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Size ($ in 1000's)
At 12/31/2023: $232,897 At 09/30/2023: $156,852
Daventry Group LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Daventry Group LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Daventry Group LP top holdings by largest position size, as per the latest 13f filing made by Daventry Group LP.
In the Daventry Group LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Daventry Group LP in that top holding, then the share count change between reporting periods, and finally the Daventry Group LP top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
TENABLE HLDGS INC |
936,576 |
+373,165 |
$43,139 | TENB | 936,576 | +373,165 | $43,139 | PTC INC |
205,051 |
+44,936 |
$35,876 | PTC | 205,051 | +44,936 | $35,876 | ELASTIC N V |
317,647 |
-16,200 |
$35,779 | ESTC | 317,647 | -16,200 | $35,779 | HASHICORP INC |
1,144,036 |
+358,096 |
$27,045 | HCP | 1,144,036 | +358,096 | $27,045 | CHARLES RIV LABS INTL INC |
111,162 |
+32,554 |
$26,279 | CRL | 111,162 | +32,554 | $26,279 | EVERBRIDGE INC |
780,262 |
+183,974 |
$18,968 | EVBG | 780,262 | +183,974 | $18,968 | AGILON HEALTH INC |
1,508,432 |
+1,508,432 |
$18,931 | AGL | 1,508,432 | +1,508,432 | $18,931 | HEALTH CATALYST INC |
1,920,375 |
+346,200 |
$17,783 | HCAT | 1,920,375 | +346,200 | $17,783 |
See Full List: All Stocks Held By Daventry Group LP
— Including: Biggest new positions Biggest exits Biggest increased positions
See Details: Top 10 Stocks Held By Daventry Group LP
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