SQN Investors as of Dec. 31, 2021
Portfolio Holdings for SQN Investors
SQN Investors holds 20 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mongodb Cl A (MDB) | 14.6 | $225M | 426k | 529.35 | |
| Hubspot (HUBS) | 9.6 | $148M | 224k | 659.15 | |
| Shopify Cl A (SHOP) | 8.6 | $133M | 96k | 1377.39 | |
| Bill Com Holdings Ord (BILL) | 7.4 | $113M | 455k | 249.15 | |
| Atlassian Corp Cl A | 7.1 | $109M | 285k | 381.29 | |
| Okta Cl A (OKTA) | 6.4 | $99M | 440k | 224.17 | |
| Twilio Cl A (TWLO) | 5.9 | $92M | 348k | 263.34 | |
| Square Cl A (XYZ) | 5.8 | $89M | 553k | 161.51 | |
| Pinterest Cl A (PINS) | 4.6 | $72M | 2.0M | 36.35 | |
| Zscaler Incorporated (ZS) | 4.6 | $72M | 223k | 321.33 | |
| Cloudflare Cl A Com (NET) | 4.5 | $69M | 525k | 131.50 | |
| Five9 (FIVN) | 4.1 | $63M | 456k | 137.32 | |
| Sentinelone Cl A (S) | 3.7 | $58M | 1.1M | 50.49 | |
| Uipath Cl A (PATH) | 3.3 | $51M | 1.2M | 43.13 | |
| Carvana Cl A (CVNA) | 3.2 | $49M | 213k | 231.79 | |
| Zillow Group Cl C Cap Stk (Z) | 2.5 | $39M | 606k | 63.85 | |
| Docebo (DCBO) | 2.0 | $31M | 463k | 67.36 | |
| Pinterest Cl A Call Option | 0.9 | $14M | 385k | 36.35 | |
| Snowflake Cl A (SNOW) | 0.8 | $12M | 36k | 338.76 | |
| Onespan (OSPN) | 0.4 | $5.6M | 332k | 16.93 |
