Junson Asset Management as of June 30, 2022
Portfolio Holdings for Junson Asset Management
Junson Asset Management holds 47 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 |
|---|---|---|---|---|---|
| Microsoft Corp Ord (MSFT) | 9.9 | $31M | 120k | 256.83 | |
| Servicenow Ord (NOW) | 8.1 | $25M | 53k | 475.53 | |
| Crowdstrike Holdings Cl A Ord (CRWD) | 7.9 | $25M | 146k | 168.56 | |
| Tenable Holdings Ord (TENB) | 5.5 | $17M | 377k | 45.41 | |
| Mongodb Cl A Ord (MDB) | 5.5 | $17M | 66k | 259.50 | |
| Smartsheet Cl A Ord (SMAR) | 5.1 | $16M | 508k | 31.43 | |
| Okta Cl A Ord (OKTA) | 4.8 | $15M | 164k | 90.40 | |
| Albemarle Corp Ord (ALB) | 3.0 | $9.4M | 45k | 208.98 | |
| Datadog Cl A Ord (DDOG) | 3.0 | $9.4M | 99k | 95.24 | |
| Mastercard Cl A Ord (MA) | 2.5 | $7.7M | 24k | 315.49 | |
| Bill.com Holdings Ord (BILL) | 2.4 | $7.5M | 68k | 109.94 | |
| Intuit Ord (INTU) | 2.3 | $7.2M | 19k | 385.45 | |
| Workday Cl A Ord (WDAY) | 2.3 | $7.1M | 51k | 139.59 | |
| Netflix Ord (NFLX) | 2.2 | $7.0M | 40k | 174.87 | |
| Paycom Software Ord (PAYC) | 2.2 | $6.8M | 24k | 280.12 | |
| Visa Cl A Ord (V) | 2.1 | $6.6M | 34k | 196.90 | |
| Sba Communications Corp Ord (SBAC) | 2.1 | $6.6M | 21k | 320.05 | |
| Amazon.com Ord (AMZN) | 2.1 | $6.5M | 61k | 106.21 | |
| Trade Desk Cl A Ord (TTD) | 1.7 | $5.2M | 125k | 41.89 | |
| Vail Resorts Ord (MTN) | 1.6 | $5.0M | 23k | 218.04 | |
| Roku Cl A Ord (ROKU) | 1.6 | $5.0M | 61k | 82.13 | |
| Monster Beverage Corp Ord (MNST) | 1.6 | $4.9M | 53k | 92.70 | |
| Advanced Micro Devices Ord (AMD) | 1.6 | $4.9M | 64k | 76.46 | |
| Nvidia Corp Ord (NVDA) | 1.5 | $4.6M | 30k | 151.58 | |
| Uber Technologies Ord (UBER) | 1.4 | $4.5M | 219k | 20.46 | |
| Dynatrace Ord (DT) | 1.4 | $4.4M | 111k | 39.44 | |
| Block Cl A Ord (SQ) | 1.3 | $4.1M | 66k | 61.46 | |
| Hilton Worldwide Holdings Ord (HLT) | 1.1 | $3.5M | 32k | 111.46 | |
| Starbucks Corp Ord (SBUX) | 1.0 | $3.2M | 42k | 76.38 | |
| Snowflake Cl A Ord (SNOW) | 1.0 | $3.1M | 22k | 139.07 | |
| Walmart Ord (WMT) | 1.0 | $3.0M | 25k | 121.60 | |
| Paypal Holdings Ord (PYPL) | 0.9 | $2.8M | 40k | 69.83 | |
| Confluent Cl A Ord (CFLT) | 0.9 | $2.8M | 120k | 23.24 | |
| Applied Materials Ord (AMAT) | 0.8 | $2.6M | 29k | 90.97 | |
| Nike Cl B Ord (NKE) | 0.8 | $2.6M | 26k | 102.20 | |
| T-mobile Us Ord (TMUS) | 0.8 | $2.4M | 18k | 134.56 | |
| Expedia Group Ord (EXPE) | 0.8 | $2.4M | 25k | 94.84 | |
| Marriott International Cl A Ord (MAR) | 0.7 | $2.3M | 17k | 135.99 | |
| Five Below Ord (FIVE) | 0.6 | $1.9M | 17k | 113.43 | |
| Albertsons Companies Cl A Ord (ACI) | 0.5 | $1.7M | 62k | 26.72 | |
| Lyft Cl A Ord (LYFT) | 0.5 | $1.6M | 123k | 13.28 | |
| Oracle Corp Ord (ORCL) | 0.5 | $1.6M | 22k | 69.87 | |
| Six Flags Entertainment Corp Ord (SIX) | 0.5 | $1.5M | 70k | 21.70 | |
| Doordash Cl A Ord (DASH) | 0.4 | $1.3M | 20k | 64.18 | |
| Match Group Ord (MTCH) | 0.3 | $836k | 12k | 69.67 | |
| Coupa Software Ord | 0.2 | $708k | 12k | 57.10 | |
| Peloton Interactive Ord (PTON) | 0.0 | $138k | 15k | 9.20 |
