Long-term investor
Daventry Group, LP @daventrygrouplp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001823718).
Record
- Tracked since 2025-12-31 (261 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -18.6%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FROG · 20.0% · long · since 2026-03-31
- MDB · 17.4% · long · since 2025-12-31
- MKSI · 10.6% · long · since 2026-03-31
- BDC · 9.9% · long · since 2025-12-31
- BMI · 9.0% · long · since 2026-06-30
- IOT · 6.9% · long · since 2026-03-31
- RBRK · 6.9% · long · since 2026-06-30
- ITRI · 6.1% · long · since 2026-06-30
- SAIL · 5.6% · long · since 2025-12-31
- AEIS · 4.6% · long · since 2026-06-30
- RMBS · 3.1% · long · since 2026-06-30