Latest imported 13F data
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Showing Q4 2023 data
HedgeTrack has imported Q4 2025 data overall, but AtonRa Partners's latest available filing here is Q4 2023.

AtonRa Partners

โ€ขCIK: 1846445โ€ขFiling: Q4 2023

**AtonRa Partners** is a focused, actively managed hedge fund currently deploying $50M across 124 distinct positions. The portfolio exhibits concentrated exposure to high-growth technology and data infrastructure names, notably holding DC4, CRWD, and SHOP, each representing a $1.0M allocation. Further significant allocations include PLTR, TMDX, COIN, and FOUR, suggesting a tactical overweighting toward disruptive market leaders. This structure indicates a conviction-driven approach targeting outsized returns within select, high-conviction sectors.

Total AUM
$50.2M
QoQ Performance
N/A
Positions
124
Top 10 Concentration
17.7%
Latest Filing
Q4 2023

Top Holdings Allocation

DXCM2.1%
CRWD2.0%
SHOP1.9%
PLTR1.8%
TMDX1.8%
COIN1.7%
FOUR1.7%
XYZ1.6%

๐Ÿ“ˆ Biggest Buys

DXCM
Dexcom Inc
NEW
2.1% of portfolio
CRWD
CrowdStrike Holdings Inc
NEW
2.0% of portfolio
SHOP
SHOPIFY INC
NEW
1.9% of portfolio
PLTR
Palantir Technologies Inc
NEW
1.8% of portfolio
TMDX
TransMedics Group Inc
NEW
1.8% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other94.8%
Technology4.2%
Healthcare1.0%

Changes from Q3 2023

NEW124 new positions

Historical Filings

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022