Jeneq Management as of Sept. 30, 2019
Portfolio Holdings for Jeneq Management
Jeneq Management holds 23 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 11.1 | $13M | 66k | 203.83 | |
| Instructure | 10.6 | $13M | 330k | 38.74 | |
| Digimarc Corporation (DMRC) | 6.3 | $7.6M | 195k | 39.09 | |
| Invesco Qqq Trust Series 1 (QQQ) | 6.3 | $7.6M | 40k | 188.80 | |
| Medallia | 6.1 | $7.4M | 269k | 27.43 | |
| Twilio Inc cl a (TWLO) | 5.4 | $6.5M | 60k | 109.97 | |
| Spotify Technology Sa (SPOT) | 5.2 | $6.3M | 56k | 113.99 | |
| Zogenix | 5.1 | $6.2M | 155k | 40.04 | |
| Yandex Nv-a (YNDX) | 4.8 | $5.8M | 166k | 35.01 | |
| Uxin Ltd ads | 4.2 | $5.1M | 2.1M | 2.45 | |
| Radware Ltd ord (RDWR) | 4.1 | $5.0M | 206k | 24.26 | |
| Pegasystems (PEGA) | 4.1 | $5.0M | 73k | 68.04 | |
| Advance Auto Parts (AAP) | 4.0 | $4.8M | 29k | 165.40 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 3.6 | $4.4M | 95k | 46.31 | |
| Hubspot (HUBS) | 3.0 | $3.6M | 24k | 151.61 | |
| Ferrari Nv Ord (RACE) | 3.0 | $3.6M | 23k | 154.07 | |
| Okta Inc cl a (OKTA) | 2.8 | $3.4M | 35k | 98.45 | |
| Ringcentral (RNG) | 2.8 | $3.4M | 27k | 125.68 | |
| New York Times Company (NYT) | 2.8 | $3.4M | 118k | 28.48 | |
| Coupa Software | 1.9 | $2.2M | 17k | 129.59 | |
| Yelp Inc cl a (YELP) | 1.6 | $2.0M | 57k | 34.74 | |
| Darden Restaurants (DRI) | 0.8 | $981k | 8.3k | 118.19 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.3 | $352k | 8.0k | 44.00 |
