Iron Triangle Partners LP Portfolio Holdings by Sector

Iron Triangle Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Devices \| Healthcare DXCM MDT GKOS AHCO 4 stocks	$145,547 21.83% of portfolio	4	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare ADPT MDGL JAZZ VCYT FOLD IDYA ARGX 7 stocks	$120,615 18.09% of portfolio	6	1	5	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare CRL EXAS GH 3 stocks	$94,278 14.14% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY 2 stocks	$84,193 12.63% of portfolio	1	1	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$60,153 9.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RGEN WST 2 stocks	$54,453 8.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC BKD 2 stocks	$51,947 7.79% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$21,662 3.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare NBIX 1 stocks	$18,444 2.77% of portfolio	1	-	1	-	0 Calls 0 Puts

Health Information Services \| Healthcare DOCS 1 stocks	$15,361 2.3% of portfolio	-	1	-	-	0 Calls 0 Puts

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