Holdings
Daventry Group, LP
As of Jun 30, 2026, Daventry Group, LP reported 10 positions worth US$106M. Largest: Mongodb, Inc., Mks Inc. and Belden Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mongodb, Inc. | 68,550 | US$23M | −13,555 | Jun 30, 2026 |
| Mks Inc. | 31,455 | US$14M | −5,101 | Jun 30, 2026 |
| Belden Inc | 109K | US$13.1M | +27,500 | Jun 30, 2026 |
| Badger Meter, Inc. | 80,200 | US$11.9M | new | Jun 30, 2026 |
| Samsara Inc. | 282K | US$9.15M | +78,001 | Jun 30, 2026 |
| Rubrik, Inc. | 113K | US$9.09M | new | Jun 30, 2026 |
| Itron, Inc. | 93,500 | US$8.09M | new | Jun 30, 2026 |
| Sailpoint, Inc. | 508K | US$7.44M | −6,500 | Jun 30, 2026 |
| Advanced Energy Industries, Inc. | 16,500 | US$6.15M | new | Jun 30, 2026 |
| Rambus, Inc. | 30,500 | US$4.05M | new | Jun 30, 2026 |