Iron Triangle Partners LP Portfolio Holdings by Sector

Iron Triangle Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Diagnostics & Research \| Healthcare MEDP ILMN DHR EXAS TWST MYGN 6 stocks	$213,530 30.15% of portfolio	4	2	4	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC ACHC BKD 3 stocks	$117,152 16.54% of portfolio	1	2	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ELAN TEVA ELAN 3 stocks	$108,234 15.28% of portfolio	2	1	-	-	1 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare NVST ISRG MMSI 3 stocks	$103,597 14.63% of portfolio	2	1	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare AXSM GERN INSM ACAD 4 stocks	$62,561 8.83% of portfolio	3	1	3	-	0 Calls 0 Puts
Medical Devices \| Healthcare GKOS PODD 2 stocks	$53,960 7.62% of portfolio	-	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare OSCR 1 stocks	$34,188 4.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare SNY 1 stocks	$15,091 2.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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