Daventry Group, LP Portfolio Holdings by Sector
Daventry Group, LP
- $231 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
ESTC FROG PTC NCNO 4 stocks |
$157,583
68.14% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
S MDB 2 stocks |
$55,850
24.15% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
CERT 1 stocks |
$17,845
7.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|