Jeneq Management LP 13F Holdings · last filed Q4 2022
Jeneq Management LP reported 8 securities worth $22.34M in its SEC 13F filing for Q4 2022 (period ended 2022-12-31). Top holdings: WCLD (30.24%), FIVN (13.53%), NOW (13.39%). Among its top 25 positions this quarter: 3 new, 1 added, 4 trimmed, 10 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WCLD | WISDOMTREE TR | $6.8M | 30.24% | 269,400 | New |
| 2 | FIVN | FIVE9 INC | $3.0M | 13.53% | 44,551 | Added |
| 3 | NOW | SERVICENOW INC | $3.0M | 13.39% | 7,704 | Trimmed |
| 4 | HUBS | HUBSPOT INC | $2.5M | 11.09% | 8,571 | Trimmed |
| 5 | MNDY | MONDAY COM LTD | $2.4M | 10.75% | 19,690 | Trimmed |
| 6 | SMAR | SMARTSHEET INC | $2.3M | 10.42% | 59,153 | Trimmed |
| 7 | TEAM | ATLASSIAN CORPORATION | $1.9M | 8.46% | 14,684 | New |
| 8 | SHOP | SHOPIFY INC | $475,527 | 2.13% | 13,700 | New |
| 9 | API | AGORA INC-ADR | $0 | 0.00% | 0 | Exited |
| 10 | BLND | BLEND LABS INC-A | $0 | 0.00% | 0 | Exited |
| 11 | CXM | SPRINKLR INC-A | $0 | 0.00% | 0 | Exited |
| 12 | RSKD | RISKIFIED LTD-A | $0 | 0.00% | 0 | Exited |
| 13 | SUMO | SUMO LOGIC INC | $0 | 0.00% | 0 | Exited |
| 14 | TEAM | ATLASSIAN CORP PLC-CLASS A | $0 | 0.00% | 0 | Exited |
| 15 | TWOU | 2U INC | $0 | 0.00% | 0 | Exited |
| 16 | VMEO | VIMEO INC | $0 | 0.00% | 0 | Exited |
| 17 | VTEX | VTEX -CLASS A | $0 | 0.00% | 0 | Exited |
| 18 | YEXT | YEXT INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR