JAMH
Junson Asset Management (HK) Portfolio holdings
AUM
$147M
1-Year Est. Return
33.59%
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
NVIDIA
NVDA
$4.29T
| – | – |
-303,000
|
|
||
52
Oracle
ORCL
$536B
| – | – |
-22,400
|
|
||
53
Paycom
PAYC
$8.89B
| – | – |
-24,300
|
|
||
54
Roku
ROKU
$16B
| – | – |
-60,500
|
|
||
55
T-Mobile US
TMUS
$223B
| – | – |
-18,000
|
|
||
56
Trade Desk
TTD
$17.4B
| – | – |
-125,200
|
|