Daventry Group, LP.

Institutional filer · behavioral pattern: Other. Summary pending.

AUM · $244M (13F)Positions · 7Turnover · — · Q1Filed · May 15, 2026

CONCENTRATION

—

Top 10 holdings

NEW BUYS

+$39M deployed

EXITS

No exits

SECTOR SHIFT

—

No prior quarter data

3YR HIT RATE

—

Top-5 overlap

§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 15, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q1
1	FROG	JFROG LTD	473K	$22M	25.3%	NEW
2	MDB	MONGODB INC	82K	$20M	22.9%	+21%
3	ESTC	ELASTIC N V	248K	$12M	14.1%	−35%
4	BDC	BELDEN INC	82K	$9M	10.7%	−13%
5	MKSI	MKS INC.	37K	$8M	9.6%	NEW
6	SAIL	SAILPOINT INC	515K	$7M	7.8%	−45%
7	IOT	SAMSARA INC	204K	$6M	7.4%	NEW
8	Q	QNITY ELECTRONICS INC	18K	$2M	2.3%	NEW

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE DAVENTRY SIGNAL

Daventry Group, LP is a Other fund managing $244 million in assets. The fund runs a focused portfolio of just 7 positions.

§ 04 · FILING HISTORY

1 FILINGS

Q1 2026

Steady book

+0 buys · −0 exits · 0 changed

Q4 2025

Steady book

+0 buys · −0 exits · 0 changed

Q2 2025

Steady book

+0 buys · −0 exits · 0 changed