ATRC β€” AtriCure, Inc.

Ownership history in Knott David M Jr  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Knott David M Jr reported a position in AtriCure, Inc. (ATRC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.94% (2025 Q4)
πŸ“Š Avg. % of fund
0.67%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

Knott David M Jr Γ— ATRC AI Analytics

πŸ“‰ Knott David M Jr underperformed the S&P 500 by –0.3% annually on this ATRC position. Timing score: 100% (3/3 decisions correct). Average cost basis: $33.05. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-0.3%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
3 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct

πŸ’° Entry Quality
$33.05
+19.7% vs current ($39.56)

Best entry: $32.26 (2025 Q1)  Β·  Worst: $39.56 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

4 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Knott David M Jr has been actively increasing its ATRC allocation β€” a bullish signal from insiders.
Currently 0.94% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ATRC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 51,400 +3,400 +7.1% 0.94% $2.0M $39.56
2025 Q3 ADDED 48,000 +1,557 +3.4% 0.68% $1.7M $35.25
2025 Q2 ADDED 46,443 +21,823 +88.6% 0.69% $1.5M $32.77
2025 Q1 INITIATED 24,620 β€” β€” 0.37% $794K $32.26
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