Junson Asset Management as of Sept. 30, 2021
Portfolio Holdings for Junson Asset Management
Junson Asset Management holds 29 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Airbnb Cl A Ord (ABNB) | 12.8 | $37M | 222k | 167.75 | |
| Twilio Cl A Ord (TWLO) | 10.0 | $29M | 91k | 319.05 | |
| Zendesk Ord | 8.2 | $24M | 205k | 116.39 | |
| Microsoft Corp Ord (MSFT) | 6.5 | $19M | 67k | 281.92 | |
| Servicenow Ord (NOW) | 6.4 | $19M | 30k | 622.27 | |
| Hubspot Ord (HUBS) | 5.5 | $16M | 24k | 676.10 | |
| Sailpoint Technologies Holdings Ord | 5.1 | $15M | 346k | 42.88 | |
| Coupa Software Ord | 4.4 | $13M | 58k | 219.18 | |
| Datadog Cl A Ord (DDOG) | 3.8 | $11M | 78k | 141.35 | |
| Peloton Interactive Ord (PTON) | 3.7 | $11M | 123k | 87.05 | |
| Ringcentral Cl A Ord (RNG) | 3.1 | $8.9M | 41k | 217.51 | |
| Crowdstrike Holdings Cl A Ord (CRWD) | 3.1 | $8.9M | 36k | 245.79 | |
| Six Flags Entertainment Corp Ord (SIX) | 2.9 | $8.3M | 195k | 42.50 | |
| Tenable Holdings Ord (TENB) | 2.7 | $7.9M | 172k | 46.14 | |
| Vail Resorts Ord (MTN) | 2.6 | $7.7M | 23k | 334.04 | |
| Adobe Ord (ADBE) | 2.4 | $7.0M | 12k | 575.74 | |
| Expedia Group Ord (EXPE) | 2.1 | $6.2M | 38k | 163.89 | |
| Anaplan Ord | 1.9 | $5.5M | 90k | 60.88 | |
| Okta Cl A Ord (OKTA) | 1.9 | $5.4M | 23k | 237.34 | |
| Twitter Ord | 1.7 | $4.8M | 80k | 60.39 | |
| Match Group Ord (MTCH) | 1.6 | $4.8M | 31k | 156.98 | |
| Zillow Group Cl A Ord (ZG) | 1.6 | $4.6M | 53k | 88.34 | |
| Lyft Cl A Ord (LYFT) | 1.5 | $4.4M | 82k | 53.59 | |
| Square Cl A Ord (SQ) | 1.3 | $3.8M | 16k | 239.81 | |
| Zscaler Ord (ZS) | 1.1 | $3.3M | 13k | 262.24 | |
| Realreal Ord (REAL) | 0.8 | $2.4M | 185k | 13.18 | |
| Ziprecruiter Cl A Ord (ZIP) | 0.6 | $1.8M | 66k | 27.61 | |
| Uber Technologies Ord (UBER) | 0.3 | $896k | 20k | 44.80 | |
| Opendoor Technologies Ord (OPEN) | 0.2 | $459k | 22k | 20.54 |
