Pricing

ATONRA PARTNERS

0 followers ยท
GENEVA V8
13F Summary
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)

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

Portfolio Performance