JAMH

Junson Asset Management (HK) Portfolio holdings

AUM $147M
1-Year Est. Return 33.59%
This Quarter Est. Return
1 Year Est. Return
-33.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$35.2M
2 +$25.9M
3 +$16.1M
4
NFLX icon
Netflix
NFLX
+$15.2M
5
SNOW icon
Snowflake
SNOW
+$9.86M

Top Sells

1 +$26.8M
2 +$8.94M
3 +$8.92M
4
COUP
Coupa Software Incorporated
COUP
+$7.27M
5
ADBE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-79,500