Jeneq Management, LP
- SEC CIK
- 0001749980
- 最新申報
- 2023/2/9
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/10 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 16
- 較 2022 年第 1 季 −66
- 總值
- $1,724 萬
- 較 2022 年第 1 季 −$3.68 億 (−95.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NOWServiceNow, Inc. | Stock | 7,377 | $350.8 萬 | 20.3% | −48,423−86.8% | 減碼 | 歷史 |
| FIVNFive9, Inc. | COM | 37,311 | $340.1 萬 | 19.7% | −178,376−82.7% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 14,032 | $263.0 萬 | 15.3% | −91,968−86.8% | 減碼 | 歷史 |
| HUBSHubSpot Inc | COM | 8,224 | $247.3 萬 | 14.3% | −54,019−86.8% | 減碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 18,889 | $194.9 萬 | 11.3% | +16,689+758.6% | 加碼 | 歷史 |
| SMARSmartsheet Inc | COM CL A | 57,192 | $179.8 萬 | 10.4% | −651,414−91.9% | 減碼 | 歷史 |
| DMRCDigimarc Corp | COM | 51,013 | $72.1 萬 | 4.2% | −165,407−76.4% | 減碼 | 歷史 |
| TWOU2U, LLC | COM | 13,549 | $14.2 萬 | 0.8% | −37,251−73.3% | 減碼 | 歷史 |
| CXMSprinklr, Inc. | CL A | 11,035 | $11.2 萬 | 0.6% | −29,265−72.6% | 減碼 | 歷史 |
| APIAgora, Inc. | ADS | 14,875 | $9.80 萬 | 0.6% | −32,725−68.8% | 減碼 | 歷史 |
| YEXTYext, Inc. | COM | 18,098 | $8.70 萬 | 0.5% | −45,902−71.7% | 減碼 | 歷史 |
| SUMOSumo Logic, Inc. | COM | 11,544 | $8.60 萬 | 0.5% | −28,156−70.9% | 減碼 | 歷史 |
| RSKDRiskified Ltd. | SHS CL A | 18,608 | $8.30 萬 | 0.5% | −48,492−72.3% | 減碼 | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 10,600 | $6.40 萬 | 0.4% | −29,000−73.2% | 減碼 | 歷史 |
| VTEXVtex | SHS CL A | 17,486 | $5.40 萬 | 0.3% | −40,014−69.6% | 減碼 | 歷史 |
| BLNDBlend Labs, Inc. | CL A | 14,521 | $3.40 萬 | 0.2% | −35,614−71.0% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（66 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PLTKPlaytika Holding Corp. | COM | 2,658,006 | $5,138 萬 | 13.4% | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,350 | $3,374 萬 | 8.8% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 151,300 | $3,364 萬 | 8.7% | 歷史 |
| SHOPShopify Inc. | Stock | 47,700 | $3,224 萬 | 8.4% | 歷史 |
| TWLOTwilio Inc | CL A | 108,291 | $1,785 萬 | 4.6% | 歷史 |
| AMPLAmplitude, Inc. | Stock | 881,638 | $1,625 萬 | 4.2% | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 15,800 | $716.8 萬 | 1.9% | – |
| SPTSprout Social, Inc. | COM CL A | 8,800 | $70.5 萬 | 0.2% | 歷史 |
| PLANAnaplan, Inc. | COM | 10,800 | $70.3 萬 | 0.2% | 歷史 |
| QLYSQualys, Inc. | COM | 4,200 | $59.8 萬 | 0.2% | 歷史 |
| XYZBlock, Inc. | CL A | 4,400 | $59.7 萬 | 0.2% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,600 | $59.0 萬 | 0.2% | 歷史 |
| WIXWix.com Ltd. | SHS | 5,600 | $58.5 萬 | 0.2% | 歷史 |
| TENBTenable Holdings, Inc. | COM | 9,900 | $57.2 萬 | 0.1% | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 9,200 | $55.0 萬 | 0.1% | 歷史 |
| BOXBox Inc | CL A | 18,900 | $54.9 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,700 | $54.4 萬 | 0.1% | 歷史 |
| ZENZendesk, Inc. | COM | 4,400 | $52.9 萬 | 0.1% | 歷史 |
| DHDefinitive Healthcare Corp. | CLASS A COM | 21,400 | $52.8 萬 | 0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 2,200 | $52.7 萬 | 0.1% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 4,400 | $52.7 萬 | 0.1% | 歷史 |
| DOMOHuckleberry.ai, Inc. | Stock | 10,400 | $52.6 萬 | 0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,500 | $52.0 萬 | 0.1% | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 24,600 | $51.7 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,400 | $51.0 萬 | 0.1% | 歷史 |
| FROGJFrog Ltd | Stock | 18,900 | $50.9 萬 | 0.1% | 歷史 |
| NEWRNew Relic, Inc. | COM | 7,600 | $50.8 萬 | 0.1% | 歷史 |
| WKWorkiva Inc | COM CL A | 4,300 | $50.7 萬 | 0.1% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 8,700 | $50.3 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,100 | $50.1 萬 | 0.1% | 歷史 |
| APPFAppfolio Inc | COM CL A | 4,400 | $49.8 萬 | 0.1% | 歷史 |
| AVLRAvalara, Inc. | COM | 5,000 | $49.8 萬 | 0.1% | 歷史 |
| PDPagerDuty, Inc. | COM | 14,490 | $49.5 萬 | 0.1% | 歷史 |
| PCTYPaylocity Holding Corp | COM | 2,400 | $49.4 萬 | 0.1% | 歷史 |
| ESTCElastic N.V. | ORD SHS | 5,500 | $48.9 萬 | 0.1% | 歷史 |
| DBXDropbox, Inc. | CL A | 20,700 | $48.1 萬 | 0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 21,100 | $47.9 萬 | 0.1% | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 7,700 | $47.5 萬 | 0.1% | 歷史 |
| BLBlackline, Inc. | COM | 6,400 | $46.9 萬 | 0.1% | 歷史 |
| ZUOZuora Inc | COM CL A | 31,300 | $46.9 萬 | 0.1% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 2,200 | $46.7 萬 | 0.1% | 歷史 |
| XMQualtrics International Inc. | COM CL A | 16,200 | $46.3 萬 | 0.1% | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 17,800 | $45.6 萬 | 0.1% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 2,000 | $45.4 萬 | 0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 3,000 | $45.4 萬 | 0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 4,200 | $45.0 萬 | 0.1% | 歷史 |
| FSLYFastly, Inc. | CL A | 25,200 | $43.8 萬 | 0.1% | 歷史 |
| LAWCS Disco, Inc. | COM | 12,700 | $43.1 萬 | 0.1% | 歷史 |
| NCNOnCino, Inc. | COM | 10,400 | $42.6 萬 | 0.1% | 歷史 |
| PCORProcore Technologies, Inc. | COM | 7,300 | $42.3 萬 | 0.1% | 歷史 |
| FRSHFreshworks Inc. | Stock | 23,300 | $41.8 萬 | 0.1% | 歷史 |
| SSentinelOne, Inc. | CL A | 10,800 | $41.8 萬 | 0.1% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 3,500 | $41.0 萬 | 0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 1,700 | $41.0 萬 | 0.1% | 歷史 |
| OKTAOkta, Inc. | CL A | 2,600 | $39.2 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,700 | $39.0 萬 | 0.1% | 歷史 |
| COUPCoupa Software Inc | COM | 3,800 | $38.6 萬 | 0.1% | 歷史 |
| CMRCCommerce.com, Inc. | COM SER 1 | 17,500 | $38.3 萬 | 0.1% | 歷史 |
| OLOOlo Inc. | CL A | 28,900 | $38.3 萬 | 0.1% | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 6,900 | $37.6 萬 | 0.1% | 歷史 |
| EVBGEverbridge, Inc. | COM | 8,600 | $37.5 萬 | 0.1% | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 9,000 | $36.9 萬 | 0.1% | 歷史 |
| RNGRingCentral, Inc. | CL A | 3,000 | $35.2 萬 | 0.1% | 歷史 |
| ENFNEnfusion, Inc. | CL A | 27,042 | $34.4 萬 | 0.1% | 歷史 |
| PATHUiPath, Inc. | Stock | 13,000 | $28.1 萬 | 0.1% | 歷史 |
| ASANAsana, Inc. | CL A | 6,900 | $27.6 萬 | 0.1% | 歷史 |