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
$773M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$33.4M
3
+$30.6M
4
INSP icon
Inspire Medical Systems
INSP
+$30.5M
5
SNY icon
Sanofi
SNY
+$24.9M

Top Sells

1
+$47.6M
2
+$34.2M
3
+$33.5M
4
UHS icon
Universal Health Services
UHS
+$27.4M
5
BSX icon
Boston Scientific
BSX
+$21.1M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.6M 7.97%
791,993
+26,789
2
$49.1M 6.35%
321,886
-179,914
3
$48.9M 6.32%
172,675
+42,675
4
$44.7M 5.78%
3,000,000
-412,350
5
$42.2M 5.46%
+76,025
6
$40.5M 5.24%
120,000
-22,000
7
$38.7M 5.01%
250,000
8
$37M 4.79%
80,000
+10,000
9
$36M 4.66%
290,000
-275,753
10
$33.4M 4.32%
+1,044,530
11
$33.1M 4.28%
450,000
+19,157
12
$30.6M 3.96%
+226,160
13
$30.5M 3.95%
+150,000
14
$28.3M 3.66%
4,859,607
+623,479
15
$26.8M 3.47%
479,374
-187,571
16
$24.9M 3.22%
+500,000
17
$22.9M 2.96%
380,000
-72,629
18
$19.4M 2.52%
244,606
-185,394
19
$19.3M 2.5%
+200,000
20
$18.8M 2.43%
+2,052,551
21
$18.1M 2.34%
1,843,278
+43,278
22
$16.8M 2.17%
+468,585
23
$14.8M 1.92%
+82,537
24
$14.4M 1.87%
1,284,947
+304,484
25
$13.6M 1.76%
+1,300,000
1
2