AtonRa Partners 13F Holdings · last filed Q4 2023
AtonRa Partners reported 124 securities worth $50.20M in its SEC 13F filing for Q4 2023 (period ended 2023-12-31). Top holdings: DXCM (2.05%), CRWD (2.03%), SHOP (1.87%). Among its top 25 positions this quarter: 2 added, 23 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DXCM | Dexcom Inc | $1.0M | 2.05% | 8,296 | Trimmed |
| 2 | CRWD | CrowdStrike Holdings Inc | $1.0M | 2.03% | 3,987 | Trimmed |
| 3 | SHOP | SHOPIFY INC | $940,019 | 1.87% | 12,067 | Trimmed |
| 4 | PLTR | Palantir Technologies Inc | $901,477 | 1.80% | 52,503 | Trimmed |
| 5 | TMDX | TransMedics Group Inc | $883,463 | 1.76% | 11,193 | Trimmed |
| 6 | COIN | Coinbase Global Inc | $876,557 | 1.75% | 5,040 | Trimmed |
| 7 | FOUR | SHIFT4 PAYMENTS INC | $828,594 | 1.65% | 11,146 | Trimmed |
| 8 | XYZ | Block Inc | $823,236 | 1.64% | 10,643 | Trimmed |
| 9 | MDGL | Madrigal Pharmaceuticals, Inc. | $794,328 | 1.58% | 3,433 | Trimmed |
| 10 | SDGR | Schrodinger Inc | $769,199 | 1.53% | 21,486 | Trimmed |
| 11 | SWAV | Shockwave Medical Inc | $766,432 | 1.53% | 4,022 | Trimmed |
| 12 | EEFT | EURONET WORLDWIDE INC | $743,516 | 1.48% | 7,326 | Trimmed |
| 13 | PODD | Insulet Corp | $745,109 | 1.48% | 3,434 | Trimmed |
| 14 | DSGX | Descartes Systems Group | $726,146 | 1.45% | 8,639 | Added |
| 15 | AFRM | AFFIRM HOLDINGS INC | $679,606 | 1.35% | 13,830 | Trimmed |
| 16 | EXAS | Exact Science Corp | $666,782 | 1.33% | 9,013 | Trimmed |
| 17 | NBIX | Neurocrine Biosciences, Inc. | $659,064 | 1.31% | 5,002 | Trimmed |
| 18 | INSP | Inspire Medical Systems Inc | $643,449 | 1.28% | 3,163 | Trimmed |
| 19 | AMD | Advanced Micro Devices | $626,198 | 1.25% | 4,248 | Trimmed |
| 20 | FSLR | First Solar Inc | $620,208 | 1.24% | 3,600 | Added |
| 21 | NVDA | Nvidia Corp | $615,558 | 1.23% | 1,243 | Trimmed |
| 22 | PRCT | Procept Biorobotics Corp | $616,706 | 1.23% | 14,715 | Trimmed |
| 23 | INTU | INTUIT COM | $606,279 | 1.21% | 970 | Trimmed |
| 24 | MSTR | Microstrategy | $580,459 | 1.16% | 919 | Trimmed |
| 25 | PACB | Pacific Biosciences of California Inc | $576,063 | 1.15% | 58,722 | Trimmed |
Source: SEC Form 13F filings · as of 2023-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR