Iron Triangle Partners LP Portfolio Holdings by Sector

Iron Triangle Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Devices \| Healthcare BSX GMED PODD AHCO 4 stocks	$110,414 17.9% of portfolio	1	3	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare BGNE ALNY ARGX JAZZ ADPT TECH 6 stocks	$102,991 16.7% of portfolio	5	1	5	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare DVA THC EHAB 3 stocks	$87,075 14.12% of portfolio	3	-	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV AZN 2 stocks	$68,059 11.03% of portfolio	1	1	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare GH A TWST 3 stocks	$66,621 10.8% of portfolio	1	2	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare MMSI NVST ISRG 3 stocks	$60,421 9.79% of portfolio	-	3	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TEVA NBIX 2 stocks	$50,326 8.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$41,331 6.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare DOCS TXG 2 stocks	$29,620 4.8% of portfolio	2	-	1	-	0 Calls 0 Puts

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