JAMH
Junson Asset Management (HK) Portfolio holdings
AUM
$147M
This Quarter Return
-27.35%
1 Year Return
-33.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$312M
AUM Growth
+$312M
(-14%)
Cap. Flow
+$36.1M
Cap. Flow
% of AUM
11.57%
Top 10 Holdings %
Top 10 Hldgs %
55.17%
Holding
51
New
12
Increased
7
Reduced
10
Closed
4
Top Buys
| 1 |
CrowdStrike
CRWD
|
$20.6M |
| 2 |
Okta
OKTA
|
$10.5M |
| 3 |
MongoDB
MDB
|
$9.08M |
| 4 |
Intuit
INTU
|
$7.21M |
| 5 |
Workday
WDAY
|
$7.08M |
Top Sells
| 1 |
ZEN
ZENDESK INC
ZEN
|
$19.5M |
| 2 |
SAIL
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
|
$11.9M |
| 3 |
Charter Communications
CHTR
|
$9.22M |
| 4 |
Palo Alto Networks
PANW
|
$8.22M |
| 5 |
T-Mobile US
TMUS
|
$8.07M |
Sector Composition
| 1 | Technology | 70.03% |
| 2 | Consumer Discretionary | 9.27% |
| 3 | Communication Services | 7.03% |
| 4 | Financials | 5.46% |
| 5 | Consumer Staples | 3.08% |