Iron Triangle Partners LP Portfolio Holdings by Sector

Iron Triangle Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Devices \| Healthcare GMED BSX PODD GKOS 4 stocks	$176,721 19.9% of portfolio	3	1	2	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare A EXAS MEDP TWST 4 stocks	$166,609 18.76% of portfolio	2	2	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare NVST MMSI ISRG 3 stocks	$120,952 13.62% of portfolio	3	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH UNH 2 stocks	$111,643 12.57% of portfolio	2	-	2	-	1 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TEVA NBIX 2 stocks	$91,921 10.35% of portfolio	2	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$66,461 7.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY DOCS 2 stocks	$48,890 5.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare DVA 1 stocks	$38,946 4.38% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs XBI 1 stocks	$22,515 2.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$21,998 2.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare ARGX 1 stocks	$21,525 2.42% of portfolio	1	-	1	-	0 Calls 0 Puts

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