Jabodon Pt as of March 31, 2021
Portfolio Holdings for Jabodon Pt
Jabodon Pt holds 21 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lightspeed Pos Sub Vtg Shs | 12.1 | $20M | 321k | 62.81 | |
| Citigroup Com New (C) | 11.1 | $18M | 253k | 72.75 | |
| Microsoft Corporation (MSFT) | 10.6 | $18M | 75k | 235.76 | |
| Centene Corporation (CNC) | 9.7 | $16M | 252k | 63.91 | |
| Amazon (AMZN) | 9.4 | $16M | 5.0k | 3094.00 | |
| Viatris (VTRS) | 7.9 | $13M | 947k | 13.97 | |
| World Wrestling Entmt Cl A | 4.3 | $7.1M | 131k | 54.26 | |
| Post Holdings Inc Common (POST) | 4.2 | $7.0M | 66k | 105.73 | |
| Toll Brothers (TOL) | 4.0 | $6.6M | 116k | 56.73 | |
| Cannae Holdings (CNNE) | 3.9 | $6.5M | 164k | 39.62 | |
| Ashland (ASH) | 3.9 | $6.4M | 72k | 88.77 | |
| Ryman Hospitality Pptys (RHP) | 3.7 | $6.2M | 80k | 77.51 | |
| Guidewire Software (GWRE) | 3.2 | $5.3M | 53k | 101.63 | |
| Metropcs Communications (TMUS) | 2.7 | $4.5M | 36k | 125.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $4.3M | 2.1k | 2068.53 | |
| Visa Com Cl A (V) | 1.8 | $3.0M | 14k | 211.71 | |
| Boston Scientific Corporation (BSX) | 1.7 | $2.9M | 75k | 38.64 | |
| Facebook Cl A (META) | 0.9 | $1.5M | 5.1k | 294.52 | |
| PG&E Corporation (PCG) | 0.8 | $1.4M | 117k | 11.71 | |
| Micron Technology (MU) | 0.8 | $1.4M | 15k | 88.20 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $1.2M | 5.2k | 226.66 |
