SQN Investors as of June 30, 2020
Portfolio Holdings for SQN Investors
SQN Investors holds 18 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mongodb Cl A (MDB) | 10.4 | $135M | 595k | 226.34 | |
| Ringcentral Cl A (RNG) | 9.9 | $127M | 447k | 285.01 | |
| Okta Cl A (OKTA) | 7.2 | $93M | 465k | 200.23 | |
| Zendesk | 7.2 | $93M | 1.0M | 88.53 | |
| Five9 (FIVN) | 7.2 | $92M | 834k | 110.67 | |
| Servicenow (NOW) | 6.7 | $86M | 213k | 405.06 | |
| Twilio Cl A (TWLO) | 6.6 | $85M | 386k | 219.42 | |
| Zoom Video Communications In Cl A (ZM) | 6.1 | $79M | 313k | 253.54 | |
| Pegasystems (PEGA) | 5.9 | $77M | 756k | 101.17 | |
| Wix SHS (WIX) | 5.5 | $72M | 280k | 256.22 | |
| Nice Sponsored Adr (NICE) | 5.3 | $69M | 363k | 189.24 | |
| Avalara | 4.9 | $63M | 471k | 133.09 | |
| Lamar Advertising Cl A (LAMR) | 3.9 | $50M | 749k | 66.76 | |
| Ss&c Technologies Holding (SSNC) | 3.5 | $46M | 805k | 56.48 | |
| Paycom Software (PAYC) | 3.5 | $45M | 146k | 309.73 | |
| Pinterest Cl A (PINS) | 3.4 | $44M | 2.0M | 22.17 | |
| Planet Fitness Cl A (PLNT) | 2.2 | $29M | 479k | 60.57 | |
| PROS Holdings (PRO) | 0.6 | $7.9M | 177k | 44.43 |
