JM

Jeneq Management Portfolio holdings

AUM $22.3M
1-Year Est. Return 47.87%
This Quarter Est. Return
1 Year Est. Return
-47.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.3M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$476K
3
+$347K

Top Sells

1
+$107K
2
+$91K
3
+$89K
4
YEXT icon
Yext
YEXT
+$85K
5
RSKD icon
Riskified
RSKD
+$77K

Sector Composition

1 Technology 69.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WCLD icon
1
WisdomTree Cloud Computing Fund
WCLD
$324M
$6.76M 30.24%
+269,400
FIVN icon
2
FIVE9
FIVN
$1.77B
$3.02M 13.53%
44,551
+5,120
NOW icon
3
ServiceNow
NOW
$194B
$2.99M 13.39%
7,704
-73
HUBS icon
4
HubSpot
HUBS
$24.7B
$2.48M 11.09%
8,571
-83
MNDY icon
5
monday.com
MNDY
$9.83B
$2.4M 10.75%
19,690
-279
SMAR
6
DELISTED
Smartsheet Inc.
SMAR
$2.33M 10.42%
59,153
-1,199
TEAM icon
7
Atlassian
TEAM
$44.2B
$1.89M 8.46%
14,684
-128
SHOP icon
8
Shopify
SHOP
$211B
$476K 2.13%
+13,700
API
9
Agora
API
$324M
– –
-15,705
BLND icon
10
Blend Labs
BLND
$874M
– –
-15,331
CXM icon
11
Sprinklr
CXM
$1.91B
– –
-11,645
RSKD icon
12
Riskified
RSKD
$754M
– –
-19,648
VMEO icon
13
Vimeo
VMEO
$1.29B
– –
-11,190
VTEX icon
14
VTEX
VTEX
$822M
– –
-18,456
YEXT icon
15
Yext
YEXT
$1.05B
– –
-19,108
TWOU
16
DELISTED
2U Inc
TWOU
– –
-477
SUMO
17
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
– –
-12,184