StockDriftsStockDriftsTop 50 Atonra Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DXCM | Dexcom Inc | 2.05% | 8.3K | $1.0M | -7.23%(-647) | — | 2023-12-31 | |
| CRWD | CrowdStrike Holdings Inc | 2.03% | 4.0K | $1.0M | -13.46%(-620) | — | 2023-12-31 | |
| SHOP | SHOPIFY INC | 1.87% | 12.1K | $940K | -16.11%(-2.32K) | — | 2023-12-31 | |
| PLTR | Palantir Technologies Inc | 1.8% | 52.5K | $901K | -10.36%(-6.07K) | — | 2023-12-31 | |
| TMDX | TransMedics Group Inc | 1.76% | 11.2K | $883K | -8.90%(-1.09K) | — | 2023-12-31 | |
| COIN | Coinbase Global Inc | 1.75% | 5.0K | $877K | -21.27%(-1.36K) | — | 2023-12-31 | |
| FOUR | SHIFT4 PAYMENTS INC | 1.65% | 11.1K | $829K | -17.78%(-2.41K) | — | 2023-12-31 | |
| XYZ | Block Inc | 1.64% | 10.6K | $823K | -22.19%(-3.04K) | — | 2023-12-31 | |
| MDGL | Madrigal Pharmaceuticals, Inc. | 1.58% | 3.4K | $794K | -10.99%(-424) | — | 2023-12-31 | |
| SDGR | Schrodinger Inc | 1.53% | 21.5K | $769K | -10.93%(-2.64K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Atonra Partners reports $50.20M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are DXCM (2.0%), CRWD (2.0%) and SHOP (1.9%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atonra Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846445). View Atonra Partners’s 13F filings on SEC