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
$966M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$47.4M
3
+$46.6M
4
APLS icon
Apellis Pharmaceuticals
APLS
+$32.3M
5
FTRE icon
Fortrea Holdings
FTRE
+$31.8M

Top Sells

1
+$49.1M
2
+$42.2M
3
+$33.4M
4
INSP icon
Inspire Medical Systems
INSP
+$30.5M
5
ELAN icon
Elanco Animal Health
ELAN
+$27.7M

Sector Composition

1 Healthcare 97.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.5M 7.33%
902,813
+110,820
2
$65.4M 6.7%
471,631
+181,631
3
$50.7M 5.19%
150,853
-21,822
4
$50.3M 5.15%
276,098
+26,098
5
$49.6M 5.08%
124,337
+4,337
6
$48.3M 4.95%
+700,000
7
$47.4M 4.85%
+119,736
8
$46.6M 4.77%
+141,958
9
$45.4M 4.65%
340,019
+113,859
10
$43.8M 4.49%
466,521
+16,521
11
$40.5M 4.15%
429,525
+184,919
12
$39.1M 4%
2,769,864
+1,469,864
13
$39M 3.99%
5,897,960
+1,038,353
14
$32.3M 3.31%
+550,000
15
$31.8M 3.25%
+791,233
16
$30.3M 3.11%
+220,000
17
$29.4M 3.01%
+1,150,000
18
$26M 2.66%
+79,736
19
$23.3M 2.39%
863,323
+394,738
20
$23.2M 2.37%
+973,057
21
$21.5M 2.2%
+226,066
22
$21.1M 2.16%
1,297,132
-1,702,868
23
$21M 2.15%
+300,000
24
$20.1M 2.06%
37,419
-42,581
25
$19.8M 2.03%
1,334,503
-718,048
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