SQN Investors as of Dec. 31, 2020
Portfolio Holdings for SQN Investors
SQN Investors holds 22 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 |
|---|---|---|---|---|---|
| Mongodb Cl A (MDB) | 10.6 | $197M | 550k | 359.04 | |
| Five9 (FIVN) | 8.2 | $154M | 882k | 174.40 | |
| Ringcentral Cl A (RNG) | 8.2 | $153M | 403k | 378.97 | |
| Twilio Cl A (TWLO) | 8.0 | $149M | 441k | 338.50 | |
| Servicenow (NOW) | 7.8 | $145M | 263k | 550.43 | |
| Pinterest Cl A (PINS) | 6.8 | $127M | 1.9M | 65.90 | |
| Okta Cl A (OKTA) | 6.3 | $118M | 463k | 254.26 | |
| Square Cl A (XYZ) | 5.6 | $105M | 484k | 217.64 | |
| Nice Sponsored Adr (NICE) | 4.9 | $91M | 320k | 283.54 | |
| Paycom Software (PAYC) | 4.5 | $83M | 184k | 452.25 | |
| Avalara | 4.1 | $77M | 469k | 164.89 | |
| Shopify Cl A (SHOP) | 4.0 | $75M | 66k | 1131.95 | |
| Pegasystems (PEGA) | 4.0 | $74M | 555k | 133.26 | |
| Wix SHS (WIX) | 3.9 | $73M | 293k | 249.96 | |
| Zoom Video Communications Cl A (ZM) | 3.0 | $56M | 165k | 337.32 | |
| Ceridian Hcm Hldg (DAY) | 2.7 | $50M | 464k | 106.56 | |
| Peloton Interactive Inc-a Cl A Com (PTON) | 2.5 | $47M | 312k | 151.72 | |
| R1 Rcm | 1.6 | $30M | 1.2M | 24.02 | |
| Cornerstone Ondemand | 1.1 | $21M | 466k | 44.04 | |
| Planet Fitness Cl A (PLNT) | 0.9 | $18M | 228k | 77.63 | |
| Tenable Hldgs (TENB) | 0.8 | $15M | 284k | 52.26 | |
| Onespan (OSPN) | 0.5 | $9.7M | 470k | 20.68 |
