Jeneq Management as of March 31, 2020
Portfolio Holdings for Jeneq Management
Jeneq Management holds 33 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Trust Series 1 (QQQ) | 35.8 | $76M | 400k | 190.40 | |
| Facebook Inc cl a (META) | 7.3 | $15M | 93k | 166.80 | |
| Alphabet Inc Class C cs (GOOG) | 7.1 | $15M | 13k | 1162.79 | |
| Twilio Inc cl a (TWLO) | 5.6 | $12M | 133k | 89.49 | |
| Five9 (FIVN) | 4.7 | $10M | 132k | 76.46 | |
| Amazon (AMZN) | 3.9 | $8.4M | 4.3k | 1949.77 | |
| Microsoft Corporation (MSFT) | 3.8 | $8.0M | 51k | 157.72 | |
| Mimecast | 2.5 | $5.3M | 150k | 35.30 | |
| Amphenol Corporation (APH) | 2.3 | $4.8M | 67k | 72.89 | |
| Servicenow (NOW) | 2.0 | $4.4M | 15k | 286.58 | |
| Sailpoint Technlgies Hldgs I | 2.0 | $4.3M | 285k | 15.22 | |
| 58 Com Inc spon adr rep a | 2.0 | $4.2M | 86k | 48.73 | |
| Netflix (NFLX) | 1.9 | $4.1M | 11k | 375.55 | |
| Ringcentral (RNG) | 1.9 | $4.1M | 19k | 211.89 | |
| Talend S A ads | 1.6 | $3.4M | 151k | 22.43 | |
| Workiva Inc equity us cm (WK) | 1.6 | $3.4M | 104k | 32.33 | |
| Okta Inc cl a (OKTA) | 1.3 | $2.9M | 23k | 122.26 | |
| Activision Blizzard | 1.3 | $2.7M | 45k | 59.48 | |
| Hubspot (HUBS) | 1.2 | $2.6M | 20k | 133.20 | |
| Zendesk | 1.2 | $2.5M | 39k | 64.01 | |
| Paypal Holdings (PYPL) | 1.2 | $2.5M | 26k | 95.75 | |
| Electronic Arts (EA) | 1.1 | $2.3M | 23k | 100.18 | |
| New York Times Company (NYT) | 1.0 | $2.0M | 67k | 30.70 | |
| Alibaba Group Holding (BABA) | 0.9 | $1.9M | 10k | 194.50 | |
| Dropbox Inc-class A (DBX) | 0.8 | $1.7M | 96k | 18.10 | |
| Planet Fitness Inc-cl A (PLNT) | 0.8 | $1.7M | 35k | 48.69 | |
| Insperity (NSP) | 0.8 | $1.7M | 45k | 37.31 | |
| Coupa Software | 0.7 | $1.5M | 11k | 139.72 | |
| Uber Technologies (UBER) | 0.6 | $1.2M | 42k | 27.91 | |
| Varonis Sys (VRNS) | 0.5 | $1.0M | 16k | 63.64 | |
| Burlington Stores (BURL) | 0.4 | $745k | 4.7k | 158.51 | |
| Chefs Whse (CHEF) | 0.3 | $698k | 69k | 10.07 | |
| Dirtt Environmental Solutions (DRTTF) | 0.0 | $50k | 50k | 1.01 |