Sturgeon Ventures as of Dec. 31, 2018
Portfolio Holdings for Sturgeon Ventures
Sturgeon Ventures holds 11 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuitive Surgical (ISRG) | 15.1 | $7.5M | 16k | 478.94 | |
| Nice Systems (NICE) | 14.0 | $6.9M | 64k | 108.20 | |
| Honeywell International (HON) | 10.7 | $5.3M | 40k | 132.12 | |
| Rockwell Automation (ROK) | 10.2 | $5.1M | 34k | 150.48 | |
| Ptc (PTC) | 9.0 | $4.5M | 54k | 82.90 | |
| Cognex Corporation (CGNX) | 8.2 | $4.1M | 105k | 38.67 | |
| iRobot Corporation (IRBT) | 7.5 | $3.7M | 44k | 83.75 | |
| NVIDIA Corporation (NVDA) | 7.1 | $3.6M | 27k | 133.44 | |
| Teradyne (TER) | 7.1 | $3.5M | 112k | 31.38 | |
| Ansys (ANSS) | 6.1 | $3.0M | 21k | 142.96 | |
| IPG Photonics Corporation (IPGP) | 5.1 | $2.5M | 22k | 113.30 |
