account_balance
Investment manager · 13F filer · SEC CIK 1823718
Daventry Group, LP
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Reported value$133Mas of Jun 30, 2026
Positions11 5 new, 2 sold out
Top 10 weight96.9%FROG alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
FROGJFrog Ltd
20.0%Trimmed −38%
MDBMongoDB, Inc.
17.4%Trimmed −17%
MKSIMKS Inc
10.6%Trimmed −14%
BDCBelden Inc.
9.9%Added +34%
BMIBadger Meter Inc
9.0%New
IOTSamsara Inc.
6.9%Added +38%
RBRKRubrik, Inc.
6.9%New
ITRIItron, Inc.
6.1%New
SAILSailPoint, Inc.
5.6%
AEISAdvanced Energy Industries Inc
4.6%New
RMBS3.1%FROGJFrog Ltd
20.0%Trimmed −38%
MDBMongoDB, Inc.
17.4%Trimmed −17%
MKSIMKS Inc
10.6%
BDCBelden Inc.
9.9%
BMIBadger Meter Inc
9.0%New
IOTSamsara Inc.
6.9%
RBRKRubrik, Inc.
6.9%
ITRIItron, Inc.
6.1%
SAIL5.6%AEISBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
FROG JFrog Ltd 20.0% Trimmed −38%MDB MongoDB, Inc. 17.4% Trimmed −17%MKSI MKS Inc 10.6% Trimmed −14%BDC Belden Inc. 9.9% Added +34%BMI Badger Meter Inc 9.0% NewIOT Samsara Inc. 6.9% Added +38%RBRK Rubrik, Inc. 6.9% NewITRI Itron, Inc. 6.1% NewSAIL SailPoint, Inc. 5.6% HeldAEIS Advanced Energy Industries Inc 4.6% NewRMBS Rambus Inc 3.1% New
What changed
Biggest moves since Mar 31, 2026
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