Jabodon Pt as of March 31, 2022
Portfolio Holdings for Jabodon Pt
Jabodon Pt holds 32 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cue Health (HLTH) | 18.1 | $30M | 4.6M | 6.45 | |
| Fiserv (FI) | 8.1 | $13M | 130k | 101.40 | |
| McDonald's Corporation (MCD) | 6.9 | $11M | 46k | 247.27 | |
| Alpha Partners Tech Mergr Corp Unit (PLMJU) | 6.0 | $9.8M | 1.0M | 9.78 | |
| Union Pacific Corporation (UNP) | 5.4 | $8.8M | 32k | 273.23 | |
| CSX Corporation (CSX) | 5.0 | $8.2M | 220k | 37.45 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $6.8M | 2.4k | 2792.85 | |
| Charter Communications Cl A (CHTR) | 3.6 | $5.8M | 11k | 545.51 | |
| Anaplan | 3.4 | $5.6M | 86k | 65.05 | |
| Herbalife Nutrition Com Shs (HLF) | 3.2 | $5.2M | 170k | 30.36 | |
| Guidewire Software (GWRE) | 3.1 | $5.1M | 54k | 94.61 | |
| Pacira Pharmaceuticals (PCRX) | 2.3 | $3.7M | 49k | 76.33 | |
| Graphic Packaging Holding Company (GPK) | 2.3 | $3.7M | 187k | 20.04 | |
| Asbury Automotive (ABG) | 2.2 | $3.6M | 23k | 160.20 | |
| Uber Technologies (UBER) | 1.9 | $3.0M | 85k | 35.68 | |
| Amazon (AMZN) | 1.8 | $3.0M | 921.00 | 3259.50 | |
| Take-Two Interactive Software (TTWO) | 1.8 | $3.0M | 20k | 153.72 | |
| Zillow Group Cl C Cap Stk (Z) | 1.8 | $2.9M | 60k | 49.28 | |
| Doordash Cl A (DASH) | 1.7 | $2.7M | 23k | 117.20 | |
| Toll Brothers (TOL) | 1.7 | $2.7M | 58k | 47.02 | |
| Silk Road Medical Inc Common (SILK) | 1.7 | $2.7M | 65k | 41.29 | |
| Under Armour Cl A (UAA) | 1.6 | $2.7M | 156k | 17.02 | |
| Hubspot (HUBS) | 1.5 | $2.5M | 5.2k | 474.96 | |
| Cytokinetics Com New (CYTK) | 1.5 | $2.4M | 66k | 36.82 | |
| salesforce (CRM) | 1.5 | $2.4M | 11k | 212.28 | |
| Twilio Cl A (TWLO) | 1.5 | $2.4M | 15k | 164.83 | |
| Viatris (VTRS) | 1.4 | $2.3M | 209k | 10.88 | |
| Adapthealth Corp -a (AHCO) | 1.3 | $2.2M | 134k | 16.03 | |
| Organogenesis Hldgs (ORGO) | 1.2 | $2.0M | 265k | 7.62 | |
| Netflix (NFLX) | 1.2 | $1.9M | 5.0k | 374.68 | |
| Realreal (REAL) | 1.1 | $1.7M | 238k | 7.26 | |
| Bird Global Com Cl A | 0.2 | $255k | 104k | 2.45 |
