Junson Asset Management (Hong Kong) Ltd Buys Airbnb Inc, Lyft Inc, Anaplan Inc, Sells Cloudflare Inc, Microsoft Corp, Zendesk Inc

Investment company Junson Asset Management (Hong Kong) Ltd (Current Portfolio) buys Airbnb Inc, Lyft Inc, Anaplan Inc, Vail Resorts Inc, Twitter Inc, sells Cloudflare Inc, Microsoft Corp, Zendesk Inc, Snap Inc, Zillow Group Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Junson Asset Management (Hong Kong) Ltd. As of 2021Q2, Junson Asset Management (Hong Kong) Ltd owns 29 stocks with a total value of $250 million. These are the details of the buys and sells.

For the details of Junson Asset Management (Hong Kong) Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/junson+asset+management+%28hong+kong%29+ltd/current-portfolio/portfolio

These are the top 5 holdings of Junson Asset Management (Hong Kong) Ltd
  1. Airbnb Inc (ABNB) - 234,879 shares, 14.39% of the total portfolio. New Position
  2. Twilio Inc (TWLO) - 55,281 shares, 8.72% of the total portfolio. Shares reduced by 12.43%
  3. SailPoint Technologies Holdings Inc (SAIL) - 325,197 shares, 6.65% of the total portfolio. Shares added by 32.63%
  4. Five9 Inc (FIVN) - 87,809 shares, 6.44% of the total portfolio. Shares reduced by 6.31%
  5. Coupa Software Inc (COUP) - 56,400 shares, 5.91% of the total portfolio. Shares reduced by 5.05%
New Purchase: Airbnb Inc (ABNB)

Junson Asset Management (Hong Kong) Ltd initiated holding in Airbnb Inc. The purchase prices were between $132.5 and $190.03, with an estimated average price of $157.59. The stock is now traded at around $146.690000. The impact to a portfolio due to this purchase was 14.39%. The holding were 234,879 shares as of 2021-06-30.

New Purchase: Anaplan Inc (PLAN)

Junson Asset Management (Hong Kong) Ltd initiated holding in Anaplan Inc. The purchase prices were between $49.07 and $64.25, with an estimated average price of $55.55. The stock is now traded at around $52.910000. The impact to a portfolio due to this purchase was 3.03%. The holding were 142,000 shares as of 2021-06-30.

New Purchase: Vail Resorts Inc (MTN)

Junson Asset Management (Hong Kong) Ltd initiated holding in Vail Resorts Inc. The purchase prices were between $291.66 and $334.27, with an estimated average price of $318.04. The stock is now traded at around $324.000000. The impact to a portfolio due to this purchase was 2.91%. The holding were 23,000 shares as of 2021-06-30.

New Purchase: Zillow Group Inc (ZG)

Junson Asset Management (Hong Kong) Ltd initiated holding in Zillow Group Inc. The purchase prices were between $108.24 and $149.26, with an estimated average price of $123.74. The stock is now traded at around $115.270000. The impact to a portfolio due to this purchase was 2.57%. The holding were 52,500 shares as of 2021-06-30.

New Purchase: Snowflake Inc (SNOW)

Junson Asset Management (Hong Kong) Ltd initiated holding in Snowflake Inc. The purchase prices were between $188.24 and $251.25, with an estimated average price of $232.72. The stock is now traded at around $267.060000. The impact to a portfolio due to this purchase was 2.46%. The holding were 25,400 shares as of 2021-06-30.

New Purchase: ZoomInfo Technologies Inc (ZI)

Junson Asset Management (Hong Kong) Ltd initiated holding in ZoomInfo Technologies Inc. The purchase prices were between $39.71 and $53.85, with an estimated average price of $47. The stock is now traded at around $53.030000. The impact to a portfolio due to this purchase was 2.38%. The holding were 114,023 shares as of 2021-06-30.

Added: Lyft Inc (LYFT)

Junson Asset Management (Hong Kong) Ltd added to a holding in Lyft Inc by 177.02%. The purchase prices were between $46.02 and $64.64, with an estimated average price of $57.7. The stock is now traded at around $58.070000. The impact to a portfolio due to this purchase was 3.45%. The holding were 223,000 shares as of 2021-06-30.

Added: Twitter Inc (TWTR)

Junson Asset Management (Hong Kong) Ltd added to a holding in Twitter Inc by 103.26%. The purchase prices were between $50.11 and $72.45, with an estimated average price of $61.33. The stock is now traded at around $69.860000. The impact to a portfolio due to this purchase was 2.62%. The holding were 187,000 shares as of 2021-06-30.

Added: Expedia Group Inc (EXPE)

Junson Asset Management (Hong Kong) Ltd added to a holding in Expedia Group Inc by 192.31%. The purchase prices were between $159.9 and $177.87, with an estimated average price of $171.7. The stock is now traded at around $167.350000. The impact to a portfolio due to this purchase was 1.64%. The holding were 38,000 shares as of 2021-06-30.

Added: SailPoint Technologies Holdings Inc (SAIL)

Junson Asset Management (Hong Kong) Ltd added to a holding in SailPoint Technologies Holdings Inc by 32.63%. The purchase prices were between $42.73 and $53.79, with an estimated average price of $48.13. The stock is now traded at around $50.720000. The impact to a portfolio due to this purchase was 1.64%. The holding were 325,197 shares as of 2021-06-30.

Added: Six Flags Entertainment Corp (SIX)

Junson Asset Management (Hong Kong) Ltd added to a holding in Six Flags Entertainment Corp by 62.50%. The purchase prices were between $41.21 and $49.09, with an estimated average price of $45.17. The stock is now traded at around $42.230000. The impact to a portfolio due to this purchase was 1.3%. The holding were 195,000 shares as of 2021-06-30.

Added: The RealReal Inc (REAL)

Junson Asset Management (Hong Kong) Ltd added to a holding in The RealReal Inc by 57.58%. The purchase prices were between $13.74 and $25.6, with an estimated average price of $20.46. The stock is now traded at around $17.910000. The impact to a portfolio due to this purchase was 0.75%. The holding were 260,000 shares as of 2021-06-30.

Sold Out: Cloudflare Inc (NET)

Junson Asset Management (Hong Kong) Ltd sold out a holding in Cloudflare Inc. The sale prices were between $66.65 and $107.6, with an estimated average price of $82.41.

Sold Out: Snap Inc (SNAP)

Junson Asset Management (Hong Kong) Ltd sold out a holding in Snap Inc. The sale prices were between $50.96 and $68.14, with an estimated average price of $59.85.

Sold Out: Zillow Group Inc (Z)

Junson Asset Management (Hong Kong) Ltd sold out a holding in Zillow Group Inc. The sale prices were between $107.1 and $146.71, with an estimated average price of $121.92.

Sold Out: FireEye Inc (FEYE)

Junson Asset Management (Hong Kong) Ltd sold out a holding in FireEye Inc. The sale prices were between $18.56 and $22.53, with an estimated average price of $20.51.

Sold Out: Macquarie Infrastructure Corp (MIC)

Junson Asset Management (Hong Kong) Ltd sold out a holding in Macquarie Infrastructure Corp. The sale prices were between $31.81 and $39.08, with an estimated average price of $35.08.

Sold Out: KBR Inc (KBR)

Junson Asset Management (Hong Kong) Ltd sold out a holding in KBR Inc. The sale prices were between $37.18 and $42.34, with an estimated average price of $39.62.



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