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
$312M
AUM Growth
-$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$10.5M
3
+$9.08M
4
INTU icon
Intuit
INTU
+$7.21M
5
WDAY icon
Workday
WDAY
+$7.08M

Top Sells

1
+$19.5M
2
+$11.9M
3
+$9.22M
4
PANW icon
Palo Alto Networks
PANW
+$8.22M
5
TMUS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAIL
51
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
– –
-233,297
1 2
3