Junson Asset Management (Hong Kong) Ltd 13F 持仓 · 最近申报 2022年Q3
Junson Asset Management (Hong Kong) 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 1.47 亿美元。前几大持仓：WDAY（9.12%）、AMZN（6.80%）、CRWD（6.72%）。本季前 25 大持仓中：新建仓 6 只、增持 3 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WDAY | WORKDAY INC | $13.4M | 9.12% | 88,200 | 增持 |
| 2 | AMZN | AMAZON.COM INC | $10.0M | 6.80% | 88,600 | 增持 |
| 3 | CRWD | CROWDSTRIKE HOLDINGS INC | $9.9M | 6.72% | 60,000 | 减持 |
| 4 | TENB | TENABLE HOLDINGS INC | $9.6M | 6.55% | 276,900 | 减持 |
| 5 | GOOGL | ALPHABET INC | $8.7M | 5.88% | 90,500 | 新建仓 |
| 6 | MSFT | MICROSOFT CORP | $7.7M | 5.25% | 33,212 | 减持 |
| 7 | SMAR | SMARTSHEET INC | $6.4M | 4.36% | 186,738 | 减持 |
| 8 | SNOW | SNOWFLAKE INC. | $6.4M | 4.35% | 37,700 | 增持 |
| 9 | META | META PLATFORMS INC | $6.2M | 4.22% | 45,800 | 新建仓 |
| 10 | SBAC | SBA COMMUNICATIONS CORP | $5.8M | 3.96% | 20,500 | 持平 |
| 11 | BILL | BILL.COM HOLDINGS INC | $5.3M | 3.61% | 40,200 | 减持 |
| 12 | ALB | ALBEMARLE CORP | $5.3M | 3.59% | 20,000 | 减持 |
| 13 | MDB | MONGODB INC | $4.8M | 3.29% | 24,400 | 减持 |
| 14 | MNST | MONSTER BEVERAGE CORP | $4.6M | 3.13% | 52,955 | 持平 |
| 15 | OKTA | OKTA INC | $3.9M | 2.63% | 68,000 | 减持 |
| 16 | DDOG | DATADOG INC | $3.8M | 2.58% | 42,761 | 减持 |
| 17 | MA | MASTERCARD INC | $3.4M | 2.32% | 12,000 | 减持 |
| 18 | ABNB | AIRBNB INC | $3.4M | 2.30% | 32,300 | 新建仓 |
| 19 | TWLO | TWILIO INC | $3.1M | 2.13% | 45,249 | 新建仓 |
| 20 | V | VISA INC | $3.1M | 2.11% | 17,468 | 减持 |
| 21 | NFLX | NETFLIX INC | $3.0M | 2.06% | 12,900 | 减持 |
| 22 | PYPL | PAYPAL HOLDINGS INC | $2.7M | 1.81% | 31,000 | 减持 |
| 23 | PG | PROCTER & GAMBLE CO | $2.3M | 1.54% | 17,900 | 新建仓 |
| 24 | CHD | CHURCH & DWIGHT CO INC | $2.0M | 1.38% | 28,409 | 新建仓 |
| 25 | CFLT | CONFLUENT INC | $2.0M | 1.37% | 85,000 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR