Stock Taper 
DAVENTRY GROUP, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 SailPoint, Inc. | SAIL | 508.17K | $7.44M |
 JFrog Ltd. | FROG | 291.63K | $26.5M |
 Samsara Inc. | IOT | 282.25K | $9.15M |
 Rubrik, Inc. | RBRK | 113.19K | $9.09M |
 Belden Inc. | BDC | 109.4K | $13.12M |
 Itron, Inc. | ITRI | 93.5K | $8.09M |
 Badger Meter, Inc. | BMI | 80.2K | $11.9M |
 MongoDB, Inc. | MDB | 68.55K | $23.03M |
 MKS Inc. | MKSI | 31.45K | $13.99M |
 Rambus Inc. | RMBS | 30.5K | $4.05M |
 Advanced Energy Industries, Inc. | AEIS | 16.5K | $6.15M |