Junson Asset Management

Junson Asset Management as of Dec. 31, 2020

Portfolio Holdings for Junson Asset Management

Junson Asset Management holds 67 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Twilio Cl A Ord (TWLO) 7.1 $14M 42k 338.49
Datadog Cl A Ord (DDOG) 6.1 $12M 125k 98.44
Expedia Group Ord (EXPE) 5.1 $10M 77k 132.40
Coupa Software Ord 4.8 $9.6M 28k 338.91
Dynatrace Ord (DT) 4.0 $8.1M 188k 43.27
Lyft Cl A Ord (LYFT) 3.9 $7.9M 160k 49.13
Servicenow Ord (NOW) 3.4 $6.9M 13k 550.40
Zendesk Ord 3.3 $6.7M 47k 143.13
Facebook Cl A Ord (META) 3.1 $6.3M 23k 273.17
Sailpoint Technologies Holdings Ord 2.7 $5.5M 104k 53.24
Walt Disney Ord (DIS) 2.7 $5.4M 30k 181.17
Uber Technologies Ord (UBER) 2.7 $5.4M 106k 51.00
Adobe Ord (ADBE) 2.7 $5.3M 11k 500.09
Macquarie Infrastructure Corp Ord 2.4 $4.8M 128k 37.55
Splunk Ord 2.1 $4.2M 25k 169.88
Cloudflare Cl A Ord (NET) 2.1 $4.2M 55k 75.98
Angi Homeservices Cl A Ord (ANGI) 2.0 $4.1M 311k 13.19
Advanced Micro Devices Ord (AMD) 1.8 $3.6M 39k 91.72
8X8 Ord (EGHT) 1.8 $3.5M 102k 34.47
Square Cl A Ord (SQ) 1.7 $3.5M 16k 217.62
Zscaler Ord (ZS) 1.6 $3.2M 16k 199.69
Workday Cl A Ord (WDAY) 1.5 $3.0M 13k 239.58
Salesforce.com Ord (CRM) 1.4 $2.9M 13k 222.54
Five9 Ord (FIVN) 1.4 $2.7M 16k 174.41
Fortive Corp Ord (FTV) 1.2 $2.4M 34k 70.82
Visa Cl A Ord (V) 1.2 $2.4M 11k 218.73
Apartment Income Reit Corp Ord (AIRC) 1.2 $2.3M 61k 38.41
Berkshire Hathaway Cl B Ord (BRK.B) 1.2 $2.3M 10k 231.90
Verisk Analytics Ord (VRSK) 1.1 $2.3M 11k 207.55
Ehealth Ord (EHTH) 1.1 $2.3M 32k 70.62
Microsoft Corp Ord (MSFT) 1.1 $2.2M 10k 222.40
Concentrix Corp Ord (CNXC) 1.1 $2.1M 21k 98.70
Select Interior Concepts Cl A Ord 1.0 $2.1M 290k 7.15
Nasdaq Ord (NDAQ) 1.0 $2.0M 15k 132.73
Prog Holdings Ord (PRG) 1.0 $1.9M 36k 53.86
Church & Dwight Ord (CHD) 1.0 $1.9M 22k 87.23
Genworth Financial Cl A Ord (GNW) 1.0 $1.9M 506k 3.78
Box Cl A Ord (BOX) 1.0 $1.9M 106k 18.05
Apple Ord (AAPL) 0.9 $1.8M 14k 132.67
Cornerstone Ondemand Ord 0.9 $1.8M 40k 44.05
Fireeye Ord 0.7 $1.5M 65k 23.06
Apollo Commercial Real Estate Finance CVT (ARI) 0.7 $1.4M 75k 19.07
First American Financial Corp Ord (FAF) 0.7 $1.3M 26k 51.62
Vontier Corp Ord (VNT) 0.7 $1.3M 40k 33.40
Fastly Cl A Ord (FSLY) 0.7 $1.3M 15k 87.40
Annaly Capital Management Ord 0.7 $1.3M 155k 8.45
Viatris Ord (VTRS) 0.6 $1.2M 64k 18.74
Fs Kkr Capital Corp Ord (FSK) 0.6 $1.2M 71k 16.55
Zogenix Ord 0.6 $1.2M 58k 19.98
Nelnet Cl A Ord (NNI) 0.6 $1.1M 16k 71.23
Verint Systems Ord (VRNT) 0.5 $1.1M 16k 67.19
Draftkings Cl A Ord 0.5 $978k 21k 46.57
Karyopharm Therapeutics Ord (KPTI) 0.5 $953k 62k 15.47
Synnex Corp Ord (SNX) 0.4 $896k 11k 81.45
Flexion Therapeutics CVT 0.4 $885k 37k 23.70
Apartment Investment And Management Ord (AIV) 0.4 $793k 150k 5.28
Athenex Ord 0.4 $780k 71k 11.06
Pq Group Holdings Ord 0.3 $695k 49k 14.26
Hexion Holdings Corp Cl B Ord 0.3 $686k 56k 12.25
Equitable Holdings Ord (EQH) 0.3 $650k 25k 25.59
KBR Ord (KBR) 0.3 $569k 18k 30.94
Envista Holdings Corp Ord (NVST) 0.2 $472k 14k 33.71
Laureate Education Cl A Ord (LAUR) 0.1 $280k 19k 14.58
Sm Energy Ord (SM) 0.1 $245k 40k 6.12
Apache Corp Ord 0.1 $213k 15k 14.20
Callon Petroleum Ord (CPE) 0.1 $197k 15k 13.13
W&t Offshore Ord (WTI) 0.0 $55k 25k 2.17