13F HOLDINGS REPORT
Daventry Group, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001892688-25-000121
Total Value
$231.3M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELASTIC N V | ESTC | 541,641 | $48.3M | 20.87% |
| 2 | JFROG LTD | FROG | 1,351,433 | $43.2M | 18.70% |
| 3 | PTC INC | PTC | 235,844 | $36.5M | 15.80% |
| 4 | SENTINELONE INC | S | 1,700,509 | $30.9M | 13.37% |
| 5 | NCINO INC | NCNO | 1,075,148 | $29.5M | 12.77% |
| 6 | MONGODB INC | MDB | 142,161 | $24.9M | 10.78% |
| 7 | CERTARA INC | CERT | 1,802,527 | $17.8M | 7.72% |