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Livermore
Livermore
ZHEN

Jeneq Management, LP

SEC CIK
0001749980
Latest filing
Feb 9, 2023

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 10, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
16
−66 vs. Q1 2022
Portfolio value
$17.2M
−$367.5M (−95.5%) vs. Q1 2022
Filed
Aug 10, 2022
SEC
Holdings of Jeneq Management, LP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
NOWServiceNow, Inc.Stock7,377$3.51M20.3%−48,423−86.8%ReducedHistory
FIVNFive9, Inc.COM37,311$3.40M19.7%−178,376−82.7%ReducedHistory
TEAMAtlassian CorpCL A14,032$2.63M15.3%−91,968−86.8%ReducedHistory
HUBSHubSpot IncCOM8,224$2.47M14.3%−54,019−86.8%ReducedHistory
MNDYmonday.com Ltd.SHS18,889$1.95M11.3%+16,689+758.6%AddedHistory
SMARSmartsheet IncCOM CL A57,192$1.80M10.4%−651,414−91.9%ReducedHistory
DMRCDigimarc CorpCOM51,013$721.0K4.2%−165,407−76.4%ReducedHistory
TWOU2U, LLCCOM13,549$142.0K0.8%−37,251−73.3%ReducedHistory
CXMSprinklr, Inc.CL A11,035$112.0K0.6%−29,265−72.6%ReducedHistory
APIAgora, Inc.ADS14,875$98.0K0.6%−32,725−68.8%ReducedHistory
YEXTYext, Inc.COM18,098$87.0K0.5%−45,902−71.7%ReducedHistory
SUMOSumo Logic, Inc.COM11,544$86.0K0.5%−28,156−70.9%ReducedHistory
RSKDRiskified Ltd.SHS CL A18,608$83.0K0.5%−48,492−72.3%ReducedHistory
VMEOVimeo, Inc.COMMON STOCK10,600$64.0K0.4%−29,000−73.2%ReducedHistory
VTEXVtexSHS CL A17,486$54.0K0.3%−40,014−69.6%ReducedHistory
BLNDBlend Labs, Inc.CL A14,521$34.0K0.2%−35,614−71.0%ReducedHistory

Sold out since Q1 2022 (66)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Jeneq Management, LP sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
PLTKPlaytika Holding Corp.COM2,658,006$51.4M13.4%History
AMZNAmazon Com IncStock10,350$33.7M8.8%History
METAMeta Platforms, Inc.Stock151,300$33.6M8.7%History
SHOPShopify Inc.Stock47,700$32.2M8.4%History
TWLOTwilio IncCL A108,291$17.8M4.6%History
AMPLAmplitude, Inc.Stock881,638$16.2M4.2%History
iShares Core S&P 500 ETF464287200ETF15,800$7.17M1.9%–
SPTSprout Social, Inc.COM CL A8,800$705.0K0.2%History
PLANAnaplan, Inc.COM10,800$703.0K0.2%History
QLYSQualys, Inc.COM4,200$598.0K0.2%History
XYZBlock, Inc.CL A4,400$597.0K0.2%History
CRWDCrowdStrike Holdings, Inc.Stock2,600$590.0K0.2%History
WIXWix.com Ltd.SHS5,600$585.0K0.2%History
TENBTenable Holdings, Inc.COM9,900$572.0K0.1%History
GTMZoomInfo Technologies Inc.Stock9,200$550.0K0.1%History
BOXBox IncCL A18,900$549.0K0.1%History
PYPLPayPal Holdings, Inc.Stock4,700$544.0K0.1%History
ZENZendesk, Inc.COM4,400$529.0K0.1%History
DHDefinitive Healthcare Corp.CLASS A COM21,400$528.0K0.1%History
WDAYWorkday, Inc.CL A2,200$527.0K0.1%History
NETCloudflare, Inc.CL A COM4,400$527.0K0.1%History
DOMOHuckleberry.ai, Inc.Stock10,400$526.0K0.1%History
PAYCPaycom Software, Inc.Stock1,500$520.0K0.1%History
CWANClearwater Analytics Holdings, Inc.CL A24,600$517.0K0.1%History
CRMSalesforce, Inc.Stock2,400$510.0K0.1%History
FROGJFrog LtdStock18,900$509.0K0.1%History
NEWRNew Relic, Inc.COM7,600$508.0K0.1%History
WKWorkiva IncCOM CL A4,300$507.0K0.1%History
DOCNDigitalOcean Holdings, Inc.COM8,700$503.0K0.1%History
ADBEAdobe Inc.Stock1,100$501.0K0.1%History
APPFAppfolio IncCOM CL A4,400$498.0K0.1%History
AVLRAvalara, Inc.COM5,000$498.0K0.1%History
PDPagerDuty, Inc.COM14,490$495.0K0.1%History
PCTYPaylocity Holding CorpCOM2,400$494.0K0.1%History
ESTCElastic N.V.ORD SHS5,500$489.0K0.1%History
DBXDropbox, Inc.CL A20,700$481.0K0.1%History
AIC3.ai, Inc.Stock21,100$479.0K0.1%History
QTWOQ2 Holdings, Inc.COM7,700$475.0K0.1%History
BLBlackline, Inc.COM6,400$469.0K0.1%History
ZUOZuora IncCOM CL A31,300$469.0K0.1%History
VEEVVeeva Systems IncStock2,200$467.0K0.1%History
XMQualtrics International Inc.COM CL A16,200$463.0K0.1%History
SQSPSquarespace, Inc.CLASS A17,800$456.0K0.1%History
BILLBILL Holdings, Inc.Stock2,000$454.0K0.1%History
DDOGDatadog, Inc.CL A COM3,000$454.0K0.1%History
DOCUDocuSign, Inc.Stock4,200$450.0K0.1%History
FSLYFastly, Inc.CL A25,200$438.0K0.1%History
LAWCS Disco, Inc.COM12,700$431.0K0.1%History
NCNOnCino, Inc.COM10,400$426.0K0.1%History
PCORProcore Technologies, Inc.COM7,300$423.0K0.1%History
FRSHFreshworks Inc.Stock23,300$418.0K0.1%History
SSentinelOne, Inc.CL A10,800$418.0K0.1%History
ZMZoom Communications, Inc.Stock3,500$410.0K0.1%History
ZSZscaler, Inc.Stock1,700$410.0K0.1%History
OKTAOkta, Inc.CL A2,600$392.0K0.1%History
SNOWSnowflake Inc.Stock1,700$390.0K0.1%History
COUPCoupa Software IncCOM3,800$386.0K0.1%History
CMRCCommerce.com, Inc.COM SER 117,500$383.0K0.1%History
OLOOlo Inc.CL A28,900$383.0K0.1%History
GTLBGitlab Inc.CLASS A COM6,900$376.0K0.1%History
EVBGEverbridge, Inc.COM8,600$375.0K0.1%History
CFLTConfluent, Inc.CLASS A COM9,000$369.0K0.1%History
RNGRingCentral, Inc.CL A3,000$352.0K0.1%History
ENFNEnfusion, Inc.CL A27,042$344.0K0.1%History
PATHUiPath, Inc.Stock13,000$281.0K0.1%History
ASANAsana, Inc.CL A6,900$276.0K0.1%History