Junson Asset Management

Junson Asset Management as of June 30, 2021

Portfolio Holdings for Junson Asset Management

Junson Asset Management holds 30 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Airbnb Cl A Ord (ABNB) 14.3 $36M 235k 153.14
Twilio Cl A Ord (TWLO) 8.7 $22M 55k 394.17
Sailpoint Technologies Holdings Ord 6.6 $17M 325k 51.07
Five9 Ord (FIVN) 6.4 $16M 88k 183.39
Coupa Software Ord 5.9 $15M 56k 262.11
Datadog Cl A Ord (DDOG) 5.7 $14M 138k 104.08
Lyft Cl A Ord (LYFT) 5.4 $14M 223k 60.48
Twitter Ord 5.1 $13M 187k 68.81
Ringcentral Cl A Ord (RNG) 3.7 $9.2M 32k 290.59
Six Flags Entertainment Corp Ord (SIX) 3.4 $8.4M 195k 43.28
Anaplan Ord 3.0 $7.6M 142k 53.30
Vail Resorts Ord (MTN) 2.9 $7.3M 23k 316.52
Servicenow Ord (NOW) 2.7 $6.7M 12k 549.59
Hubspot Ord (HUBS) 2.7 $6.7M 12k 582.74
Zillow Group Cl A Ord (ZG) 2.6 $6.4M 53k 122.36
Expedia Group Ord (EXPE) 2.5 $6.2M 38k 163.71
Snowflake Cl A Ord (SNOW) 2.4 $6.1M 25k 241.81
Zoominfo Technologies Cl A Ord (ZI) 2.4 $5.9M 114k 52.17
Realreal Ord (REAL) 2.0 $5.1M 260k 19.76
Match Group Ord (MTCH) 2.0 $4.9M 31k 161.25
Zscaler Ord (ZS) 1.7 $4.3M 20k 216.05
Square Cl A Ord (SQ) 1.6 $3.9M 16k 243.81
Zendesk Ord 1.4 $3.6M 25k 144.36
Microsoft Corp Ord (MSFT) 1.3 $3.3M 12k 270.92
Ye Ord (YELP) 1.3 $3.2M 80k 39.96
Select Interior Concepts Cl A Ord 1.1 $2.7M 288k 9.40
Hexion Holdings Corp Cl B Ord 0.4 $1.0M 56k 17.99
Uber Technologies Ord (UBER) 0.4 $1.0M 20k 50.10
Avis Budget Group Ord (CAR) 0.3 $779k 10k 77.90
Party City Holdco Ord 0.2 $528k 57k 9.33