Ownership history in Triatomic Management LP Β· 12 quarters on record
This page tracks every 13F SEC filing in which Triatomic Management LP reported a position in THE ONCOLOGY INSTITUTE INC (TOI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Triatomic Management LP underperformed the S&P 500 by β56.4% annually on this TOI position. Timing score: 44% (4/9 decisions correct). Average cost basis: $4.09. Maximum drawdown during holding period: β96.6%.
β Significantly underperformed the S&P 500 by 56.4% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct
Best entry: $0.68 (2023 Q1) Β· Worst: $9.75 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 4 trims. Bought during 3 of 9 down-price quarters. π More buys than sells across the holding period.
π Triatomic Management LP has been actively increasing its TOI allocation β a bullish signal from insiders.
Currently 10.89% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size