Junson Asset Management (Hong Kong) Ltd Buys Zendesk Inc, Microsoft Corp, Twilio Inc, Sells Five9 Inc, Lyft Inc, Twitter Inc

Investment company Junson Asset Management (Hong Kong) Ltd (Current Portfolio) buys Zendesk Inc, Microsoft Corp, Twilio Inc, ServiceNow Inc, Peloton Interactive Inc, sells Five9 Inc, Lyft Inc, Twitter Inc, Datadog Inc, Snowflake Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Junson Asset Management (Hong Kong) Ltd. As of 2021Q3, Junson Asset Management (Hong Kong) Ltd owns 29 stocks with a total value of $290 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) - 221,860 shares, 12.82% of the total portfolio. Shares reduced by 5.54%
  2. Twilio Inc (TWLO) - 91,381 shares, 10.04% of the total portfolio. Shares added by 65.30%
  3. Zendesk Inc (ZEN) - 205,300 shares, 8.23% of the total portfolio. Shares added by 721.20%
  4. Microsoft Corp (MSFT) - 66,500 shares, 6.46% of the total portfolio. Shares added by 454.17%
  5. ServiceNow Inc (NOW) - 30,000 shares, 6.43% of the total portfolio. Shares added by 145.90%
New Purchase: Peloton Interactive Inc (PTON)

Junson Asset Management (Hong Kong) Ltd initiated holding in Peloton Interactive Inc. The purchase prices were between $85.4 and $126.43, with an estimated average price of $110.52. The stock is now traded at around $93.830000. The impact to a portfolio due to this purchase was 3.68%. The holding were 122,800 shares as of 2021-09-30.

New Purchase: CrowdStrike Holdings Inc (CRWD)

Junson Asset Management (Hong Kong) Ltd initiated holding in CrowdStrike Holdings Inc. The purchase prices were between $232.8 and $286.37, with an estimated average price of $258.27. The stock is now traded at around $283.390000. The impact to a portfolio due to this purchase was 3.07%. The holding were 36,300 shares as of 2021-09-30.

New Purchase: Tenable Holdings Inc (TENB)

Junson Asset Management (Hong Kong) Ltd initiated holding in Tenable Holdings Inc. The purchase prices were between $39.5 and $48.22, with an estimated average price of $43.86. The stock is now traded at around $51.850000. The impact to a portfolio due to this purchase was 2.74%. The holding were 172,100 shares as of 2021-09-30.

New Purchase: Adobe Inc (ADBE)

Junson Asset Management (Hong Kong) Ltd initiated holding in Adobe Inc. The purchase prices were between $575.72 and $666.59, with an estimated average price of $629.42. The stock is now traded at around $643.580000. The impact to a portfolio due to this purchase was 2.42%. The holding were 12,200 shares as of 2021-09-30.

New Purchase: Okta Inc (OKTA)

Junson Asset Management (Hong Kong) Ltd initiated holding in Okta Inc. The purchase prices were between $228.93 and $271.75, with an estimated average price of $248.53. The stock is now traded at around $260.380000. The impact to a portfolio due to this purchase was 1.87%. The holding were 22,900 shares as of 2021-09-30.

New Purchase: ZipRecruiter Inc (ZIP)

Junson Asset Management (Hong Kong) Ltd initiated holding in ZipRecruiter Inc. The purchase prices were between $23 and $29.04, with an estimated average price of $25.87. The stock is now traded at around $28.300000. The impact to a portfolio due to this purchase was 0.63%. The holding were 66,000 shares as of 2021-09-30.

Added: Zendesk Inc (ZEN)

Junson Asset Management (Hong Kong) Ltd added to a holding in Zendesk Inc by 721.20%. The purchase prices were between $115.3 and $150.84, with an estimated average price of $129.39. The stock is now traded at around $135.230000. The impact to a portfolio due to this purchase was 7.23%. The holding were 205,300 shares as of 2021-09-30.

Added: Microsoft Corp (MSFT)

Junson Asset Management (Hong Kong) Ltd added to a holding in Microsoft Corp by 454.17%. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $309.160000. The impact to a portfolio due to this purchase was 5.29%. The holding were 66,500 shares as of 2021-09-30.

Added: Twilio Inc (TWLO)

Junson Asset Management (Hong Kong) Ltd added to a holding in Twilio Inc by 65.30%. The purchase prices were between $312.8 and $409.84, with an estimated average price of $364.56. The stock is now traded at around $358.190000. The impact to a portfolio due to this purchase was 3.97%. The holding were 91,381 shares as of 2021-09-30.

Added: ServiceNow Inc (NOW)

Junson Asset Management (Hong Kong) Ltd added to a holding in ServiceNow Inc by 145.90%. The purchase prices were between $545.17 and $678.63, with an estimated average price of $605.78. The stock is now traded at around $686.650000. The impact to a portfolio due to this purchase was 3.82%. The holding were 30,000 shares as of 2021-09-30.

Added: HubSpot Inc (HUBS)

Junson Asset Management (Hong Kong) Ltd added to a holding in HubSpot Inc by 105.56%. The purchase prices were between $550.72 and $734.28, with an estimated average price of $644.36. The stock is now traded at around $814.160000. The impact to a portfolio due to this purchase was 2.82%. The holding were 23,563 shares as of 2021-09-30.

Added: RingCentral Inc (RNG)

Junson Asset Management (Hong Kong) Ltd added to a holding in RingCentral Inc by 30.08%. The purchase prices were between $212.13 and $303.93, with an estimated average price of $254.02. The stock is now traded at around $248.040000. The impact to a portfolio due to this purchase was 0.71%. The holding were 41,084 shares as of 2021-09-30.

Sold Out: Five9 Inc (FIVN)

Junson Asset Management (Hong Kong) Ltd sold out a holding in Five9 Inc. The sale prices were between $158.23 and $209.7, with an estimated average price of $182.37.

Sold Out: Snowflake Inc (SNOW)

Junson Asset Management (Hong Kong) Ltd sold out a holding in Snowflake Inc. The sale prices were between $236.75 and $324.08, with an estimated average price of $284.09.

Sold Out: ZoomInfo Technologies Inc (ZI)

Junson Asset Management (Hong Kong) Ltd sold out a holding in ZoomInfo Technologies Inc. The sale prices were between $49.75 and $68.52, with an estimated average price of $59.79.

Sold Out: Yelp Inc (YELP)

Junson Asset Management (Hong Kong) Ltd sold out a holding in Yelp Inc. The sale prices were between $35.67 and $40.89, with an estimated average price of $37.92.

Sold Out: Select Interior Concepts Inc (SIC)

Junson Asset Management (Hong Kong) Ltd sold out a holding in Select Interior Concepts Inc. The sale prices were between $9.65 and $14.47, with an estimated average price of $12.69.

Sold Out: Avis Budget Group Inc (CAR)

Junson Asset Management (Hong Kong) Ltd sold out a holding in Avis Budget Group Inc. The sale prices were between $68.74 and $120.21, with an estimated average price of $88.06.



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