Asset Manager
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Iron Triangle Partners LP
Market Value
$864M
+22.8%
Holdings
40
+4
New Purchases
15
Added To
8
Closed
14
Reduced
3
Top 10 Concentration
53.9%
Turnover
72.5%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ISRG | 6.19% | 0.00% | +6.19% | $53M |
| BSX | 4.64% | 0.00% | +4.64% | $40M |
| WAT | 4.62% | 0.00% | +4.62% | $40M |
| BRKRP | 4.33% | 0.00% | +4.33% | $37M |
| VRTX | 4.04% | 0.00% | +4.04% | $35M |
| FTRE | 3.97% | 0.00% | +3.97% | $34M |
| MMSI | 3.93% | 0.00% | +3.93% | $34M |
| TECH | 3.18% | 0.00% | +3.18% | $27M |
| ATEC | 3.13% | 0.00% | +3.13% | $27M |
| NVST | 2.98% | 0.00% | +2.98% | $26M |
| JAZZ | 5.75% | 2.81% | +2.94% | $50M |
| CRL | 8.77% | 5.96% | +2.81% | $76M |
| UNH | 2.68% | 0.00% | +2.68% | $23M |
| ABT | 2.54% | 0.00% | +2.54% | $22M |
| VCYT | 4.78% | 2.37% | +2.41% | $41M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| DXCM | 0.00% | 8.13% | -8.13% | $0 |
| ABBV | 0.00% | 6.60% | -6.60% | $0 |
| MDT | 0.00% | 6.14% | -6.14% | $0 |
| CVS | 3.97% | 8.55% | -4.58% | $34M |
| GKOS | 0.00% | 3.98% | -3.98% | $0 |
| THC | 0.00% | 3.97% | -3.97% | $0 |
| EXAS | 0.00% | 3.89% | -3.89% | $0 |
| ADPT | 0.00% | 3.87% | -3.87% | $0 |
| MDGL | 0.00% | 3.81% | -3.81% | $0 |
| GH | 0.00% | 3.55% | -3.55% | $0 |
| CAH | 0.00% | 3.08% | -3.08% | $0 |
| NBIX | 0.00% | 2.62% | -2.62% | $0 |
| WST | 0.00% | 2.61% | -2.61% | $0 |
| FOLD | 0.00% | 2.21% | -2.21% | $0 |
| BTSG | 3.89% | 5.21% | -1.32% | $34M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $61M | 7.0% |
| Large Cap | 19 | $345M | 40.0% |
| Mid Cap | 14 | $361M | 41.8% |
| Small Cap | 4 | $97M | 11.2% |
Portfolio Analytics
Avg Market Cap
$71.4B
Median Market Cap
$13.4B
Avg P/E
43.1
Median P/E
37.7
Avg Dividend Yield
0.00%
Avg Beta
0.88
# Stocks
40
# ETFs / Funds
0
Top Holdings (40 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CRL | 8.77% | 379,728 | $76M | $199.48 | $34M | +111,728 | +41.7% | |
| 2 | ISRG | 6.19% | 94,459 | $53M | $566.36 | — | +94,459 | — | NEW |
| 3 | RGEN | 6.08% | 320,474 | $53M | $163.86 | $16M | +50,474 | +18.7% | |
| 4 | JAZZ | 5.75% | 292,170 | $50M | $170.00 | $30M | +142,170 | +94.8% | |
| 5 | VCYT | 4.78% | 980,391 | $41M | $42.10 | $25M | +495,391 | +102.1% | |
| 6 | BSX | 4.64% | 420,773 | $40M | $95.35 | — | +420,773 | — | NEW |
| 7 | WAT | 4.62% | 105,167 | $40M | $379.83 | — | +105,167 | — | NEW |
| 8 | BKD | 4.36% | 3,491,663 | $38M | $10.79 | $14M | +653,302 | +23.0% | |
| 9 | LLY | 4.36% | 35,045 | $38M | $1,074.68 | -$148K | -14,510 | -29.3% | |
| 10 | BRKRP | 4.33% | 794,380 | $37M | $47.11 | — | +794,380 | — | NEW |
| 11 | VRTX | 4.04% | 76,910 | $35M | $453.36 | — | +76,910 | — | NEW |
| 12 | CVS | 3.97% | 432,457 | $34M | $79.36 | -$26M | -365,443 | -45.8% | |
| 13 | FTRE | 3.97% | 1,986,333 | $34M | $17.25 | — | +1,986,333 | — | NEW |
| 14 | MMSI | 3.93% | 385,660 | $34M | $88.14 | — | +385,660 | — | NEW |
| 15 | BTSG | 3.89% | 897,427 | $34M | $37.45 | -$3M | -341,093 | -27.5% | |
| 16 | DOCS | 3.52% | 686,568 | $30M | $44.28 | $15M | +476,568 | +226.9% | |
| 17 | TECH | 3.18% | 467,409 | $27M | $58.81 | — | +467,409 | — | NEW |
| 18 | ATEC | 3.13% | 1,285,685 | $27M | $21.04 | — | +1,285,685 | — | NEW |
| 19 | AHCO | 3.01% | 2,609,003 | $26M | $9.96 | $9M | +684,871 | +35.6% | |
| 20 | NVST | 2.98% | 1,186,704 | $26M | $21.71 | — | +1,186,704 | — | NEW |
| 21 | UNH | 2.68% | 70,126 | $23M | $330.11 | — | +70,126 | — | NEW |
| 22 | ABT | 2.54% | 175,333 | $22M | $125.29 | — | +175,333 | — | NEW |
| 23 | IDYA | 1.87% | 467,484 | $16M | $34.57 | $9M | +197,484 | +73.1% | |
| 24 | XENE | 1.21% | 233,688 | $10M | $44.82 | — | +233,688 | — | NEW |
| 25 | DNTH | 1.10% | 230,730 | $10M | $41.21 | — | +230,730 | — | NEW |
| 26 | MLYS | 1.08% | 257,085 | $9M | $36.29 | — | +257,085 | — | NEW |
| 27 | FOLD | —% | — | — | — | -$16M | -1,971,260 | -100.0% | SOLD |
| 28 | ABBV | —% | — | — | — | -$46M | -200,326 | -100.0% | SOLD |
| 29 | ARGX | —% | — | — | — | -$7M | -9,900 | -100.0% | SOLD |
| 30 | GKOS | —% | — | — | — | -$28M | -342,804 | -100.0% | SOLD |
| 31 | THC | —% | — | — | — | -$28M | -137,448 | -100.0% | SOLD |
| 32 | MDT | —% | — | — | — | -$43M | -453,347 | -100.0% | SOLD |
| 33 | ADPT | —% | — | — | — | -$27M | -1,820,915 | -100.0% | SOLD |
| 34 | CAH | —% | — | — | — | -$22M | -138,011 | -100.0% | SOLD |
| 35 | EXAS | —% | — | — | — | -$27M | -500,000 | -100.0% | SOLD |
| 36 | NBIX | —% | — | — | — | -$18M | -131,390 | -100.0% | SOLD |
| 37 | DXCM | —% | — | — | — | -$57M | -850,000 | -100.0% | SOLD |
| 38 | GH | —% | — | — | — | -$25M | -400,000 | -100.0% | SOLD |
| 39 | WST | —% | — | — | — | -$18M | -70,000 | -100.0% | SOLD |
| 40 | MDGL | —% | — | — | — | -$27M | -58,378 | -100.0% | SOLD |