Atonra Partners is based out of Geneva. Their last reported 13F filing for Q4 2023 included $50,201,624 in managed 13F securities
and a top 10 holdings concentration of 17.66%. Atonra Partners's largest holding is DexCom Inc with shares held of 8,296. Whalewisdom has at least 14 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
XYL Xylem Inc | 0.16% |
DSGX Descartes Systems Gr | 0.14% |
WOLF Wolfspeed Inc (Cree | 0.07% |
TTEK Tetra Tech, Inc. | 0.07% |
FSLR First Solar Inc | 0.04% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
RELY Remitly Global Inc | 0.38% |
FLYW Flywire Corp | 0.36% |
LEGN Legend Biotech Corp | 0.34% |
OM Outset Medical, Inc. | 0.3% |
SWAV Shockwave Medical In | 0.3% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
DXCM DexCom Inc | 2.05% |
CRWD Crowdstrike Holdings | 2.03% |
SHOP Shopify Inc | 1.87% |
PLTR Palantir Technologie | 1.8% |
TMDX Transmedics Group In | 1.76% |
2023-12-31
13F Activity
Market Value | $50.2m, Prior: $47.7m |
New Purchases | 0 stocks |
Added To | 6 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 118 stocks |
Top 10 Holdings % | 17.66% |
Turnover %[1] | 0% |
Turnover Alt %[2] | 0.11% |
Time Held Top 20 | 3.75 quarters |
Time Held Top 10 | 1.3 quarters |
Time Held All | 7.9 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31