Junson Asset Management as of June 30, 2021
Portfolio Holdings for Junson Asset Management
Junson Asset Management holds 30 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Airbnb Cl A Ord (ABNB) | 14.3 | $36M | 235k | 153.14 | |
| Twilio Cl A Ord (TWLO) | 8.7 | $22M | 55k | 394.17 | |
| Sailpoint Technologies Holdings Ord | 6.6 | $17M | 325k | 51.07 | |
| Five9 Ord (FIVN) | 6.4 | $16M | 88k | 183.39 | |
| Coupa Software Ord | 5.9 | $15M | 56k | 262.11 | |
| Datadog Cl A Ord (DDOG) | 5.7 | $14M | 138k | 104.08 | |
| Lyft Cl A Ord (LYFT) | 5.4 | $14M | 223k | 60.48 | |
| Twitter Ord | 5.1 | $13M | 187k | 68.81 | |
| Ringcentral Cl A Ord (RNG) | 3.7 | $9.2M | 32k | 290.59 | |
| Six Flags Entertainment Corp Ord (SIX) | 3.4 | $8.4M | 195k | 43.28 | |
| Anaplan Ord | 3.0 | $7.6M | 142k | 53.30 | |
| Vail Resorts Ord (MTN) | 2.9 | $7.3M | 23k | 316.52 | |
| Servicenow Ord (NOW) | 2.7 | $6.7M | 12k | 549.59 | |
| Hubspot Ord (HUBS) | 2.7 | $6.7M | 12k | 582.74 | |
| Zillow Group Cl A Ord (ZG) | 2.6 | $6.4M | 53k | 122.36 | |
| Expedia Group Ord (EXPE) | 2.5 | $6.2M | 38k | 163.71 | |
| Snowflake Cl A Ord (SNOW) | 2.4 | $6.1M | 25k | 241.81 | |
| Zoominfo Technologies Cl A Ord (ZI) | 2.4 | $5.9M | 114k | 52.17 | |
| Realreal Ord (REAL) | 2.0 | $5.1M | 260k | 19.76 | |
| Match Group Ord (MTCH) | 2.0 | $4.9M | 31k | 161.25 | |
| Zscaler Ord (ZS) | 1.7 | $4.3M | 20k | 216.05 | |
| Square Cl A Ord (SQ) | 1.6 | $3.9M | 16k | 243.81 | |
| Zendesk Ord | 1.4 | $3.6M | 25k | 144.36 | |
| Microsoft Corp Ord (MSFT) | 1.3 | $3.3M | 12k | 270.92 | |
| Ye Ord (YELP) | 1.3 | $3.2M | 80k | 39.96 | |
| Select Interior Concepts Cl A Ord | 1.1 | $2.7M | 288k | 9.40 | |
| Hexion Holdings Corp Cl B Ord | 0.4 | $1.0M | 56k | 17.99 | |
| Uber Technologies Ord (UBER) | 0.4 | $1.0M | 20k | 50.10 | |
| Avis Budget Group Ord (CAR) | 0.3 | $779k | 10k | 77.90 | |
| Party City Holdco Ord | 0.2 | $528k | 57k | 9.33 |
