Daventry Group, LP 13F Holdings
CIK 0001823718 · New York, NY
As of Sep 30, 2025, Daventry Group, LP reported 7 positions worth
CIK 0001823718 · New York, NY
As of Sep 30, 2025, Daventry Group, LP reported 7 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ELASTIC NV | ESTC | Technology | 355,827 | $30.1M | 21.28% |
| PTC INC | PTC | Technology | 135,340 | $27.5M | 19.45% |
| JFROG LTD | FROG | Technology | 467,120 | $22.1M | 15.65% |
| MONGODB INC | MDB | Technology | 70,673 | $21.9M | 15.52% |
| SAILPOINT INC | SAIL | Technology | 840,019 | 8.5M | 13.13% |
| SERVICETITAN INC | TTAN | Technology | 145,622 | 4.7M | 10.39% |
| SENTINELONE INC | S | Technology | 367,751 | $6.5M | 4.58% |