Sturgeon Ventures

Sturgeon Ventures as of June 30, 2022

Portfolio Holdings for Sturgeon Ventures

Sturgeon Ventures holds 34 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 11.8 $18M 68k 256.84
NVIDIA Corporation (NVDA) 8.7 $13M 86k 151.59
Tesla Motors (TSLA) 7.7 $11M 17k 673.40
Alphabet Cap Stk Cl A (GOOGL) 7.0 $10M 4.8k 2179.35
Apple (AAPL) 5.8 $8.7M 64k 136.72
Advanced Micro Devices (Principal) (AMD) 5.7 $8.5M 111k 76.47
Synopsys (SNPS) 3.5 $5.3M 17k 303.71
Dynatrace Com New (DT) 3.3 $4.8M 123k 39.44
Crowdstrike Hldgs Cl A (CRWD) 3.2 $4.8M 29k 168.56
Teradyne (TER) 3.0 $4.5M 50k 89.54
stock 2.7 $4.0M 46k 88.46
Ptc (PTC) 2.6 $3.8M 36k 106.34
Brooks Automation (AZTA) 2.4 $3.6M 51k 72.10
Trimble Navigation (TRMB) 2.4 $3.5M 61k 58.23
Omnicell (OMCL) 2.3 $3.5M 31k 113.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $3.2M 8.4k 377.19
Autodesk (ADSK) 2.1 $3.2M 18k 171.94
Qualcomm (QCOM) 2.1 $3.2M 25k 127.74
Sentinelone Cl A (S) 2.1 $3.1M 133k 23.33
Ametek (AME) 2.0 $3.0M 27k 109.89
D.R. Horton (DHI) 1.9 $2.8M 43k 66.20
Servicenow (NOW) 1.9 $2.8M 5.9k 475.60
Intuitive Surgical Com New (ISRG) 1.6 $2.4M 12k 200.71
Honeywell International (HON) 1.6 $2.3M 14k 173.82
Rockwell Automation (ROK) 1.6 $2.3M 12k 199.28
Aptiv SHS (APTV) 1.4 $2.1M 23k 89.07
Lam Research Corporation 1.4 $2.0M 4.8k 426.22
Deere & Company (DE) 1.4 $2.0M 6.8k 299.41
Nice Sponsored Adr (NICE) 1.2 $1.8M 9.5k 192.47
Cognex Corporation (CGNX) 1.1 $1.6M 37k 42.51
Snowflake Cl A (SNOW) 1.0 $1.5M 11k 139.09
Ambarella SHS (AMBA) 0.7 $1.1M 17k 65.46
Procept Biorobotics Corp (PRCT) 0.4 $537k 16k 32.70
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $500k 4.4k 113.64