Daventry Group, LP Portfolio Holdings by Sector
Daventry Group, LP
- $262 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
ESTC FROG NCNO PTC 4 stocks |
$158,214
60.42% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
TENB MDB 2 stocks |
$49,040
18.73% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HCAT CERT 2 stocks |
$35,229
13.45% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX 1 stocks |
$19,375
7.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|