One01 Capital as of Dec. 31, 2020
Portfolio Holdings for One01 Capital
One01 Capital holds 17 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Varonis Sys (VRNS) | 10.3 | $24M | 148k | 163.61 | |
| Altice Usa Cl A (ATUS) | 9.6 | $23M | 599k | 37.87 | |
| Micron Technology (MU) | 9.1 | $22M | 287k | 75.18 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 8.6 | $20M | 318k | 63.81 | |
| Walt Disney Company (DIS) | 8.4 | $20M | 109k | 181.18 | |
| Acm Research Com Cl A (ACMR) | 7.1 | $17M | 207k | 81.25 | |
| Huazhu Group Sponsored Ads (HTHT) | 5.9 | $14M | 310k | 45.03 | |
| stock | 5.4 | $13M | 75k | 169.89 | |
| Square Cl A (XYZ) | 5.2 | $12M | 56k | 217.63 | |
| Twilio Cl A (TWLO) | 5.0 | $12M | 35k | 338.49 | |
| Nike CL B (NKE) | 4.9 | $12M | 82k | 141.47 | |
| Zoominfo Technologies Com Cl A (GTM) | 4.8 | $11M | 234k | 48.23 | |
| Sea Sponsord Ads (SE) | 4.7 | $11M | 55k | 199.04 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.6 | $11M | 100k | 109.04 | |
| Ringcentral Cl A (RNG) | 3.8 | $8.9M | 24k | 378.98 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 1.5 | $3.4M | 75k | 45.75 | |
| Yatsen Hldg Ads | 1.1 | $2.6M | 150k | 17.00 |
