JAMH
Junson Asset Management (HK) Portfolio holdings
AUM
$147M
1-Year Est. Return
33.59%
This Fund
S&P 500
1 Year Est. Return
-33.59%
AUM
$147M
AUM Growth
-$165M
(-53%)
Holding
56
Top Buys
| 1 | +$8.66M | |
| 2 | +$6.21M | |
| 3 | +$5.71M | |
| 4 |
Airbnb
ABNB
|
+$3.39M |
| 5 |
Twilio
TWLO
|
+$3.13M |
Top Sells
| 1 | +$25.3M | |
| 2 | +$20.2M | |
| 3 | +$14.1M | |
| 4 |
SMAR
Smartsheet Inc.
SMAR
|
+$11M |
| 5 |
MongoDB
MDB
|
+$8.22M |
Sector Composition
| 1 | Technology | 54.34% |
| 2 | Communication Services | 13.19% |
| 3 | Consumer Discretionary | 11.32% |
| 4 | Consumer Staples | 7.35% |
| 5 | Financials | 6.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Intuit
INTU
$123B
| – | – |
-18,700
|
|
||
52
Applied Materials
AMAT
$256B
| – | – |
-29,000
|
|
||
53
Dynatrace
DT
$10.2B
| – | – |
-111,000
|
|
||
54
Expedia Group
EXPE
$29B
| – | – |
-25,252
|
|
||
55
Lyft
LYFT
$6.57B
| – | – |
-122,700
|
|
||
|
COUP
56
DELISTED
Coupa Software Incorporated
COUP
| – | – |
-12,400
|
|