Jeneq Management as of Dec. 31, 2019
Portfolio Holdings for Jeneq Management
Jeneq Management holds 30 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 8.8 | $17M | 59k | 282.32 | |
| Dirtt Environmental Solutions (DRTTF) | 8.6 | $17M | 5.1M | 3.27 | |
| Alibaba Group Holding (BABA) | 8.5 | $16M | 77k | 212.10 | |
| Amazon (AMZN) | 7.5 | $14M | 7.8k | 1847.82 | |
| Microsoft Corporation (MSFT) | 5.6 | $11M | 68k | 157.70 | |
| Paypal Holdings (PYPL) | 5.4 | $10M | 95k | 108.18 | |
| Digimarc Corporation (DMRC) | 5.2 | $9.9M | 296k | 33.56 | |
| Twilio Inc cl a (TWLO) | 4.8 | $9.3M | 94k | 98.28 | |
| Palo Alto Networks (PANW) | 4.1 | $7.8M | 34k | 231.25 | |
| Ringcentral (RNG) | 3.4 | $6.5M | 39k | 168.66 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $5.3M | 16k | 329.81 | |
| Okta Inc cl a (OKTA) | 2.7 | $5.2M | 45k | 115.38 | |
| Medallia | 2.7 | $5.1M | 164k | 31.11 | |
| Las Vegas Sands (LVS) | 2.3 | $4.3M | 63k | 69.04 | |
| Spotify Technology Sa (SPOT) | 2.2 | $4.2M | 28k | 149.54 | |
| Netflix (NFLX) | 2.2 | $4.2M | 13k | 323.57 | |
| Fidelity National Information Services (FIS) | 2.2 | $4.2M | 30k | 139.10 | |
| Activision Blizzard | 2.0 | $3.8M | 65k | 59.43 | |
| Varonis Sys (VRNS) | 2.0 | $3.8M | 49k | 77.70 | |
| MasterCard Incorporated (MA) | 2.0 | $3.8M | 13k | 298.57 | |
| Booking Holdings (BKNG) | 1.9 | $3.7M | 1.8k | 2053.89 | |
| Radware Ltd ord (RDWR) | 1.9 | $3.7M | 143k | 25.78 | |
| Electronic Arts (EA) | 1.8 | $3.5M | 32k | 107.51 | |
| Pegasystems (PEGA) | 1.8 | $3.4M | 43k | 79.64 | |
| New York Times Company (NYT) | 1.6 | $3.0M | 93k | 32.17 | |
| salesforce (CRM) | 1.5 | $2.8M | 18k | 162.63 | |
| Autodesk (ADSK) | 1.3 | $2.5M | 14k | 183.46 | |
| Coupa Software | 1.1 | $2.2M | 15k | 146.23 | |
| Dropbox Inc-class A (DBX) | 1.1 | $2.1M | 120k | 17.91 | |
| Tesla Motors (TSLA) | 1.1 | $2.1M | 5.0k | 418.40 |
