JAMH
Junson Asset Management (HK) Portfolio holdings
AUM
$147M
This Quarter Return
+3.05%
1 Year Return
-33.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$405M
AUM Growth
+$405M
(+40%)
Cap. Flow
+$125M
Cap. Flow
% of AUM
30.85%
Top 10 Holdings %
Top 10 Hldgs %
56.78%
Holding
51
New
22
Increased
9
Reduced
8
Closed
10
Top Buys
| 1 |
SMAR
Smartsheet Inc.
SMAR
|
$35.2M |
| 2 |
Meta Platforms (Facebook)
META
|
$25.9M |
| 3 |
Microsoft
MSFT
|
$16.1M |
| 4 |
Netflix
NFLX
|
$15.2M |
| 5 |
Snowflake
SNOW
|
$9.86M |
Top Sells
| 1 |
Airbnb
ABNB
|
$26.8M |
| 2 |
RingCentral
RNG
|
$8.94M |
| 3 |
CrowdStrike
CRWD
|
$8.92M |
| 4 |
COUP
Coupa Software Incorporated
COUP
|
$7.27M |
| 5 |
Adobe
ADBE
|
$7.02M |
Sector Composition
| 1 | Technology | 62.9% |
| 2 | Consumer Discretionary | 14.67% |
| 3 | Communication Services | 12.52% |
| 4 | Financials | 5.36% |
| 5 | Consumer Staples | 2.95% |