ITP

Iron Triangle Partners Portfolio holdings

AUM $703M
1-Year Est. Return 27.44%
This Quarter Est. Return
1 Year Est. Return
+27.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$634M
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$27.7M
3
+$26.6M
4
GH icon
Guardant Health
GH
+$25.6M
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$17.7M

Top Sells

1
+$61.1M
2
+$45.4M
3
+$38M
4
EXAS icon
Exact Sciences
EXAS
+$33.7M
5
HQY icon
HealthEquity
HQY
+$32.2M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.9M 7.71%
319,566
+59,142
2
$41.3M 6.52%
300,000
+113,998
3
$40.4M 6.37%
192,819
-181,193
4
$34.1M 5.37%
2,217,730
+17,694
5
$33.5M 5.28%
332,167
-162,842
6
$31.6M 4.98%
431,221
-412,792
7
$28.2M 4.44%
+209,454
8
$27.8M 4.39%
106,029
-47,985
9
$27.7M 4.36%
+376,330
10
$26.6M 4.2%
+97,840
11
$25.6M 4.03%
+600,867
12
$24.4M 3.84%
208,438
-387,888
13
$24.3M 3.83%
229,738
-177,284
14
$21.3M 3.35%
1,232,798
-967,202
15
$20.9M 3.29%
360,000
+47,425
16
$17.7M 2.78%
+65,409
17
$17.5M 2.76%
+1,614,045
18
$16.6M 2.62%
423,913
-68,558
19
$16.5M 2.6%
27,874
-7,126
20
$16.2M 2.56%
146,836
-171,359
21
$16.1M 2.54%
+130,000
22
$15.9M 2.5%
+2,134,061
23
$14.9M 2.34%
30,000
-45,000
24
$14.7M 2.31%
+250,000
25
$13.1M 2.06%
+722,341
1
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