Institutions / Daventry Group, LP
Daventry Group, LP
CIK 1823718 · Institution · as of Dec 31, 2025
Portfolio value
$150.36M
Positions
7
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Jfrog Ltd | $29.71M | 19.8% |
| Elastic N.V. | $29.01M | 19.3% |
| MongoDB, Inc. | $28.41M | 18.9% |
| ServiceTitan, Inc. | $24.11M | 16.0% |
| SailPoint, Inc.SAIL | $18.89M | 12.6% |
| Belden Inc. | $11.03M | 7.3% |
| PTC Inc | $9.21M | 6.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.