Daventry Group, LP Portfolio Holdings by Sector
Daventry Group, LP
- $251 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
ESTC PTC NCNO FROG 4 stocks |
$110,966
44.14% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
TENB MDB 2 stocks |
$60,764
24.17% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HCAT CERT 2 stocks |
$37,409
14.88% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX 1 stocks |
$21,230
8.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
CRL 1 stocks |
$21,043
8.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|