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Latest AtonRa Partners Stock Portfolio

$50.20Million

Equity Portfolio Value
Last Reported on: 05 Feb, 2024

About AtonRa Partners and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, AtonRa Partners reported an equity portfolio of $50.2 Millions as of 31 Dec, 2023.

The top stock holdings of AtonRa Partners are DXCM, CRWD, SHOP. The fund has invested 2% of it's portfolio in DEXCOM INC and 2% of portfolio in CROWDSTRIKE HOLDINGS INC.

They significantly reduced their stock positions in LEMONADE INC (LMND), ZILLOW GROUP INC (Z) and NCINO (NCNO). The fund showed a lot of confidence in some stocks as they added substantially to XYLEM INC (XYL), FIRST SOLAR INC (FSLR) and TETRA TECH INC (TTEK).

New Buys

No new stocks were added by AtonRa Partners

Additions

Ticker% Inc.
XYLEM INC2.33
FIRST SOLAR INC2.24
TETRA TECH INC1.92
DESCARTES SYSTEMS GROUP1.61
SOLAREDGE TECHNOLOGIES INC1.37
WOLFSPEED INC0.65

Additions to existing portfolio by AtonRa Partners

Reductions

Ticker% Reduced
LEMONADE INC-25.37
ZILLOW GROUP INC-25.21
NCINO-25.19
ENVESTNET INC-25.00
FAIR ISAAC CORP-25.00
BILL HOLDINGS INC-24.7
INTUIT COM-24.51
INTAPP INC-24.48

AtonRa Partners reduced stake in above stock

Sold off

None of the stocks were completely sold off by AtonRa Partners

Current Stock Holdings of AtonRa Partners

Last Reported on: 05 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAGILENT TECHNOLOGIES INC0.592,122295,022REDUCED-8.85
ABTABBOTT LABORATORIES0.512,345258,114REDUCED-7.42
ACIWACI WORLDWIDE0.7512,340377,604REDUCED-15.34
AFRMAFFIRM HOLDINGS INC1.3513,830679,606REDUCED-23.91
AIC3.AI INC0.366,238179,093REDUCED-12.73
AKAMAKAMAI0.431,807213,858REDUCED-13.83
ALNYALNYLAM PHARMACEUTICALS, INC.1.012,662509,533REDUCED-9.3
AMDADVANCED MICRO DEVICES1.254,248626,198REDUCED-9.85
ANSSANSYS INC0.52719260,911REDUCED-13.16
ASTSAST SPACEMOBILE0.5444,642269,191REDUCED-14.66
ATENA10 NETWORKS0.2610,077132,714REDUCED-11.42
AVGOBROADCOM INC0.48218243,343REDUCED-12.1
AXNXAXONICS INC1.008,097503,876REDUCED-8.33
AXSMAXSOME THERAPEUTICS INC0.744,678372,322REDUCED-9.69
BCYCBICYCLE THERAPEUTICS PLC SPONSORED ADR0.3810,435188,665REDUCED-9.95
BILLBILL HOLDINGS INC0.231,393113,655REDUCED-24.7
BNTXBIONTECH SE0.884,175440,630REDUCED-11.3
BRKRBRUKER CORP0.865,856430,299REDUCED-9.00
CFLTCONFLUENT INC0.4810,265240,201REDUCED-15.74
COINCOINBASE GLOBAL INC1.755,040876,557REDUCED-21.27
CRWDCROWDSTRIKE HOLDINGS INC2.033,9871,017,960REDUCED-13.46
DDOGDATADOG INC1.094,522548,880REDUCED-13.82
DOCNDIGITALOCEAN HOLDINGS INC0.385,209191,118REDUCED-14.14
DSGXDESCARTES SYSTEMS GROUP1.458,639726,146ADDED1.61
DTDYNATRACE INC0.948,651473,123REDUCED-13.39
DXCMDEXCOM INC2.058,2961,029,450REDUCED-7.23
EEFTEURONET WORLDWIDE INC1.487,326743,516REDUCED-15.47
ENPHENPHASE ENERGY INC0.662,496329,821REDUCED-0.64
ENVENVESTNET INC0.454,596227,594REDUCED-25.00
EVHEVOLENT HEALTH INC1.0115,301505,392REDUCED-8.4
EWEDWARDS LIFESCIENCES CORP0.422,789212,661REDUCED-10.06
EXASEXACT SCIENCE CORP1.339,013666,782REDUCED-8.58
FFIVF5 INC0.391,096196,162REDUCED-13.02
FICOFAIR ISAAC CORP0.53228265,394REDUCED-25.00
FLTFLEETCOR TECHNOLOGIES INC0.741,315371,632REDUCED-16.45
FLYWFLYWIRE CORPORATION0.5110,985254,303REDUCED-15.47
FOURSHIFT4 PAYMENTS INC1.6511,146828,594REDUCED-17.78
FSLRFIRST SOLAR INC1.243,600620,208ADDED2.24
FTNTFORTINET INC0.423,602210,825REDUCED-13.6
GHGUARDANT HEALTH INC0.509,348252,863REDUCED-4.18
GSATGLOBALSTAR0.85218,800424,472REDUCED-13.49
GWREGUIDEWIRE SOFTWARE INC1.095,014546,727REDUCED-23.58
INSPINSPIRE MEDICAL SYSTEMS INC1.283,163643,449REDUCED-7.6
INTAINTAPP INC0.688,985341,610REDUCED-24.48
INTUINTUIT COM1.21970606,279REDUCED-24.51
IONSIONIS PHARMACEUTICALS, INC.0.858,396424,754REDUCED-10.00
IQVIQVIA HOLDINGS INC1.002,160499,781REDUCED-10.00
IRDMIRIDIUM COMMUNICATIONS INC0.647,803321,171REDUCED-14.24
ISRGINTUITIVE SURGICAL INC1.071,590536,402REDUCED-8.41
ITCIINTRA CELLULAR THERAPIES, INC.0.825,772413,391REDUCED-8.93
JKHYJACK HENRY & ASSOCIATES INC0.591,820297,406REDUCED-23.43
KYMRKYMERA THERAPEUTICS, INC.0.8516,808427,932REDUCED-12.33
LCLENDINGCLUB CORP0.3218,333160,230REDUCED-24.18
LEGNLEGEND BIOTECH CORP1.068,847532,324REDUCED-10.74
LHXL3HARRIS TECHNOLOGIES0.501,191250,848REDUCED-14.93
LMNDLEMONADE INC0.257,685123,959REDUCED-25.37
LNTHLANTHEUS HOLDINGS INC0.685,496340,752REDUCED-6.83
LSCCLATTICE SEMICONDUCTOR CORP0.463,333229,944REDUCED-12.4
LSPDLIGHTSPEED POS INC0.9622,834479,609REDUCED-17.72
MDBMONGODB INC0.49601245,719REDUCED-12.39
MDGLMADRIGAL PHARMACEUTICALS, INC.1.583,433794,328REDUCED-10.99
MELIMERCADOLIBRE INC0.63200314,308REDUCED-16.67
MRNAMODERNA, INC.0.482,446243,255REDUCED-9.97
MRVLMARVELL TECHNOLOGY INC0.554,606277,788REDUCED-11.34
MSTRMICROSTRATEGY1.16919580,459REDUCED-21.25
NABLN-ABLE INC0.4115,503205,415REDUCED-15.61
NARIINARI MEDICAL INC0.544,193272,210REDUCED-8.39
NBIXNEUROCRINE BIOSCIENCES, INC.1.315,002659,064REDUCED-10.07
NCNONCINO0.669,929333,912REDUCED-25.19
NEOGNEOGEN0.7217,853359,024REDUCED-14.85
NETCLOUDFLARE INC0.975,832485,572REDUCED-13.21
NOWSERVICENOW INC0.99703496,662REDUCED-13.21
NRIXNURIX THERAPEUTICS, INC.0.4321,102217,773REDUCED-12.9
NTLAINTELLIA THERAPEUTICS0.467,502228,736REDUCED-10.37
NVDANVIDIA CORP1.231,243615,558REDUCED-12.59
NVEINUVEI CORP0.305,633148,044REDUCED-17.04
OKTAOKTA INC0.452,520228,136REDUCED-14.92
OMOUTSET MEDICAL INC0.2220,214109,358REDUCED-11.28
PACBPACIFIC BIOSCIENCES OF CALIFORNIA INC1.1558,722576,063REDUCED-9.77
PANWPALO ALTO NETWORKS INC0.851,453428,461REDUCED-13.2
PATHUIPATH INC1.0220,696514,089REDUCED-12.91
PEGAPEGASYSTEMS INC0.717,341358,681REDUCED-13.59
PLPLANET LABS PBC0.4693,863231,842REDUCED-14.71
PLTRPALANTIR TECHNOLOGIES INC1.8052,503901,477REDUCED-10.36
PODDINSULET CORP1.483,434745,109REDUCED-7.49
PRCTPROCEPT BIOROBOTICS CORP1.2314,715616,706REDUCED-10.61
QLYSQUALYS0.591,498294,027REDUCED-14.3
RELYREMITLY GLOBAL INC0.6115,777306,389REDUCED-15.32
RIOTRIOT PLATEFORMS INC0.9731,589488,682REDUCED-20.74
RKLBROCKET LAB USA INC1.0898,526544,849REDUCED-14.2
RNAAVIDITY BIOSCIENCES, INC.0.3016,834152,348REDUCED-11.26
RPDRAPID7 INC0.554,849276,878REDUCED-14.99
SSENTINELONE INC0.6411,656319,841REDUCED-14.32
SDGRSCHRODINGER INC1.5321,486769,199REDUCED-10.93
SEDGSOLAREDGE TECHNOLOGIES INC0.573,035284,076ADDED1.37
SHOPSHOPIFY INC1.8712,067940,019REDUCED-16.11
SMARSMARTSHEET INC0.515,332254,976REDUCED-13.48
SNOWSNOWFLAKE INC0.862,160429,840REDUCED-14.66
SOFISOFI TECHNOLOGIES INC0.4924,603244,800REDUCED-24.11
SPCEVIRGIN GALACTIC HOLDINGS INC0.1734,67884,961REDUCED-11.5
SPLKSPLUNK0.541,786272,097REDUCED-13.97
SPWRSUNPOWER CORP0.2122,269107,559REDUCED-0.56
SQBLOCK INC1.6410,643823,236REDUCED-22.19
SWAVSHOCKWAVE MEDICAL INC1.534,022766,432REDUCED-8.05
TDYTELEDYNE TECHNOLOGIES INC0.68762340,073REDUCED-14.48
TENBTENABLE HOLDINGS INC0.505,391248,309REDUCED-13.99
TERTERADYNE INC0.813,753407,276REDUCED-11.38
TMDXTRANSMEDICS GROUP INC1.7611,193883,463REDUCED-8.9
TMOTHERMO FISHER SCIENTIFIC INC0.50475252,125REDUCED-8.65
TOSTTOAST INC0.6016,569302,550REDUCED-17.63
TPICTPI COMPOSITES INC0.2327,594114,239REDUCED-2.03
TRMBTRIMBLE0.464,353231,580REDUCED-11.67
TTEKTETRA TECH INC1.153,454576,576ADDED1.92
TXG10X GENOMICS INC0.847,498419,588REDUCED-9.6
UPSTUPSTART HLDGS INC0.323,959161,765REDUCED-23.73
VEEVVEEVA SYSTEM, INC.0.691,791344,803REDUCED-9.27
VRNSVARONIS SYSTEMS INC0.687,541341,456REDUCED-14.82
WEXWEX INC0.591,517295,132REDUCED-16.37
WKWORKIVA0.532,618265,806REDUCED-13.28
WOLFWOLFSPEED INC0.829,446410,995ADDED0.65
XYLXYLEM INC0.914,001457,554ADDED2.33
ZZILLOW GROUP INC0.393,442195,230REDUCED-25.21
ZSZSCALER INC1.022,319513,798REDUCED-14.3
FISERV INC0.813,060406,490REDUCED-16.23