Jeneq Management as of June 30, 2020
Portfolio Holdings for Jeneq Management
Jeneq Management holds 15 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Smartsheet Com Cl A (SMAR) | 12.8 | $26M | 514k | 50.92 | |
| Global Payments (GPN) | 10.5 | $21M | 126k | 169.62 | |
| Twilio Cl A (TWLO) | 9.9 | $20M | 93k | 219.42 | |
| Five9 (FIVN) | 9.3 | $19M | 171k | 110.67 | |
| Mastercard Incorporated Cl A (MA) | 7.9 | $16M | 54k | 295.71 | |
| Facebook Cl A (META) | 7.6 | $16M | 69k | 227.07 | |
| Ringcentral Cl A (RNG) | 6.3 | $13M | 45k | 285.00 | |
| Electronic Arts (EA) | 6.2 | $13M | 97k | 132.05 | |
| Netflix (NFLX) | 6.1 | $12M | 27k | 455.05 | |
| Amazon (AMZN) | 5.9 | $12M | 4.4k | 2758.86 | |
| Servicenow (NOW) | 5.8 | $12M | 29k | 405.05 | |
| Activision Blizzard | 5.7 | $12M | 152k | 75.90 | |
| Mercury Computer Systems (MRCY) | 3.3 | $6.8M | 86k | 78.66 | |
| 58 Spon Adr Rep A | 2.3 | $4.7M | 86k | 53.94 | |
| Chefs Whse (CHEF) | 0.5 | $941k | 69k | 13.58 |
