Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Daventry Group, LP (CIK 1823718) reported $87.8M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FROG ($22.2M, 25.30%), MDB ($20.1M, 22.88%), ESTC ($12.4M, 14.12%), BDC ($9.4M, 10.71%), MKSI ($8.4M, 9.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FROG | JFROG LTD | $22.2M | 25.30% | 473,430 | New |
| 2 | MDB | MONGODB INC | $20.1M | 22.88% | 82,105 | Added |
| 3 | ESTC | ELASTIC N V | $12.4M | 14.12% | 248,037 | Trimmed |
| 4 | BDC | BELDEN INC | $9.4M | 10.71% | 81,899 | Trimmed |
| 5 | MKSI | MKS INC. | $8.4M | 9.57% | 36,556 | New |
| 6 | SAIL | SAILPOINT INC | $6.8M | 7.76% | 514,674 | Trimmed |
| 7 | IOT | SAMSARA INC | $6.5M | 7.37% | 204,248 | New |
| 8 | QNITY ELECTRONICS INC | $2.0M | 2.30% | 17,500 | New | |
| 9 | PTC | PTC INC | $0 | 0.00% | 0 | Exited |
| 10 | TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | Exited |
| 11 | JFROG LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31