SQN Investors as of June 30, 2022
Portfolio Holdings for SQN Investors
SQN Investors holds 19 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mongodb Cl A (MDB) | 12.5 | $62M | 239k | 259.50 | |
| Five9 (FIVN) | 10.4 | $52M | 565k | 91.14 | |
| Crowdstrike Hldgs Cl A (CRWD) | 8.9 | $44M | 263k | 168.56 | |
| Hubspot (HUBS) | 8.5 | $42M | 141k | 300.65 | |
| Atlassian Corp Cl A | 7.6 | $38M | 202k | 187.40 | |
| Gitlab Class A Com (GTLB) | 7.5 | $37M | 699k | 53.14 | |
| Bill Com Holdings Ord (BILL) | 6.4 | $32M | 289k | 109.94 | |
| Sentinelone Class A Com (S) | 5.3 | $26M | 1.1M | 23.33 | |
| Cyberark Software SHS (CYBR) | 4.8 | $24M | 186k | 127.96 | |
| Docebo (DCBO) | 4.6 | $23M | 801k | 28.67 | |
| Datadog Cl A Com (DDOG) | 4.5 | $22M | 233k | 95.24 | |
| Ping Identity Hldg Corp | 3.6 | $18M | 985k | 18.14 | |
| Block Cl A (SQ) | 3.3 | $16M | 263k | 61.46 | |
| Everbridge, Inc. Cmn (EVBG) | 3.0 | $15M | 537k | 27.89 | |
| Twilio Cl A (TWLO) | 2.8 | $14M | 168k | 83.81 | |
| Cloudflare Cl A Com (NET) | 2.7 | $14M | 309k | 43.75 | |
| Okta Cl A (OKTA) | 1.9 | $9.2M | 102k | 90.40 | |
| Black Knight | 1.5 | $7.6M | 117k | 65.39 | |
| Blackbaud (BLKB) | 0.1 | $559k | 9.6k | 58.03 |
