AtonRa Partners as of March 31, 2022
Portfolio Holdings for AtonRa Partners
AtonRa Partners holds 113 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shockwave Med | 2.9 | $5.3M | 26k | 207.37 | |
| NVIDIA Corporation (NVDA) | 2.5 | $4.6M | 17k | 272.88 | |
| Block Cl A (XYZ) | 2.5 | $4.6M | 34k | 135.59 | |
| Paypal Holdings (PYPL) | 2.3 | $4.2M | 36k | 115.66 | |
| Fortinet (FTNT) | 2.1 | $4.0M | 12k | 341.74 | |
| Solaredge Technologies (SEDG) | 2.1 | $3.9M | 12k | 322.34 | |
| Insulet Corporation (PODD) | 2.0 | $3.7M | 14k | 266.37 | |
| Lattice Semiconductor (LSCC) | 1.9 | $3.4M | 56k | 60.95 | |
| Cloudflare Cl A Com (NET) | 1.7 | $3.2M | 27k | 119.72 | |
| Silvergate Capital Corporation Cl A (SICPQ) | 1.7 | $3.2M | 21k | 150.58 | |
| Marvell Technology (MRVL) | 1.6 | $2.9M | 41k | 71.72 | |
| Tesla Motors (TSLA) | 1.6 | $2.9M | 2.7k | 1077.67 | |
| Guardant Health (GH) | 1.6 | $2.9M | 43k | 66.24 | |
| Abiomed | 1.5 | $2.8M | 8.5k | 331.19 | |
| Palo Alto Networks (PANW) | 1.5 | $2.7M | 4.4k | 623.63 | |
| Advanced Micro Devices (AMD) | 1.5 | $2.7M | 25k | 109.36 | |
| Dex (DXCM) | 1.5 | $2.7M | 5.2k | 511.58 | |
| Intuit (INTU) | 1.4 | $2.7M | 5.5k | 480.91 | |
| 4068594 Enphase Energy (ENPH) | 1.4 | $2.6M | 13k | 201.79 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $2.6M | 4.3k | 590.63 | |
| Crowdstrike Holdings Cl A (CRWD) | 1.4 | $2.5M | 11k | 227.10 | |
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 1.4 | $2.5M | 80k | 31.11 | |
| Catalent | 1.3 | $2.5M | 22k | 110.89 | |
| Iqvia Holdings (IQV) | 1.3 | $2.4M | 10k | 231.24 | |
| Veeva Systems Cl A Com (VEEV) | 1.3 | $2.4M | 11k | 212.45 | |
| Biontech Se Sponsored Ads (BNTX) | 1.2 | $2.2M | 13k | 170.59 | |
| Inspire Med Sys (INSP) | 1.2 | $2.2M | 8.7k | 256.64 | |
| Zscaler Incorporated (ZS) | 1.2 | $2.2M | 9.2k | 241.32 | |
| Riot Blockchain (RIOT) | 1.2 | $2.2M | 105k | 21.17 | |
| Wolfspeed | 1.2 | $2.2M | 20k | 113.88 | |
| Kymera Therapeutics (KYMR) | 1.2 | $2.2M | 52k | 42.32 | |
| Upstart Hldgs (UPST) | 1.2 | $2.2M | 20k | 109.09 | |
| Euronet Worldwide (EEFT) | 1.2 | $2.1M | 16k | 130.15 | |
| Micron Technology (MU) | 1.1 | $2.1M | 27k | 77.88 | |
| Tenable Hldgs (TENB) | 1.1 | $2.1M | 36k | 57.78 | |
| Marqeta Class A Com (MQ) | 1.0 | $1.9M | 169k | 11.04 | |
| Descartes Sys Grp (DSGX) | 1.0 | $1.9M | 23k | 81.00 | |
| Legend Biotech Corporation Sponsored Ads (LEGN) | 1.0 | $1.9M | 51k | 36.35 | |
| Edwards Lifesciences (EW) | 1.0 | $1.8M | 15k | 117.75 | |
| Agilent Technologies Inc C ommon (A) | 1.0 | $1.8M | 13k | 132.30 | |
| Affirm Holdings Inc A Com Cl A (AFRM) | 1.0 | $1.7M | 38k | 46.28 | |
| Sofi Technologies (SOFI) | 0.9 | $1.7M | 179k | 9.44 | |
| Teradyne (TER) | 0.9 | $1.6M | 14k | 118.27 | |
| Moderna (MRNA) | 0.9 | $1.6M | 9.3k | 172.21 | |
| Abbott Laboratories (ABT) | 0.9 | $1.6M | 13k | 118.52 | |
| Fiserv (FI) | 0.9 | $1.6M | 16k | 101.38 | |
| Tetra Tech (TTEK) | 0.9 | $1.6M | 9.5k | 164.97 | |
| Alnylam Pharmaceuticals (ALNY) | 0.8 | $1.6M | 9.6k | 163.24 | |
| Global Payments (GPN) | 0.8 | $1.6M | 11k | 136.82 | |
| Black Knight | 0.8 | $1.5M | 27k | 57.99 | |
| Shift4 Payments Cl A (FOUR) | 0.8 | $1.5M | 25k | 61.93 | |
| Maxar Technologies | 0.8 | $1.5M | 38k | 39.47 | |
| Sunpower (SPWRQ) | 0.8 | $1.5M | 68k | 21.48 | |
| Intellia Therapeutics (NTLA) | 0.8 | $1.5M | 20k | 72.67 | |
| Ecolab (ECL) | 0.8 | $1.4M | 8.2k | 176.56 | |
| Rapid7 (RPD) | 0.8 | $1.4M | 13k | 111.21 | |
| Sunrun (RUN) | 0.8 | $1.4M | 47k | 30.37 | |
| Alarm Com Hldgs (ALRM) | 0.8 | $1.4M | 21k | 66.48 | |
| Quanterix Ord (QTRX) | 0.8 | $1.4M | 48k | 29.18 | |
| Axonics Modulation Technolog (AXNX) | 0.8 | $1.4M | 22k | 62.60 | |
| Shopify Cl A (SHOP) | 0.7 | $1.3M | 2.0k | 675.89 | |
| Fidelity National Information Services (FIS) | 0.7 | $1.3M | 13k | 100.42 | |
| Trimble Navigation (TRMB) | 0.7 | $1.3M | 18k | 72.14 | |
| Xylem (XYL) | 0.7 | $1.3M | 15k | 85.28 | |
| Schrodinger (SDGR) | 0.7 | $1.3M | 38k | 34.13 | |
| Neurocrine Biosciences (NBIX) | 0.7 | $1.3M | 14k | 93.75 | |
| Snowflake Cl A (SNOW) | 0.7 | $1.3M | 5.5k | 229.04 | |
| Dynatrace Com New (DT) | 0.7 | $1.3M | 27k | 47.10 | |
| First Solar (FSLR) | 0.6 | $1.2M | 14k | 83.72 | |
| Booz Allen Hamilton Hldg Cl A Cl A (BAH) | 0.6 | $1.1M | 13k | 87.82 | |
| Bruker Corporation (BRKR) | 0.6 | $1.1M | 17k | 64.32 | |
| 3-d Systems Com New (DDD) | 0.6 | $1.1M | 65k | 16.68 | |
| Teledyne Technologies Incorporated (TDY) | 0.6 | $1.1M | 2.3k | 472.69 | |
| Seagen | 0.6 | $1.0M | 7.1k | 144.01 | |
| Baidu Ads Spon Adr Rep A (BIDU) | 0.5 | $965k | 7.3k | 132.26 | |
| Palantir Tchnologies Cl A (PLTR) | 0.5 | $932k | 68k | 13.73 | |
| Twilio Cl A (TWLO) | 0.5 | $921k | 5.6k | 164.79 | |
| Ii-vi | 0.5 | $920k | 13k | 72.49 | |
| Lendingclub Corp Com New (LC) | 0.5 | $888k | 56k | 15.79 | |
| Servicenow (NOW) | 0.5 | $865k | 1.6k | 556.99 | |
| Blueprint Medicines (BPMC) | 0.5 | $863k | 14k | 63.90 | |
| Nio Spon Ads (NIO) | 0.5 | $862k | 41k | 21.04 | |
| Teladoc (TDOC) | 0.5 | $857k | 12k | 72.16 | |
| Varonis Sys (VRNS) | 0.5 | $854k | 18k | 47.54 | |
| Jack Henry & Associates (JKHY) | 0.5 | $853k | 4.3k | 197.13 | |
| Iridium Communications (IRDM) | 0.5 | $845k | 21k | 40.31 | |
| Mantech Intl Cl A | 0.5 | $840k | 9.7k | 86.23 | |
| Okta Cl A (OKTA) | 0.4 | $816k | 5.4k | 150.89 | |
| Fate Therapeutics (FATE) | 0.4 | $802k | 21k | 38.75 | |
| Avidity Biosciences Ord (RNA) | 0.4 | $741k | 40k | 18.47 | |
| Virgin Galactic Holdings Inc virgin galactic holdings | 0.4 | $733k | 74k | 9.88 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.4 | $730k | 17k | 43.91 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $709k | 10k | 69.95 | |
| Zebra Tech -a- Cl A (ZBRA) | 0.4 | $697k | 1.7k | 413.40 | |
| Rocket Lab Usa | 0.4 | $695k | 86k | 8.05 | |
| Nanostring Technologies (NSTGQ) | 0.4 | $682k | 20k | 34.73 | |
| Beyond Meat (BYND) | 0.4 | $670k | 14k | 48.30 | |
| 10x Genomics Cl A Com (TXG) | 0.4 | $665k | 8.7k | 76.11 | |
| Nurix Therapeutics (NRIX) | 0.4 | $665k | 48k | 14.01 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.4 | $661k | 48k | 13.89 | |
| Guidewire Software (GWRE) | 0.4 | $660k | 7.0k | 94.64 | |
| Marathon Digital Holdings In (MARA) | 0.4 | $649k | 23k | 27.97 | |
| Twist Bioscience Corp (TWST) | 0.3 | $613k | 12k | 49.37 | |
| Tpi Composites (TPICQ) | 0.3 | $542k | 39k | 14.05 | |
| Pacific Biosciences of California (PACB) | 0.3 | $539k | 59k | 9.10 | |
| Emergent BioSolutions (EBS) | 0.3 | $472k | 12k | 41.03 | |
| Cerence (CRNC) | 0.2 | $402k | 11k | 36.06 | |
| Butterfly Network Com Cl A (BFLY) | 0.2 | $371k | 78k | 4.76 | |
| Burning Rock Biotech Sponsored Ads | 0.2 | $341k | 37k | 9.29 | |
| Astra Space Com Cl A | 0.1 | $234k | 61k | 3.86 | |
| Fastly Rg-a Cl A (FSLY) | 0.1 | $187k | 11k | 17.41 | |
| Berkeley Lts | 0.1 | $132k | 19k | 7.11 | |
| American Well Corporation Cl A | 0.1 | $130k | 31k | 4.22 |
