AFTON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENVX | 250K | $4.58M |
 | PR | 175K | $1.19M |
 | ASPN | 167K | $1.54M |
 | DBRG | 80K | $1.00M |
 | OXY | 75K | $4.61M |
 | APA | 30K | $1.03M |
 | PYPL | 20K | $1.72M |
 | WOLF | 15K | $1.55M |
 | BILL | 15K | $1.99M |
 | PANW | 10K | $1.64M |
 | DDOG | 10K | $888.00K |
 | SNOW | 10K | $1.70M |
 | CRWD | 10K | $1.65M |
 | NFLX | 5K | $1.18M |
 | NOC | 4K | $1.88M |
Enovix Corporation
ENVX
Shares Held
250K
Value
$4.58M
Permian Resources Corporation
PR
Shares Held
175K
Value
$1.19M
Aspen Aerogels, Inc.
ASPN
Shares Held
167K
Value
$1.54M
DigitalBridge Group, Inc.
DBRG
Shares Held
80K
Value
$1.00M
Occidental Petroleum Corporation
OXY
Shares Held
75K
Value
$4.61M
APA Corporation
APA
Shares Held
30K
Value
$1.03M
PayPal Holdings, Inc.
PYPL
Shares Held
20K
Value
$1.72M
Wolfspeed, Inc.
WOLF
Shares Held
15K
Value
$1.55M
Bill.com Holdings, Inc.
BILL
Shares Held
15K
Value
$1.99M
Palo Alto Networks, Inc.
PANW
Shares Held
10K
Value
$1.64M
Datadog, Inc.
DDOG
Shares Held
10K
Value
$888.00K
Snowflake Inc.
SNOW
Shares Held
10K
Value
$1.70M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
10K
Value
$1.65M
Netflix, Inc.
NFLX
Shares Held
5K
Value
$1.18M
Northrop Grumman Corporation
NOC
Shares Held
4K
Value
$1.88M