Junson Asset Management as of March 31, 2022
Portfolio Holdings for Junson Asset Management
Junson Asset Management holds 39 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corp Ord (MSFT) | 10.1 | $37M | 119k | 308.31 | |
| Servicenow Ord (NOW) | 8.7 | $31M | 56k | 556.90 | |
| Smartsheet Cl A Ord (SMAR) | 8.0 | $29M | 527k | 54.78 | |
| Datadog Cl A Ord (DDOG) | 5.5 | $20M | 131k | 151.47 | |
| Zendesk Ord | 5.4 | $20M | 162k | 120.29 | |
| Tenable Holdings Ord (TENB) | 5.3 | $19M | 332k | 57.79 | |
| Mongodb Cl A Ord (MDB) | 3.8 | $14M | 31k | 443.60 | |
| Bill.com Holdings Ord (BILL) | 3.5 | $13M | 55k | 226.79 | |
| Sailpoint Technologies Holdings Ord | 3.3 | $12M | 233k | 51.18 | |
| Nvidia Corp Ord (NVDA) | 2.8 | $10M | 37k | 272.87 | |
| T-mobile Us Ord (TMUS) | 2.8 | $10M | 78k | 128.35 | |
| Albemarle Corp Ord (ALB) | 2.8 | $10M | 45k | 221.16 | |
| Advanced Micro Devices Ord (AMD) | 2.6 | $9.5M | 87k | 109.35 | |
| Charter Communications Cl A Ord (CHTR) | 2.6 | $9.2M | 17k | 545.50 | |
| Mastercard Cl A Ord (MA) | 2.4 | $8.7M | 24k | 357.39 | |
| Palo Alto Networks Ord (PANW) | 2.3 | $8.2M | 13k | 622.50 | |
| Visa Cl A Ord (V) | 2.1 | $7.4M | 34k | 221.76 | |
| Okta Cl A Ord (OKTA) | 2.0 | $7.4M | 49k | 150.96 | |
| Confluent Cl A Ord (CFLT) | 1.9 | $7.0M | 170k | 41.00 | |
| Snowflake Cl A Ord (SNOW) | 1.9 | $6.8M | 30k | 229.13 | |
| Vail Resorts Ord (MTN) | 1.7 | $6.0M | 23k | 260.26 | |
| Sba Communications Corp Ord (SBAC) | 1.6 | $5.7M | 17k | 344.07 | |
| Crowdstrike Holdings Cl A Ord (CRWD) | 1.5 | $5.3M | 23k | 227.09 | |
| Dynatrace Ord (DT) | 1.4 | $5.2M | 111k | 47.10 | |
| Paypal Holdings Ord (PYPL) | 1.4 | $5.1M | 44k | 115.64 | |
| Expedia Group Ord (EXPE) | 1.4 | $4.9M | 25k | 195.67 | |
| Hilton Worldwide Holdings Ord (HLT) | 1.3 | $4.8M | 32k | 151.75 | |
| Lyft Cl A Ord (LYFT) | 1.3 | $4.7M | 123k | 38.40 | |
| Monster Beverage Corp Ord (MNST) | 1.2 | $4.2M | 53k | 79.90 | |
| Starbucks Corp Ord (SBUX) | 1.1 | $3.8M | 42k | 90.96 | |
| Applied Materials Ord (AMAT) | 1.1 | $3.8M | 29k | 131.79 | |
| Nike Cl B Ord (NKE) | 1.0 | $3.4M | 26k | 134.55 | |
| Match Group Ord (MTCH) | 0.9 | $3.3M | 31k | 108.75 | |
| Six Flags Entertainment Corp Ord (SIX) | 0.8 | $3.0M | 70k | 43.50 | |
| Marriott International Cl A Ord (MAR) | 0.8 | $3.0M | 17k | 175.74 | |
| Five Below Ord (FIVE) | 0.7 | $2.7M | 17k | 158.35 | |
| Doordash Cl A Ord (DASH) | 0.7 | $2.4M | 20k | 117.21 | |
| Coupa Software Ord | 0.3 | $1.3M | 12k | 101.61 | |
| Peloton Interactive Ord (PTON) | 0.1 | $396k | 15k | 26.40 |
