SEC Form 13F

Daventry Group, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$132,509,253
Positions11

Largest disclosed positions

IssuerTickerClassReported valueReported amount
JFROG LTDFROGORD SHS$26,502,880291,625
MONGODB INCMDBCL A$23,025,94568,550
MKS INC.MKSICOM$13,991,18431,455
BELDEN INCBDCCOM$13,118,034109,399
BADGER METER INCBMICOM$11,900,07680,200
SAMSARA INCIOTCOM CL A$9,153,335282,249
RUBRIK INC.RBRKCL A$9,086,652113,187
ITRON INCITRICOM$8,090,55593,500
SAILPOINT INCSAILCOM$7,439,667508,174
ADVANCED ENERGY INDSAEISCOM$6,152,35516,500

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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