StockDriftsStockDriftsTop 8 Daventry Group, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FROG | JFROG LTD | 25.3% | 473.4K | $22.2M | new | $31.54(+109.75%) | 2026-03-31 | |
| MDB | MONGODB INC | 22.88% | 82.1K | $20.1M | +21.29%(+14.41K) | $252.80(+23.48%) | 2026-03-31 | |
| ESTC | ELASTIC N V | 14.12% | 248.0K | $12.4M | -35.49%(-136.47K) | $87.12(-41.92%) | 2026-03-31 | |
| BDC | BELDEN INC | 10.71% | 81.9K | $9.4M | -13.43%(-12.70K) | $118.41(-10.43%) | 2026-03-31 | |
| MKSI | MKS INC. | 9.57% | 36.6K | $8.4M | new | $194.81(+55.63%) | 2026-03-31 | |
| SAIL | SAILPOINT INC | 7.76% | 514.7K | $6.8M | -44.87%(-418.90K) | $22.34(-41.00%) | 2026-03-31 | |
| IOT | SAMSARA INC | 7.37% | 204.2K | $6.5M | new | $33.57(-11.95%) | 2026-03-31 | |
| Q | QNITY ELECTRONICS INC | 2.3% | 17.5K | $2.0M | new | $98.51(+59.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.81% | -19.07% |
| Top 20 Holdings Unweighted | -6.46% | -18.15% |
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