AFTON CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0001232960 · Charlotte, NC

As of Sep 30, 2022, AFTON CAPITAL MANAGEMENT LLC reported 17 positions worth $30.6K in its SEC Form 13F filing.

Top 17 holdings

SecurityTickerSectorSharesValue% of portfolio
OCCIDENTAL PETROLEUM CORPOXYEnergy75,000$4.6K15.08%
ENOVIX CORPENVXIndustrials250,000$4.6K15.00%
CONTINENTAL RES INC——30,955$2.1K6.77%
BILL HOLDINGS INCBILLTechnology15,000$2.0K6.50%
NORTHROP GRUMMAN CORPNOCIndustrials4,000 .9K6.15%
PAYPAL HOLDINGS INCPYPLFinancial Services20,000 .7K5.63%
SNOWFLAKE INCSNOWTechnology10,000 .7K5.56%
CROWDSTRIKE HOLDINGS INCCRWDTechnology10,000 .6K5.39%
PALO ALTO NETWORKS INCPANWTechnology10,000 .6K5.36%
WOLFSPEED INCWOLF2Technology15,000 .6K5.07%
ASPEN AEROGELS INCASPNBasic Materials167,119 .5K5.04%
PERMIAN RESOURCES CORPPREnergy175,000 .2K3.89%
NETFLIX INCNFLXCommunication Services5,000 .2K3.85%
APA CORPAPAEnergy30,000 .0K3.36%
DIGITALBRIDGE GROUP INCDBRGReal Estate80,000 .0K3.28%
DATADOG INCDDOGTechnology10,000$888.02.91%
FREYR BATTERYTEIndustrials25,000$356.01.16%