Junson Asset Management as of Dec. 31, 2021
Portfolio Holdings for Junson Asset Management
Junson Asset Management holds 41 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corp Ord (MSFT) | 9.5 | $39M | 114k | 336.32 | |
| Smartsheet Cl A Ord (SMAR) | 8.7 | $35M | 455k | 77.45 | |
| Zendesk Ord | 6.9 | $28M | 267k | 104.29 | |
| Meta Platforms Cl A Ord (META) | 6.4 | $26M | 77k | 336.35 | |
| Twilio Cl A Ord (TWLO) | 4.9 | $20M | 75k | 263.34 | |
| Sailpoint Technologies Holdings Ord | 4.7 | $19M | 392k | 48.34 | |
| Servicenow Ord (NOW) | 4.6 | $19M | 29k | 649.13 | |
| Tenable Holdings Ord (TENB) | 3.8 | $15M | 278k | 55.07 | |
| Netflix Ord (NFLX) | 3.7 | $15M | 25k | 602.42 | |
| Hubspot Ord (HUBS) | 3.6 | $15M | 22k | 659.15 | |
| Datadog Cl A Ord (DDOG) | 3.6 | $15M | 82k | 178.11 | |
| Okta Cl A Ord (OKTA) | 2.6 | $10M | 47k | 224.17 | |
| Airbnb Cl A Ord (ABNB) | 2.5 | $10M | 61k | 166.50 | |
| Snowflake Cl A Ord (SNOW) | 2.4 | $9.9M | 29k | 338.76 | |
| Mastercard Cl A Ord (MA) | 1.9 | $7.6M | 21k | 359.32 | |
| Vail Resorts Ord (MTN) | 1.9 | $7.5M | 23k | 327.91 | |
| Paypal Holdings Ord (PYPL) | 1.8 | $7.4M | 39k | 188.57 | |
| Anaplan Ord | 1.7 | $6.9M | 151k | 45.85 | |
| Target Corp Ord (TGT) | 1.7 | $6.8M | 30k | 231.44 | |
| Visa Cl A Ord (V) | 1.7 | $6.7M | 31k | 216.70 | |
| Deckers Outdoor Corp Ord (DECK) | 1.7 | $6.7M | 18k | 366.33 | |
| Sba Communications Corp Ord (SBAC) | 1.6 | $6.5M | 17k | 389.04 | |
| Bill.com Holdings Ord (BILL) | 1.3 | $5.3M | 21k | 249.16 | |
| Lyft Cl A Ord (LYFT) | 1.3 | $5.2M | 123k | 42.73 | |
| Monster Beverage Corp Ord (MNST) | 1.3 | $5.1M | 53k | 96.04 | |
| Burlington Stores Ord (BURL) | 1.2 | $5.0M | 17k | 291.49 | |
| Nvidia Corp Ord (NVDA) | 1.2 | $5.0M | 17k | 294.12 | |
| Starbucks Corp Ord (SBUX) | 1.2 | $4.9M | 42k | 116.98 | |
| Five Below Ord (FIVE) | 1.2 | $4.8M | 23k | 206.91 | |
| Chewy Cl A Ord (CHWY) | 1.1 | $4.4M | 74k | 58.97 | |
| Nike Cl B Ord (NKE) | 1.1 | $4.3M | 26k | 166.66 | |
| Expedia Group Ord (EXPE) | 1.0 | $4.1M | 23k | 180.70 | |
| Match Group Ord (MTCH) | 1.0 | $4.0M | 31k | 132.26 | |
| Uber Technologies Ord (UBER) | 0.9 | $3.5M | 84k | 41.93 | |
| Confluent Cl A Ord (CFLT) | 0.8 | $3.1M | 41k | 76.24 | |
| Six Flags Entertainment Corp Ord (SIX) | 0.7 | $3.0M | 70k | 42.59 | |
| Tjx Companies Ord (TJX) | 0.7 | $2.6M | 35k | 75.92 | |
| Doordash Cl A Ord (DASH) | 0.6 | $2.6M | 17k | 148.91 | |
| Snap Cl A Ord (SNAP) | 0.6 | $2.6M | 55k | 47.03 | |
| Peloton Interactive Ord (PTON) | 0.6 | $2.3M | 65k | 35.76 | |
| Coupa Software Ord | 0.5 | $2.0M | 12k | 158.06 |
