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Daventry Group, LP

SEC CIK
0001823718
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
7
0 vs. Q3 2022
Portfolio value
$115.9M
+$41.9M (+56.6%) vs. Q3 2022
Filed
Feb 13, 2023
SEC
Holdings of Daventry Group, LP in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
TENBTenable Holdings, Inc.COM573,454$21.9M18.9%+210,539+58.0%AddedHistory
OSHOak Street Health, Inc.COM838,577$18.0M15.6%+308,011+58.1%AddedHistory
PTCPTC Inc.Stock145,677$17.5M15.1%+45,742+45.8%AddedHistory
ESTCElastic N.V.ORD SHS297,537$15.3M13.2%+117,533+65.3%AddedHistory
HCATHealth Catalyst, Inc.COM1,439,614$15.3M13.2%+587,110+68.9%AddedHistory
NEWRNew Relic, Inc.COM256,727$14.5M12.5%+100,047+63.9%AddedHistory
EVBGEverbridge, Inc.COM451,148$13.3M11.5%+200,911+80.3%AddedHistory