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ITP

Iron Triangle Partners Portfolio holdings

AUM $875M
1-Year Est. Return 49.85%
This Fund
S&P 500
This Quarter Est. Return
+4.22%
1 Year Est. Return
+49.85%
3 Year Est. Return
+151.9%
5 Year Est. Return
+239.84%
10 Year Est. Return
–
AUM
$984M
AUM Growth
+$7.35M
Cap. Flow
+$19.2M
Cap. Flow %
1.95%
Top 10 Hldgs %
56.94%
Holding
39
New
10
Increased
11
Reduced
5
Closed
13

Top Buys

Rank Stock Value
1
EW icon
Edwards Lifesciences
EW
+$64.4M
2
INSP icon
Inspire Medical Systems
INSP
+$53.4M
3
PODD icon
Insulet
PODD
+$47.6M
4
DHR icon
Danaher
DHR
+$47.2M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$46.2M

Top Sells

Rank Stock Value
1
ICLR icon
Icon
ICLR
+$50.7M
2
EXAS
Exact Sciences
EXAS
+$48.3M
3
ALGN icon
Align Technology
ALGN
+$46.6M
4
ILMN icon
Illumina
ILMN
+$45.4M
5
BRKR icon
Bruker
BRKR
+$43.8M

Sector Composition

Rank Sector Weight
1 Healthcare 96.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EW icon
1
Edwards Lifesciences
EW
$47.8B
$67.2M 6.83%
+727,180
New +$64.4M
DXCM icon
2
DexCom
DXCM
$28.3B
$66M 6.71%
582,199
+110,568
+23% +$14M
GKOS icon
3
Glaukos
GKOS
$8.92B
$60.1M 6.11%
508,156
+78,631
+18% +$8.35M
ACHC icon
4
Acadia Healthcare
ACHC
$2.99B
$56.7M 5.76%
839,075
-63,738
-7% -$4.45M
ISRG icon
5
Intuitive Surgical
ISRG
$128B
$53.8M 5.47%
120,986
-3,351
-3% -$1.33M
MCK icon
6
McKesson
MCK
$99.5B
$53.8M 5.47%
92,125
+54,706
+146% +$30.5M
TEVA icon
7
Teva Pharmaceuticals
TEVA
$36.2B
$53.6M 5.45%
3,300,185
+530,321
+19% +$8.17M
PODD icon
8
Insulet
PODD
$11.4B
$53.3M 5.42%
+264,041
New +$47.6M
ABBV icon
9
AbbVie
ABBV
$454B
$48.8M 4.96%
284,657
+8,559
+3% +$1.42M
DHR icon
10
Danaher
DHR
$138B
$46.7M 4.75%
+187,011
New +$47.2M
ELAN icon
11
Elanco Animal Health
ELAN
$12.7B
$46.6M 4.74%
3,228,439
+1,931,307
+149% +$30.9M
BMRN icon
12
BioMarin Pharmaceuticals
BMRN
$11.6B
$45.7M 4.65%
+555,140
New +$46.2M
WST icon
13
West Pharmaceutical
WST
$23.3B
$43.8M 4.45%
132,908
+13,172
+11% +$4.65M
BKD icon
14
Brookdale Senior Living
BKD
$3.69B
$39.6M 4.03%
5,801,941
-96,019
-2% -$649K
INSP icon
15
Inspire Medical Systems
INSP
$1.47B
$37.7M 3.84%
+281,992
New +$53.4M
OSCR icon
16
Oscar Health
OSCR
$8.54B
$29M 2.95%
1,832,256
+497,753
+37% +$9.15M
INSM icon
17
Insmed
INSM
$22.7B
$27.7M 2.81%
+413,196
New +$16M
NBIX icon
18
Neurocrine Biosciences
NBIX
$17.7B
$27.5M 2.8%
200,000
-20,000
-9% -$2.74M
ARGX icon
19
argenx
ARGX
$55.6B
$26.5M 2.7%
61,704
+16,704
+37% +$6.39M
TWST icon
20
Twist Bioscience
TWST
$5.39B
$25.9M 2.64%
+526,455
New +$21.5M
SDGR icon
21
Schrodinger
SDGR
$1.14B
$21.9M 2.23%
1,133,102
+269,779
+31% +$6.22M
ACHC icon
22
CALL
Acadia Healthcare
ACHC
$2.99B
$20.1M 2.05%
+298,200
New +$20.8M
AGL icon
23
Agilon Health
AGL
$1.64B
$16.5M 1.68%
+100,777
New +$14.4M
ELAN icon
24
CALL
Elanco Animal Health
ELAN
$12.7B
$9.54M 0.97%
660,800
+50,300
+8% +$804K
MASS icon
25
908 Devices
MASS
$293M
$3.75M 0.38%
728,865
-311,903
-30% -$1.88M
1
2

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Iron Triangle Partners's Q2 2024 Portfolio in Review

As of Q2 2024, Iron Triangle Partners held 39 positions worth $984M, up 0.75% from $976M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Iron Triangle Partners's Q2 2024 filing shows 10 new, 11 increased, 5 reduced and 13 closed positions. Its largest new stake was Edwards Lifesciences: 727,180 shares worth $67.2M. The largest sale was Icon, an estimated $50.7M.

By sector, the portfolio is most concentrated in Healthcare at 97% of assets, up from 97% a quarter earlier.

  • Iron Triangle Partners's largest Q2 2024 buy was Edwards Lifesciences: 727,180 shares worth $67.2M.
  • Iron Triangle Partners added most to Elanco Animal Health in Q2 2024, an estimated $30.9M increase.
  • Iron Triangle Partners's biggest Q2 2024 reduction was Acadia Healthcare, cutting an estimated $4.45M.
  • Iron Triangle Partners fully exited Icon in Q2 2024, selling an estimated $50.7M.
  • Iron Triangle Partners's ten largest holdings make up 57% of its $984M portfolio in Q2 2024.
  • Iron Triangle Partners opened 10 new positions and closed 13 in Q2 2024.
  • Iron Triangle Partners's portfolio value rose 0.75% quarter-over-quarter to $984M.

Based on Iron Triangle Partners's 13F filing for Q2 2024, filed 14 Aug 2024.