Jeneq Management, LP
- SEC CIK
- 0001749980
- Latest filing
- Feb 9, 2023
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 15
- No 13F data for Q4 2020
- Portfolio value
- $427.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BKNGBooking Holdings Inc. | Stock | 35,300 | $82.2M | 19.2% | – | – | History |
| GPNGlobal Payments Inc | Stock | 346,753 | $69.9M | 16.4% | – | – | History |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 902,774 | $45.7M | 10.7% | – | – | – |
| SNAPSnap Inc | Stock | 777,810 | $40.7M | 9.5% | – | – | History |
| MELIMercadolibre Inc | COM | 25,800 | $38.0M | 8.9% | – | – | History |
| TMETencent Music Entertainment Group | SPON ADS | 1,726,600 | $35.4M | 8.3% | – | – | History |
| TWLOTwilio Inc | CL A | 102,400 | $34.9M | 8.2% | – | – | History |
| RNGRingCentral, Inc. | CL A | 82,175 | $24.5M | 5.7% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 94,300 | $22.9M | 5.4% | – | – | History |
| PETSPetmed Express Inc | COM | 250,000 | $8.79M | 2.1% | – | – | History |
| TRUPTrupanion, Inc. | COM | 100,000 | $7.62M | 1.8% | – | – | History |
| HVTHaverty Furniture Companies Inc | COM | 191,900 | $7.14M | 1.7% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,500 | $5.35M | 1.3% | – | – | History |
| EGHT8X8 Inc | COM | 73,298 | $2.38M | 0.6% | – | – | History |
| DMRCDigimarc Corp | COM | 65,000 | $1.93M | 0.5% | – | – | History |