Afton Capital Management as of Sept. 30, 2022
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 17 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Occidental Petroleum Corporation (OXY) | 15.1 | $4.6M | 75k | 61.45 | |
| Enovix Corp (ENVX) | 15.0 | $4.6M | 250k | 18.34 | |
| Continental Resources | 6.8 | $2.1M | 31k | 66.81 | |
| Bill Com Holdings Ord (BILL) | 6.5 | $2.0M | 15k | 132.40 | |
| Northrop Grumman Corporation (NOC) | 6.2 | $1.9M | 4.0k | 470.25 | |
| Paypal Holdings (PYPL) | 5.6 | $1.7M | 20k | 86.05 | |
| Snowflake Cl A (SNOW) | 5.6 | $1.7M | 10k | 170.00 | |
| Crowdstrike Hldgs Cl A (CRWD) | 5.4 | $1.6M | 10k | 164.80 | |
| Palo Alto Networks (PANW) | 5.4 | $1.6M | 10k | 163.80 | |
| Wolfspeed (WOLF) | 5.1 | $1.5M | 15k | 103.33 | |
| Aspen Aerogels (ASPN) | 5.0 | $1.5M | 167k | 9.22 | |
| Permian Resources Corp Class A Com (PR) | 3.9 | $1.2M | 175k | 6.80 | |
| Netflix (NFLX) | 3.9 | $1.2M | 5.0k | 235.40 | |
| Apa Corporation (APA) | 3.4 | $1.0M | 30k | 34.20 | |
| Digitalbridge Group Cl A New (DBRG) | 3.3 | $1.0M | 80k | 12.51 | |
| Datadog Cl A Com (DDOG) | 2.9 | $888k | 10k | 88.80 | |
| Freyr Battery SHS | 1.2 | $356k | 25k | 14.24 |
