
+$29.8M
3
+$28.8M
4
SGRY icon
Surgery Partners
SGRY
+$26.1M
5
BSX icon
Boston Scientific
BSX
+$23.8M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.1M 9.22%
501,800
+31,800
2
$53.8M 7.86%
765,204
+261,757
3
$52.8M 7.71%
565,753
+415,753
4
$47.6M 6.95%
210,635
+10,635
5
$41.5M 6.07%
142,000
+22,000
6
$38.4M 5.61%
+3,412,350
7
$37.3M 5.45%
250,000
-200,000
8
$33.5M 4.89%
+880,000
9
$32.4M 4.73%
430,000
+120,000
10
$32M 4.68%
130,000
-220,000
11
$30.4M 4.45%
+70,000
12
$30.4M 4.44%
+452,629
13
$28M 4.09%
570,126
+32,220
14
$27.5M 4.02%
666,945
+286,945
15
$26.8M 3.92%
+430,843
16
$21.1M 3.09%
400,000
-450,000
17
$17.5M 2.56%
4,236,128
+52,775
18
$17.2M 2.52%
+330,549
19
$17.1M 2.49%
250,000
-250,000
20
$15M 2.2%
1,800,000
-600,000
21
$10.9M 1.59%
738,062
+423,267
22
$6.53M 0.95%
980,463
+80,463
23
$3.47M 0.51%
150,211
-314,724
24
– –
-300,000
25
– –
-70,000
1
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