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
$858M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$69.8M
3
+$66.5M
4
UNH icon
UnitedHealth
UNH
+$61.1M
5
BSX icon
Boston Scientific
BSX
+$44.2M

Top Sells

1
+$62.6M
2
+$57.4M
3
+$51.3M
4
ACHC icon
Acadia Healthcare
ACHC
+$50.9M
5
OSCR icon
Oscar Health
OSCR
+$34.2M

Sector Composition

1 Healthcare 97.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.1M 8.82%
+596,326
2
$69.8M 7.68%
+844,013
3
$66.5M 7.32%
+374,012
4
$61.1M 6.72%
+120,700
5
$48.5M 5.34%
2,200,036
+256,246
6
$44.2M 4.87%
+495,009
7
$43.4M 4.78%
+318,195
8
$42.4M 4.67%
2,200,000
+10,631
9
$40.2M 4.43%
154,014
+44,014
10
$39.4M 4.33%
407,022
+154,022
11
$39.1M 4.31%
75,000
+2,999
12
$38.9M 4.29%
+260,424
13
$33.7M 3.71%
600,000
+200,129
14
$32.2M 3.54%
+335,614
15
$29.9M 3.29%
90,000
-102,842
16
$22.9M 2.52%
492,471
-17,529
17
$22.5M 2.48%
+250,000
18
$22.5M 2.48%
150,000
-67,674
19
$22M 2.42%
+186,002
20
$21.5M 2.37%
+35,000
21
$20.3M 2.23%
+551,893
22
$16.7M 1.84%
+312,575
23
– –
-750,000
24
– –
-802,151
25
– –
-252,266
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