Sturgeon Ventures as of March 31, 2019
Portfolio Holdings for Sturgeon Ventures
Sturgeon Ventures holds 26 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasterCard Incorporated (MA) | 12.7 | $12M | 22k | 559.62 | |
| Intuitive Surgical (ISRG) | 8.0 | $7.6M | 13k | 570.60 | |
| Nice Systems (NICE) | 6.6 | $6.2M | 51k | 122.50 | |
| Honeywell International (HON) | 5.9 | $5.6M | 35k | 158.92 | |
| Rockwell Automation (ROK) | 5.5 | $5.2M | 30k | 175.46 | |
| iRobot Corporation (IRBT) | 5.3 | $5.0M | 43k | 117.70 | |
| Ansys (ANSS) | 4.7 | $4.5M | 25k | 182.70 | |
| Ptc (PTC) | 4.5 | $4.3M | 47k | 92.19 | |
| Microsoft Corporation (MSFT) | 4.1 | $3.9M | 33k | 117.95 | |
| Medidata Solutions | 4.0 | $3.8M | 52k | 73.24 | |
| Cognex Corporation (CGNX) | 4.0 | $3.8M | 75k | 50.86 | |
| Boeing Company (BA) | 3.6 | $3.4M | 8.8k | 381.41 | |
| NVIDIA Corporation (NVDA) | 3.3 | $3.1M | 17k | 179.58 | |
| Home Depot (HD) | 3.0 | $2.9M | 15k | 191.86 | |
| Xilinx | 3.0 | $2.8M | 22k | 126.79 | |
| Teradyne (TER) | 2.6 | $2.5M | 63k | 39.83 | |
| Omnicell (OMCL) | 2.5 | $2.4M | 29k | 80.83 | |
| Visa (V) | 2.4 | $2.3M | 15k | 156.19 | |
| stock | 2.3 | $2.1M | 17k | 124.58 | |
| Broadcom (AVGO) | 2.0 | $1.9M | 6.3k | 300.71 | |
| IPG Photonics Corporation (IPGP) | 2.0 | $1.9M | 13k | 151.74 | |
| Adobe Systems Incorporated (ADBE) | 1.9 | $1.8M | 6.8k | 266.50 | |
| Cintas Corporation (CTAS) | 1.7 | $1.6M | 7.8k | 202.09 | |
| Facebook Inc cl a (META) | 1.5 | $1.4M | 8.3k | 166.75 | |
| Illumina (ILMN) | 1.4 | $1.4M | 4.4k | 310.77 | |
| Amazon (AMZN) | 1.4 | $1.3M | 744.00 | 1780.91 |
