Investor
Daventry Group, LP
CIK 0001823718 · filed 2026-02-17 · SEC filing
13F book
$150.4M
Positions
7
Largest name
19.8%
Jfrog Ltd · FROG
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Jfrog Ltd | FROG | 475.7K | $29.7M | 19.8% | — | Held |
| Elastic N.V. | ESTC | 384.5K | $29M | 19.3% | — | Held |
| MongoDB, Inc. | MDB | 67.7K | $28.4M | 18.9% | — | Held |
| ServiceTitan, Inc. | TTAN | 226.3K | $24.1M | 16.0% | — | Held |
| SailPoint, Inc. | SAIL | 933.6K | $18.9M | 12.6% | — | Held |
| Belden Inc. | BDC | 94.6K | $11M | 7.3% | — | Held |
| Ptc Inc. | PTC | 52.9K | $9.21M | 6.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.