Iron Triangle Partners LP Portfolio Holdings by Sector

Iron Triangle Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Diagnostics & Research \| Healthcare CRL ICLR EXAS GH TWST 5 stocks	$132,081 21.24% of portfolio	4	1	3	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT GKOS PODD AHCO 4 stocks	$102,358 16.46% of portfolio	3	1	2	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC HCA BKD EHAB 4 stocks	$85,829 13.8% of portfolio	2	2	2	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare MMSI ISRG NVST 3 stocks	$81,435 13.09% of portfolio	2	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS OSCR 2 stocks	$71,031 11.42% of portfolio	2	-	2	-	0 Calls 1 Puts
Biotechnology \| Healthcare ADPT BGNE ALNY ARGX INSM 5 stocks	$56,220 9.04% of portfolio	1	4	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$46,404 7.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare DOCS 1 stocks	$28,909 4.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$17,683 2.84% of portfolio	-	1	-	-	0 Calls 0 Puts

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