Junson Asset Management as of Sept. 30, 2022
Portfolio Holdings for Junson Asset Management
Junson Asset Management holds 33 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Cl A Ord (WDAY) | 9.1 | $13M | 88k | 152.22 | |
| Amazon.com Ord (AMZN) | 6.8 | $10M | 89k | 113.00 | |
| Crowdstrike Holdings Cl A Ord (CRWD) | 6.7 | $9.9M | 60k | 164.82 | |
| Tenable Holdings Ord (TENB) | 6.5 | $9.6M | 277k | 34.80 | |
| Alphabet Cl A Ord (GOOGL) | 5.9 | $8.7M | 91k | 95.65 | |
| Microsoft Corp Ord (MSFT) | 5.3 | $7.7M | 33k | 232.90 | |
| Smartsheet Cl A Ord (SMAR) | 4.4 | $6.4M | 187k | 34.36 | |
| Snowflake Cl A Ord (SNOW) | 4.4 | $6.4M | 38k | 169.95 | |
| Meta Platforms Cl A Ord (META) | 4.2 | $6.2M | 46k | 135.68 | |
| Sba Communications Corp Ord (SBAC) | 4.0 | $5.8M | 21k | 284.63 | |
| Bill.com Holdings Ord (BILL) | 3.6 | $5.3M | 40k | 132.36 | |
| Albemarle Corp Ord (ALB) | 3.6 | $5.3M | 20k | 264.45 | |
| Mongodb Cl A Ord (MDB) | 3.3 | $4.8M | 24k | 198.57 | |
| Monster Beverage Corp Ord (MNST) | 3.1 | $4.6M | 53k | 86.96 | |
| Okta Cl A Ord (OKTA) | 2.6 | $3.9M | 68k | 56.87 | |
| Datadog Cl A Ord (DDOG) | 2.6 | $3.8M | 43k | 88.77 | |
| Mastercard Cl A Ord (MA) | 2.3 | $3.4M | 12k | 284.33 | |
| Airbnb Cl A Ord (ABNB) | 2.3 | $3.4M | 32k | 105.05 | |
| Twilio Cl A Ord (TWLO) | 2.1 | $3.1M | 45k | 69.15 | |
| Visa Cl A Ord (V) | 2.1 | $3.1M | 18k | 177.64 | |
| Netflix Ord (NFLX) | 2.1 | $3.0M | 13k | 235.43 | |
| Paypal Holdings Ord (PYPL) | 1.8 | $2.7M | 31k | 86.06 | |
| Procter & Gamble Ord (PG) | 1.5 | $2.3M | 18k | 126.26 | |
| Church & Dwight Ord (CHD) | 1.4 | $2.0M | 28k | 71.46 | |
| Confluent Cl A Ord (CFLT) | 1.4 | $2.0M | 85k | 23.76 | |
| Advanced Micro Devices Ord (AMD) | 1.3 | $1.9M | 30k | 63.36 | |
| Albertsons Companies Cl A Ord (ACI) | 1.3 | $1.9M | 77k | 24.87 | |
| Starbucks Corp Ord (SBUX) | 1.1 | $1.7M | 20k | 84.25 | |
| Wolfspeed Ord (WOLF) | 1.1 | $1.6M | 15k | 103.33 | |
| Pinterest Cl A Ord (PINS) | 1.0 | $1.5M | 65k | 23.31 | |
| Doordash Cl A Ord (DASH) | 0.5 | $757k | 15k | 49.48 | |
| Big 5 Sporting Goods Corp Ord (BGFV) | 0.5 | $716k | 67k | 10.74 | |
| Peloton Interactive Ord (PTON) | 0.1 | $104k | 15k | 6.93 |
