16 is the total number of securities Daventry Group, LP has owned. The longest Daventry Group, LP has owned a single stock is 11 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TENB | TENABLE HLDGS INC | 11 | 11 | 16.09% | 19.68% | 22.47% | Q4 2021 | Q2 2024 | 11 |
ESTC | ELASTIC N V | 11 | 11 | 9.17% | 14.26% | 17.45% | Q4 2021 | Q2 2024 | 11 |
PTC | PTC INC | 11 | 11 | 6.94% | 13.82% | 16.93% | Q4 2021 | Q2 2024 | 11 |
HCAT | HEALTH CATALYST INC | 11 | 11 | 6.41% | 11.78% | 16.84% | Q4 2021 | Q2 2024 | 11 |
EVBG | EVERBRIDGE INC | 8 | 8 | 6.39% | 9.76% | 13.55% | Q1 2022 | Q4 2023 | 8 |
NEWR | NEW RELIC INC | 6 | 6 | 7.74% | 11.84% | 15.05% | Q2 2022 | Q3 2023 | 6 |
CRL | CHARLES RIV LABS INTL INC | 6 | 6 | 8.91% | 10.79% | 12.53% | Q1 2023 | Q2 2024 | 6 |
OSH | OAK STR HEALTH INC | 5 | 5 | 10.49% | 13.92% | 17.58% | Q4 2021 | Q4 2022 | 5 |
CERT | CERTARA INC | 4 | 4 | 2.57% | 4.57% | 8.09% | Q3 2023 | Q2 2024 | 4 |
HASHICORP INC | 3 | 3 | 11.44% | 11.65% | 11.90% | Q3 2023 | Q1 2024 | 3 | |
SAIL | SAILPOINT TECHNOLOGIES... | 2 | 2 | 18.19% | 20.71% | 23.23% | Q4 2021 | Q1 2022 | 2 |
NCINO INC | 2 | 2 | 7.25% | 9.06% | 10.88% | Q1 2024 | Q2 2024 | 2 | |
CGNX | COGNEX CORP | 2 | 2 | 6.36% | 8.27% | 10.19% | Q1 2024 | Q2 2024 | 2 |
AGL | AGILON HEALTH INC | 2 | 2 | 4.27% | 6.20% | 8.13% | Q4 2023 | Q1 2024 | 2 |
APOG | APOGEE ENTERPRISES INC | 1 | 1 | 10.57% | 10.57% | 10.57% | Q4 2021 | Q4 2021 | 1 |
FARO | FARO TECHNOLOGIES INC | 1 | 1 | 9.35% | 9.35% | 9.35% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including TENABLE HLDGS INC, ELASTIC N V, and PTC INC, are the highest-conviction holdings of Daventry Group, LP.
The conviction is calculated by counting the number of quarters a security has been reported by Daventry Group, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Daventry Group, LP owns currently or has owned in the past.