Evr Research L.P. is an investment fund managing more than $335 billion ran by Karoline Thurman. There are currently 31 companies in Mrs. Thurman’s portfolio. The largest investments include Couchbase Ord and Smartsheet Cl A Ord, together worth $72.8 billion.
As of 7th August 2024, Evr Research L.P.’s top holding is 2,081,585 shares of Couchbase Ord currently worth over $38 billion and making up 11.4% of the portfolio value.
In addition, the fund holds 790,000 shares of Smartsheet Cl A Ord worth $34.8 billion.
The third-largest holding is Jamf Holding Ord worth $25.9 billion and the next is World Kinect Ord worth $21.9 billion, with 850,000 shares owned.
Currently, Evr Research L.P.'s portfolio is worth at least $335 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Evr Research L.P. office and employees reside in Richmond, Virginia. According to the last 13-F report filed with the SEC, Karoline Thurman serves as the CCO at Evr Research L.P..
In the most recent 13F filing, Evr Research L.P. revealed that it had opened a new position in
Carmax Ord and bought 90,000 shares worth $6.6 billion.
The investment fund also strengthened its position in Couchbase Ord by buying
179,585 additional shares.
This makes their stake in Couchbase Ord total 2,081,585 shares worth $38 billion.
On the other hand, there are companies that Evr Research L.P. is getting rid of from its portfolio.
Evr Research L.P. closed its position in Dave Busters Entertainment Ord on 14th August 2024.
It sold the previously owned 600,000 shares for $37.6 billion.
Karoline Thurman also disclosed a decreased stake in Garrett Motion Ord by 0.1%.
This leaves the value of the investment at $16.3 billion and 1,900,000 shares.
The two most similar investment funds to Evr Research L.P. are Old Port Advisors and Prosight Management, L.P.. They manage $335 billion and $335 billion respectively.
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Couchbase Ord |
9.44%
2,081,585
|
$38,009,742,000 | 11.35% |
| Dave Busters Entertainment Ord |
Closed
600,000
|
$37,560,000,000 | |
| Smartsheet Cl A Ord |
64.58%
790,000
|
$34,823,200,000 | 10.40% |
| Walkme Ord |
Closed
3,031,752
|
$26,073,067,000 | |
| Jamf Holding Ord |
282.93%
1,570,000
|
$25,905,000,000 | 7.74% |
| World Kinect Ord |
14.09%
850,000
|
$21,930,000,000 | 6.55% |
| Alight Cl A Ord |
103.46%
2,350,000
|
$17,343,000,000 | 5.18% |
| Garrett Motion Ord |
12.02%
1,900,000
|
$16,321,000,000 | 4.88% |
| Concentrix Ord |
Closed
240,000
|
$15,892,800,000 | |
| Select Water Solutions Cl A Ord |
26.98%
1,475,000
|
$15,782,500,000 | 4.71% |
| Varonis Systems Ord |
41.30%
325,000
|
$15,590,250,000 | 4.66% |
| Ecovyst Ord |
27.50%
1,595,000
|
$14,307,150,000 | 4.27% |
| Axalta Coating Systems Ord |
38.46%
320,000
|
$10,934,400,000 | 3.27% |
| Blue Bird Ord |
78.49%
200,000
|
$10,770,000,000 | 3.22% |
| Riskified Cl A Ord |
50.66%
1,609,698
|
$10,285,970,000 | 3.07% |
| Mobileye Global Cl A Ord |
8.20%
330,000
|
$9,268,050,000 | 2.77% |
| Stoneridge Ord |
36.25%
545,000
|
$8,698,200,000 | 2.60% |
| Avepoint Cl A Ord |
42.76%
830,000
|
$8,648,600,000 | 2.58% |
| Shotspotter Ord |
1.31%
618,000
|
$7,527,240,000 | 2.25% |
| C3 Ai Cl A Ord |
31.33%
257,500
|
$7,457,200,000 | 2.23% |
| Canada Goose Holdings Sub Vtg Ord |
Closed
565,000
|
$6,813,900,000 | |
| Brookdale Senior Living Ord |
Closed
1,000,000
|
$6,610,000,000 | |
| Carmax Ord |
Opened
90,000
|
$6,600,600,000 | 1.97% |
| Global Payments Ord |
Opened
66,000
|
$6,382,200,000 | 1.91% |
| Mattel Ord |
Opened
390,000
|
$6,341,400,000 | 1.89% |
| Taboola.com Ord |
36.84%
1,800,000
|
$6,192,000,000 | 1.85% |
| Lithia Motors Ord |
Opened
24,000
|
$6,058,800,000 | 1.81% |
| Liveramp Holdings Ord |
Opened
190,000
|
$5,878,600,000 | 1.76% |
| Barnes Group Ord |
Closed
148,912
|
$5,532,081,000 | |
| Gates Industrial Ord |
63.86%
300,000
|
$4,743,000,000 | 1.42% |
| Newell Brands Ord |
340.00%
660,000
|
$4,230,600,000 | 1.26% |
| Cooper Standard Holdings Ord |
No change
240,000
|
$2,985,600,000 | 0.89% |
| Mitek Systems Ord |
Opened
264,466
|
$2,956,729,000 | 0.88% |
| Sunnova Energy International Ord |
Closed
480,000
|
$2,942,400,000 | |
| Savers Value Village Ord |
26.91%
237,558
|
$2,907,709,000 | 0.87% |
| Jeld Wen Holding Ord |
Closed
130,000
|
$2,759,900,000 | |
| Open Lending Ord |
Opened
494,323
|
$2,758,322,000 | 0.82% |
| Designer Brands Cl A Ord |
Opened
300,000
|
$2,049,000,000 | 0.61% |
| Star Holdings Ord |
7.10%
90,500
|
$1,091,430,000 | 0.33% |
| No transactions found | |||
| Showing first 500 out of 39 holdings | |||