ITP

Iron Triangle Partners Portfolio holdings

AUM $875M
1-Year Est. Return 49.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$68.8M
3
+$68.6M
4
GMED icon
Globus Medical
GMED
+$66.6M
5
BSX icon
Boston Scientific
BSX
+$43.6M

Top Sells

1
+$62.6M
2
+$57.4M
3
+$51.3M
4
ACHC icon
Acadia Healthcare
ACHC
+$50.9M
5
MEDP icon
Medpace
MEDP
+$34.9M

Sector Composition

1 Healthcare 97.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.1M 9.34%
+596,326
2
$69.8M 8.14%
+844,013
3
$66.5M 7.75%
+374,012
4
$61.1M 7.12%
+120,700
5
$48.5M 5.65%
2,200,036
+256,246
6
$44.2M 5.15%
+495,009
7
$43.4M 5.06%
+318,195
8
$42.4M 4.95%
2,200,000
+10,631
9
$40.2M 4.69%
154,014
+44,014
10
$39.4M 4.59%
407,022
+154,022
11
$39.1M 4.56%
75,000
+2,999
12
$38.9M 4.54%
+260,424
13
$33.7M 3.93%
600,000
+200,129
14
$32.2M 3.75%
+335,614
15
$29.9M 3.49%
90,000
-102,842
16
$22.9M 2.67%
492,471
-17,529
17
$22.5M 2.62%
+250,000
18
$22.5M 2.62%
150,000
-67,674
19
$22M 2.56%
+186,002
20
$21.5M 2.51%
+35,000
21
$20.3M 2.36%
+551,893
22
$16.7M 1.95%
+312,575
23
– –
-750,000
24
– –
-802,151
25
– –
-252,266
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