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AtonRa Partners · 13F Holdings
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AtonRa Partners

No.10154 Data as of 2023Q4
Latest AUM (Q4 2023)
$50.2M
QoQ Change Q3 2023
+$2.5M+5.3%
Holdings
124
New Buys
0
Adds
6
Reduces
118
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2023 ValueQ4 2023 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DEXCOM INCDXCM
2.05%1.75%$1.0M8,296$834,3828,943-647-7.23%Reduce
CROWDSTRIKE HLDGS INCCRWD
2.03%1.62%$1.0M3,987$771,1204,607-620-13.46%Reduce
SHOPIFY INCSHOP
1.87%1.65%$940,01912,067$784,93514,384-2,317-16.11%Reduce
PALANTIR TECHNOLOGIES INCPLTR
1.8%1.97%$901,47752,503$937,18458,574-6,071-10.36%Reduce
TTRANSMEDICS GROUP INCTMDX
1.76%1.41%$883,46311,193$672,71312,287-1,094-8.90%Reduce
COINBASE GLOBALCOIN
1.75%1.01%$876,5575,040$480,6626,402-1,362-21.27%Reduce
SHIFT4 PMTS INCFOUR
1.65%1.57%$828,59411,146$750,59613,556-2,410-17.78%Reduce
BLOCK INCXYZ
1.64%1.27%$823,23610,643$605,38813,678-3,035-22.19%Reduce
MADRIGAL PHARMACEUTICALS INCMDGL
1.58%1.18%$794,3283,433$563,2763,857-424-10.99%Reduce
SCHRODINGER INCSDGR
1.53%1.43%$769,19921,486$681,92924,122-2,636-10.93%Reduce
SSHOCKWAVE MED INC
1.53%1.83%$766,4324,022$870,8634,374-352-8.05%Reduce
INSULET CORPPODD
1.48%1.24%$745,1093,434$592,0273,712-278-7.49%Reduce
EURONET WORLDWIDE INCEEFT
1.48%1.44%$743,5167,326$687,9868,667-1,341-15.47%Reduce
DESCARTES SYS GROUP INCDSGX
1.45%1.31%$726,1468,639$624,2658,502+137+1.61%Add
AFFIRM HLDGS INC COM CL AAFRM
1.35%0.81%$679,60613,830$386,62518,177-4,347-23.91%Reduce
EXACT SCIENCES CORP COMEXAS
1.33%1.41%$666,7829,013$672,5819,859-846-8.58%Reduce
NEUROCRINE BIOSCIENCES INCNBIX
1.31%1.31%$659,0645,002$625,7255,562-560-10.07%Reduce
IINSPIRE MED SYS INCINSP
1.28%1.42%$643,4493,163$679,2603,423-260-7.60%Reduce
ADVANCED MICRO DEVICES INCAMD
1.25%1.02%$626,1984,248$484,4884,712-464-9.85%Reduce
FIRST SOLAR INC COMFSLR
1.24%1.19%$620,2083,600$568,9583,521+79+2.24%Add
PROCEPT BIOROBOTICS CORPPRCT
1.23%1.13%$616,70614,715$540,11816,462-1,747-10.61%Reduce
NVIDIA CORPORATIONNVDA
1.23%1.3%$615,5581,243$618,5561,422-179-12.59%Reduce
INTUITINTU
1.21%1.38%$606,279970$656,5581,285-315-24.51%Reduce
SSTRATEGY INCMSTR
1.16%0.8%$580,459919$383,1031,167-248-21.25%Reduce
TTETRA TECH INC NEWTTEK
1.15%1.08%$576,5763,454$515,2303,389+65+1.92%Add
PPACIFIC BIOSCIENCES CALIF INC COMPACB
1.15%1.14%$576,06358,722$543,43565,082-6,360-9.77%Reduce
DATADOG INCDDOG
1.09%1%$548,8804,522$477,9495,247-725-13.82%Reduce
GGUIDEWIRE SOFTWARE INCGWRE
1.09%1.24%$546,7275,014$590,4906,561-1,547-23.58%Reduce
RROCKET LAB CORP COMRKLB
1.09%1.05%$544,84998,526$502,951114,829-16,303-14.20%Reduce
INTUITIVE SURGICAL INCISRG
1.07%1.06%$536,4021,590$507,4151,736-146-8.41%Reduce
LLEGEND BIOTECH CORPLEGN
1.06%1.4%$532,3248,847$665,7899,912-1,065-10.74%Reduce
UUIPATH INCPATH
1.02%0.85%$514,08920,696$406,60223,764-3,068-12.91%Reduce
ZSCALER INCZS
1.02%0.88%$513,7982,319$421,0272,706-387-14.30%Reduce
ALNYLAM PHARMACEUTICALS INCALNY
1.01%1.09%$509,5332,662$519,7892,935-273-9.30%Reduce
EEVOLENT HEALTH INCEVH
1.01%0.95%$505,39215,301$454,87716,705-1,404-8.40%Reduce
AAXONICS INC
1%1.04%$503,8768,097$495,7088,833-736-8.33%Reduce
IQVIA HLDGS INCIQV
1%0.99%$499,7812,160$472,2002,400-240-10.00%Reduce
SERVICENOW INCNOW
0.99%0.95%$496,662703$452,758810-107-13.21%Reduce
RRIOT PLATFORMS INCRIOT
0.97%0.78%$488,68231,589$371,85639,856-8,267-20.74%Reduce
CLOUDFLARE INCNET
0.97%0.89%$485,5725,832$423,6296,720-888-13.21%Reduce
LIGHTSPEED COMMERCE INCLSPD
0.96%0.82%$479,60922,834$389,99027,751-4,917-17.72%Reduce
DDYNATRACE INCDT
0.94%0.98%$473,1238,651$466,7869,989-1,338-13.39%Reduce
XYLEM INCXYL
0.91%0.75%$457,5544,001$355,9273,910+91+2.33%Add
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX
0.88%1.07%$440,6304,175$511,3684,707-532-11.30%Reduce
BRUKER CORPBRKR
0.86%0.84%$430,2995,856$400,9016,435-579-9.00%Reduce
SNOWFLAKE INC COM SHSSNOW
0.86%0.81%$429,8402,160$386,6612,531-371-14.66%Reduce
PALO ALTOPANW
0.85%0.82%$428,4611,453$392,4531,674-221-13.20%Reduce
KYMERA THERAPEUTICS INCKYMR
0.85%0.56%$427,93216,808$266,49119,172-2,364-12.33%Reduce
IONIS PHARMACEUTICALS INCIONS
0.85%0.89%$424,7548,396$423,1639,329-933-10.00%Reduce
GLOBALSTAR INCGSAT
0.85%0.69%$424,472218,800$331,332252,925-34,125-13.49%Reduce

🧭 Institutional Sector Flow Heatmap

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