AtonRa Partners
Latest statistics and disclosures from AtonRa Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MAXR, PYPL, SQ, MDGL, DXCM, and represent 11.19% of AtonRa Partners's stock portfolio.
- Added to shares of these 4 stocks: NARI, COHR, OM, EXAS.
- Started 2 new stock positions in NARI, COHR.
- Reduced shares in these 10 stocks: ENPH, Abiomed, SEDG, FSLR, WOLF, RCM, DSGX, SWAV, PYPL, MDGL.
- Sold out of its positions in Abiomed, RCM, RUN.
- AtonRa Partners was a net seller of stock by $-22M.
- AtonRa Partners has $79M in assets under management (AUM), dropping by -22.89%.
- Central Index Key (CIK): 0001846445
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Portfolio Holdings for AtonRa Partners
AtonRa Partners holds 113 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Maxar Technologies (MAXR) | 2.4 | $1.9M | -14% | 37k | 51.74 | |
Paypal Holdings (PYPL) | 2.3 | $1.8M | -20% | 25k | 71.22 | |
Block Com Cl A (SQ) | 2.3 | $1.8M | -12% | 29k | 62.84 | |
Madrigal Pharmaceuticals (MDGL) | 2.1 | $1.7M | -21% | 5.7k | 290.25 | |
Dex (DXCM) | 2.1 | $1.6M | -7% | 14k | 113.24 | |
Insulet Corporation (PODD) | 2.0 | $1.6M | -6% | 5.4k | 294.39 | |
Shockwave Med (SWAV) | 2.0 | $1.5M | -24% | 7.5k | 205.61 | |
Shift4 Payments Cl A (FOUR) | 2.0 | $1.5M | -21% | 28k | 55.93 | |
4068594 Enphase Energy (ENPH) | 2.0 | $1.5M | -44% | 5.8k | 264.96 | |
Solaredge Technologies (SEDG) | 1.6 | $1.2M | -43% | 4.4k | 283.27 | |
Inspire Med Sys (INSP) | 1.5 | $1.2M | -23% | 4.7k | 251.88 | |
Intuit (INTU) | 1.5 | $1.2M | -7% | 3.1k | 389.22 | |
Palo Alto Networks (PANW) | 1.5 | $1.2M | -16% | 8.3k | 139.54 | |
NVIDIA Corporation (NVDA) | 1.4 | $1.1M | -20% | 7.5k | 146.14 | |
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Palantir Technologies Cl A (PLTR) | 1.4 | $1.1M | -13% | 170k | 6.42 | |
Transmedics Group (TMDX) | 1.4 | $1.1M | -15% | 17k | 61.72 | |
Fortinet (FTNT) | 1.3 | $1.0M | -16% | 21k | 48.89 | |
Euronet Worldwide (EEFT) | 1.3 | $1.0M | -20% | 11k | 94.38 | |
Advanced Micro Devices (AMD) | 1.3 | $1.0M | -20% | 16k | 64.77 | |
Tenable Hldgs (TENB) | 1.3 | $1.0M | -16% | 27k | 38.15 | |
Lattice Semiconductor (LSCC) | 1.3 | $1.0M | -23% | 16k | 64.88 | |
Alnylam Pharmaceuticals (ALNY) | 1.3 | $1.0M | -29% | 4.3k | 237.65 | |
Legend Biotech Corp Sponsored Ads (LEGN) | 1.3 | $999k | -28% | 20k | 49.92 | |
First Solar (FSLR) | 1.3 | $989k | -48% | 6.6k | 149.79 | |
BioNtech SE Sponsored Ads (BNTX) | 1.2 | $961k | -26% | 6.4k | 150.22 | |
Marvell Technology (MRVL) | 1.2 | $959k | -20% | 26k | 37.04 | |
Neurocrine Biosciences (NBIX) | 1.2 | $955k | -28% | 8.0k | 119.44 | |
Marqeta Class A Com (MQ) | 1.2 | $954k | -9% | 156k | 6.11 | |
Procept Biorobotics Corp (PRCT) | 1.2 | $921k | -14% | 22k | 41.54 | |
Cloudflare Cl A Com (NET) | 1.1 | $901k | -13% | 20k | 45.21 | |
Planet Labs PBC Com Cl A (PL) | 1.1 | $864k | -17% | 199k | 4.35 | |
Lendingclub Corp (LC) | 1.1 | $838k | -7% | 95k | 8.80 | |
CrowdStrike Holdings Cl A (CRWD) | 1.1 | $836k | -15% | 7.9k | 105.29 | |
Iridium Communications (IRDM) | 1.0 | $822k | -9% | 16k | 51.40 | |
Dynatrace Com New (DT) | 1.0 | $804k | -23% | 21k | 38.30 | |
Outset Med (OM) | 1.0 | $792k | +7% | 31k | 25.82 | |
Schrodinger (SDGR) | 1.0 | $776k | -24% | 42k | 18.69 | |
Shopify Cl A (SHOP) | 1.0 | $771k | -22% | 22k | 34.71 | |
Teradyne (TER) | 1.0 | $771k | -22% | 8.8k | 87.35 | |
Axonics Modulation Technolog (AXNX) | 1.0 | $759k | -28% | 12k | 62.53 | |
Datadog Com Cl A (DDOG) | 1.0 | $750k | -22% | 10k | 73.50 | |
Wolfspeed (WOLF) | 0.9 | $742k | -45% | 11k | 69.04 | |
Jack Henry & Associates (JKHY) | 0.9 | $716k | -6% | 4.1k | 175.56 | |
Sofi Technologies (SOFI) | 0.9 | $716k | -4% | 155k | 4.61 | |
Pacific Biosciences of California (PACB) | 0.9 | $713k | -32% | 87k | 8.18 | |
Confluent Com Cl A (CFLT) | 0.9 | $701k | -17% | 32k | 22.24 | |
Zscaler Incorporated (ZS) | 0.9 | $700k | -14% | 6.3k | 111.90 | |
Snowflake Cl A (SNOW) | 0.9 | $691k | -22% | 4.8k | 143.54 | |
Iqvia Holdings (IQV) | 0.9 | $682k | -29% | 3.3k | 204.89 | |
Kymera Therapeutics (KYMR) | 0.9 | $677k | -21% | 27k | 24.96 | |
Descartes Sys Grp (DSGX) | 0.9 | $674k | -45% | 9.7k | 69.67 | |
Moderna (MRNA) | 0.9 | $673k | -21% | 3.7k | 179.62 | |
Envestnet (ENV) | 0.8 | $666k | 11k | 61.70 | ||
EXACT Sciences Corporation (EXAS) | 0.8 | $651k | +5% | 13k | 49.51 | |
Teledyne Technologies Incorporated (TDY) | 0.8 | $647k | -9% | 1.6k | 399.91 | |
Intuitive Surgical (ISRG) | 0.8 | $643k | 2.4k | 265.35 | ||
Servicenow (NOW) | 0.8 | $636k | -17% | 1.6k | 388.27 | |
Bruker Corporation (BRKR) | 0.8 | $625k | -20% | 9.1k | 68.35 | |
Lightspeed Pos Sub Vtg Shs (LSPD) | 0.8 | $612k | -23% | 43k | 14.28 | |
Avidity Biosciences Ord (RNA) | 0.8 | $594k | -21% | 27k | 22.19 | |
Rocket Lab Usa (RKLB) | 0.7 | $581k | -9% | 154k | 3.77 | |
Ncino (NCNO) | 0.7 | $577k | 22k | 26.44 | ||
UiPath Cl A (PATH) | 0.7 | $555k | -17% | 44k | 12.71 | |
Tetra Tech (TTEK) | 0.7 | $550k | -41% | 3.8k | 145.19 | |
Fiserv (FISV) | 0.7 | $548k | -29% | 5.4k | 101.07 | |
Ionis Pharmaceuticals (IONS) | 0.7 | $524k | -21% | 14k | 37.77 | |
ACI Worldwide (ACIW) | 0.7 | $517k | -26% | 23k | 23.00 | |
Seagen (SGEN) | 0.6 | $510k | -26% | 4.0k | 128.51 | |
Bicycle Therapeutics Sponsored Ads (BCYC) | 0.6 | $505k | -20% | 17k | 29.60 | |
Intra Cellular Therapies (ITCI) | 0.6 | $503k | -21% | 9.5k | 52.92 | |
Agilent Technologies Inc C ommon (A) | 0.6 | $493k | -16% | 3.3k | 149.65 | |
Xylem (XYL) | 0.6 | $493k | -40% | 4.5k | 110.57 | |
Guidewire Software (GWRE) | 0.6 | $489k | 7.8k | 62.56 | ||
Veeva System Cl A Com (VEEV) | 0.6 | $454k | -21% | 2.8k | 161.38 | |
Wright Express (WEX) | 0.6 | $453k | -17% | 2.8k | 163.65 | |
Sunpower (SPWR) | 0.6 | $449k | -42% | 25k | 18.03 | |
Rapid7 (RPD) | 0.6 | $436k | -15% | 13k | 33.98 | |
FleetCor Technologies (FLT) | 0.6 | $433k | -15% | 2.4k | 183.68 | |
Intellia Therapeutics (NTLA) | 0.5 | $430k | -26% | 12k | 34.89 | |
Global Payments (GPN) | 0.5 | $426k | -17% | 4.3k | 99.32 | |
10X Genomics Com Cl A (TXG) | 0.5 | $421k | -21% | 12k | 36.44 | |
Inari Medical Ord (NARI) | 0.5 | $417k | NEW | 6.6k | 63.56 | |
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.5 | $407k | -18% | 8.0k | 50.96 | |
Nurix Therapeutics (NRIX) | 0.5 | $406k | -21% | 37k | 10.98 | |
SentinelOne Cl A (S) | 0.5 | $401k | -9% | 28k | 14.59 | |
Thermo Fisher Scientific (TMO) | 0.5 | $400k | -17% | 727.00 | 550.69 | |
Abbott Laboratories (ABT) | 0.5 | $400k | -16% | 3.6k | 109.79 | |
Catalent (CTLT) | 0.5 | $400k | -28% | 8.9k | 45.01 | |
Tandem Diabetes Care (TNDM) | 0.5 | $378k | -29% | 8.4k | 44.95 | |
Pegasystems (PEGA) | 0.5 | $374k | -17% | 11k | 34.24 | |
Varonis Sys (VRNS) | 0.5 | $372k | -9% | 16k | 23.94 | |
Guardant Health (GH) | 0.5 | $369k | -27% | 14k | 27.20 | |
Fidelity National Information Services (FIS) | 0.5 | $358k | -17% | 5.3k | 67.85 | |
Affirm Holdings Com Cl A (AFRM) | 0.4 | $345k | 36k | 9.67 | ||
Twilio Cl A (TWLO) | 0.4 | $341k | -21% | 7.0k | 48.96 | |
Silvergate Capital Corporation Cl A (SI) | 0.4 | $339k | -4% | 20k | 17.40 | |
Riot Blockchain (RIOT) | 0.4 | $321k | -6% | 95k | 3.39 | |
Coherent Corp (COHR) | 0.4 | $318k | NEW | 9.1k | 35.10 | |
Tpi Composites (TPIC) | 0.4 | $318k | -42% | 31k | 10.14 | |
Edwards Lifesciences (EW) | 0.4 | $314k | -18% | 4.2k | 74.61 | |
Okta Cl A (OKTA) | 0.4 | $301k | -9% | 4.4k | 68.33 | |
Arvinas Ord (ARVN) | 0.4 | $280k | -21% | 8.2k | 34.21 | |
Coinbase Global Com Cl A (COIN) | 0.4 | $280k | 7.9k | 35.39 | ||
Intercept Pharmaceuticals In (ICPT) | 0.3 | $269k | -21% | 22k | 12.37 | |
Tesla Motors (TSLA) | 0.3 | $267k | -46% | 2.2k | 123.18 | |
Teladoc (TDOC) | 0.3 | $231k | -16% | 9.8k | 23.65 | |
Nuvei Corp Sub Vtg Shs (NVEI) | 0.3 | $225k | -15% | 8.9k | 25.40 | |
Nanostring Technologies (NSTG) | 0.2 | $196k | -20% | 25k | 7.97 | |
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.2 | $188k | -9% | 54k | 3.48 | |
Omnicell (OMCL) | 0.2 | $164k | -23% | 3.3k | 50.42 | |
Fate Therapeutics (FATE) | 0.2 | $151k | -21% | 15k | 10.09 | |
Nkarta (NKTX) | 0.2 | $134k | -21% | 22k | 5.99 | |
Marathon Digital Holdings In (MARA) | 0.2 | $124k | 36k | 3.42 |
Past Filings by AtonRa Partners
SEC 13F filings are viewable for AtonRa Partners going back to 2020
- AtonRa Partners 2022 Q4 filed Feb. 2, 2023
- AtonRa Partners 2022 Q3 filed Nov. 14, 2022
- AtonRa Partners 2022 Q2 filed Aug. 15, 2022
- AtonRa Partners 2022 Q1 filed May 16, 2022
- AtonRa Partners 2021 Q4 filed Feb. 14, 2022
- AtonRa Partners 2021 Q3 filed Nov. 15, 2021
- AtonRa Partners 2021 Q2 restated filed Sept. 13, 2021
- AtonRa Partners 2021 Q2 filed Aug. 12, 2021
- AtonRa Partners 2021 Q1 filed May 17, 2021
- AtonRa Partners 2020 Q4 filed Feb. 19, 2021