AP

AtonRa Partners

13F
AtonRa Partners
Last update 2024-02-05 124 Stocks (0 new)
Value $50.00 Mil Turnover 0 %
Countries:
Top Holdings: DXCM(2.05%)CRWD(2.03%)SHOP(1.87%)PLTR(1.80%)TMDX(1.76%)
Portfolio Report
Summary Stock Picks Current Portfolio
AtonRa Partners Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DXCM 		DexCom Inc
8,296
1029.450
-7.23%
2.050
-0.13%
0.000
-35.36%
-41.59%
29044.680
Medical Devices & Instruments
CRWD 		CrowdStrike Holdings Inc
3,987
1017.960
-13.46%
2.030
-0.22%
0.000
+11.31%
+17.23%
73366.338
Software
SHOP 		Shopify Inc
12,067
940.020
-16.11%
1.870
-0.27%
0.000
+27.13%
+2.26%
102762.492
Software
PLTR 		Palantir Technologies Inc
52,503
901.480
-10.36%
1.800
-0.20%
0.000
+47.83%
+148.05%
95378.337
Software
TMDX 		TransMedics Group Inc
11,193
883.460
-8.90%
1.760
-0.13%
0.030
-23.63%
+50.34%
3953.073
Medical Devices & Instruments
COIN 		Coinbase Global Inc
5,040
876.560
-21.27%
1.750
-0.21%
0.000
-22.78%
+14.38%
49429.672
Capital Markets
FOUR 		Shift4 Payments Inc
11,146
828.590
-17.78%
1.650
-0.28%
0.020
+35.11%
+25.44%
6234.820
Software
SQ 		Block Inc
10,643
823.240
-22.19%
1.640
-0.28%
0.000
+6.73%
-7.71%
43950.897
Software
MDGL 		Madrigal Pharmaceuticals Inc
3,433
794.330
-10.99%
1.580
-0.13%
0.020
-27.56%
-12.49%
4396.383
Biotechnology
SDGR 		Schrodinger Inc
21,486
769.200
-10.93%
1.530
-0.16%
0.030
-20.07%
-49.39%
1319.073
Healthcare Providers & Services

AtonRa Partners's Historical Top Holdings Breakdowns

AtonRa Partners's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
INTU 		Intuit Inc2023-12-31Reduce
-0.34%
●
479.45 ($551.59) 629.12
$602.01
9.14%
Reduce -24.51%
970
-315
GWRE 		Guidewire Software Inc2023-12-31Reduce
-0.29%
●
85.99 ($95.42) 110.89
$186.89
95.86%
Reduce -23.58%
5,014
-1,547
SQ 		Block Inc2023-12-31Reduce
-0.28%
●
39.22 ($56.54) 79.6
$71.39
26.26%
Reduce -22.19%
10,643
-3,035
FOUR 		Shift4 Payments Inc2023-12-31Reduce
-0.28%
●
43.61 ($59.65) 74.71
$93.25
56.33%
Reduce -17.78%
11,146
-2,410
SHOP 		Shopify Inc2023-12-31Reduce
-0.27%
●
46.4 ($63.86) 79.11
$79.66
24.74%
Reduce -16.11%
12,067
-2,317
CRWD 		CrowdStrike Holdings Inc2023-12-31Reduce
-0.22%
●
162.03 ($209.43) 260.08
$299.30
42.91%
Reduce -13.46%
3,987
-620
EEFT 		Euronet Worldwide Inc2023-12-31Reduce
-0.22%
●
73.93 ($85.29) 103.09
$99.09
16.18%
Reduce -15.47%
7,326
-1,341
NCNO 		Ncino Inc2023-12-31Reduce
-0.22%
●
27.58 ($29.76) 34.18
$37.55
26.18%
Reduce -25.19%
9,929
-3,344
COIN 		Coinbase Global Inc2023-12-31Reduce
-0.21%
●
70.78 ($109.2) 186.36
$198.93
82.17%
Reduce -21.27%
5,040
-1,362
INTA 		Intapp Inc2023-12-31Reduce
-0.21%
●
33.21 ($36.82) 40.78
$49.39
34.14%
Reduce -24.48%
8,985
-2,912

AtonRa Partners Total Holding History ($B)

To

AtonRa Partners's Asset Allocation

To

AtonRa Partners Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AtonRa Partners's Hypothetical Growth since 2023-12-31

AtonRa Partners's Yearly Returns

Year Portfolio % % Excess Gain %

AtonRa Partners's Holdings Heat Map

Size field:

AtonRa Partners's Holdings Bubble Chart

AtonRa Partners News

  • 1

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