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Hedge Funds Similar to Daventry Group

13F Portfolio OverlapQ2 2026Daventry Group portfolio →
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Most similar hedge funds by 13F overlap

Daventry Group, LP is an institutional investor managing $133M across 11 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Daventry Group are LIGHT STREET, Spyglass, Whale Rock, with shared positions in $FROG, $MKSI, $MDB, $IOT, $SAIL, $ITRI. The full ranking of 6 similar funds is below.

#1LIGHT STREET CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$FROG$MKSI$MDB
$903M
28 positions
#2Spyglass Capital Management LLCActive
Notable overlap · 3 shared positions
$IOT$MDB$MKSI
$1.8B
25 positions
#3Whale Rock Capital Management LLCActive
Notable overlap · 3 shared positions
$MKSI$FROG$MDB
$12.5B
35 positions
#4CYPRESS POINT INVESTMENT MANAGEMENT LPActive
Some overlap · 3 shared positions
$FROG$SAIL$MDB
$552M
33 positions
#5Aristotle Capital Boston, LLCPassive
Some overlap · 3 shared positions
$ITRI$BDC$AEIS
$1.5B
119 positions
#6Opti Capital Management, LPActive
Slight overlap · 3 shared positions
$ITRI$RBRK$MKSI
$1.6B
46 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.