Daventry Group, LP Portfolio Holdings by Sector
Daventry Group, LP
- $224 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
PTC ESTC NCNO 3 stocks |
$98,371
43.93% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
TENB 1 stocks |
$45,528
20.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
CERT HCAT 2 stocks |
$32,481
14.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
CRL 1 stocks |
$24,726
11.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX 1 stocks |
$22,812
10.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|