Jericho Capital Asset Management as of Sept. 30, 2020
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 45 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dish Network Corporation Cl A | 7.6 | $188M | 6.5M | 29.03 | |
| Zillow Group Cl C Cap Stk (Z) | 6.0 | $148M | 1.5M | 101.59 | |
| Expedia Group Com New (EXPE) | 4.6 | $113M | 1.2M | 91.69 | |
| Advanced Micro Devices (AMD) | 4.4 | $109M | 1.3M | 81.99 | |
| Nio Spon Ads (NIO) | 4.3 | $106M | 5.0M | 21.22 | |
| stock | 4.2 | $103M | 547k | 188.13 | |
| 4.1 | $100M | 2.3M | 44.50 | ||
| Sea Sponsord Ads (SE) | 4.0 | $99M | 645k | 154.04 | |
| Marvell Technology Group Ord | 3.8 | $94M | 2.4M | 39.70 | |
| Yandex N V Shs Class A (YNDX) | 3.7 | $91M | 1.4M | 65.25 | |
| Jd.com Spon Adr Cl A (JD) | 3.5 | $87M | 1.1M | 77.61 | |
| Match Group (MTCH) | 3.4 | $83M | 750k | 110.65 | |
| Twilio Cl A (TWLO) | 3.2 | $80M | 324k | 247.09 | |
| Pinterest Cl A (PINS) | 3.2 | $78M | 1.9M | 41.51 | |
| Caesars Entertainment (CZR) | 3.1 | $77M | 1.4M | 56.06 | |
| Vail Resorts (MTN) | 2.6 | $65M | 304k | 213.97 | |
| Li Auto Sponsored Ads (LI) | 2.5 | $61M | 3.5M | 17.39 | |
| Dynatrace Com New (DT) | 2.3 | $56M | 1.4M | 41.02 | |
| Metropcs Communications (TMUS) | 2.1 | $52M | 450k | 114.36 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.1 | $51M | 139k | 369.27 | |
| 21vianet Group Sponsored Ads A (VNET) | 2.1 | $51M | 2.2M | 23.16 | |
| Pinduoduo Sponsored Ads (PDD) | 1.8 | $45M | 612k | 74.15 | |
| Outfront Media (OUT) | 1.8 | $44M | 3.0M | 14.55 | |
| Penn National Gaming (PENN) | 1.7 | $41M | 564k | 72.70 | |
| Six Flags Entertainment (SIX) | 1.6 | $39M | 1.9M | 20.30 | |
| Live Nation Entertainment (LYV) | 1.5 | $38M | 706k | 53.88 | |
| Lyft Cl A Com (LYFT) | 1.5 | $37M | 1.4M | 27.55 | |
| LivePerson (LPSN) | 1.3 | $33M | 632k | 51.99 | |
| Zendesk | 1.3 | $32M | 310k | 102.92 | |
| Snowflake Cl A (SNOW) | 1.3 | $31M | 124k | 251.00 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $30M | 217k | 137.32 | |
| Bilibili Spons Ads Rep Z (BILI) | 1.2 | $30M | 712k | 41.60 | |
| Uber Technologies (UBER) | 1.2 | $29M | 806k | 36.48 | |
| Lamar Advertising Cl A (LAMR) | 1.1 | $28M | 426k | 66.17 | |
| Xpeng Ads (XPEV) | 1.1 | $27M | 1.3M | 20.07 | |
| Avalara | 0.8 | $20M | 155k | 127.34 | |
| Angi Homeservices Com Cl A (ANGI) | 0.8 | $19M | 1.7M | 11.10 | |
| Zai Lab Adr (ZLAB) | 0.4 | $10M | 125k | 83.17 | |
| Agora Ads (API) | 0.3 | $8.6M | 200k | 42.98 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.3 | $7.1M | 87k | 81.83 | |
| Tesla Motors (TSLA) | 0.3 | $6.5M | 15k | 428.98 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.3 | $6.3M | 203k | 30.87 | |
| Activision Blizzard | 0.2 | $5.6M | 69k | 80.95 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.2 | $4.5M | 73k | 61.30 | |
| Tal Education Group Sponsored Ads (TAL) | 0.2 | $4.1M | 54k | 76.04 |
