Jericho Capital Asset Management as of June 30, 2021
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 48 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dish Network Corporation Cl A | 7.4 | $313M | 7.5M | 41.80 | |
| Doordash Cl A (DASH) | 6.6 | $279M | 1.6M | 178.33 | |
| Marvell Technology (MRVL) | 6.5 | $275M | 4.7M | 58.33 | |
| Uber Technologies (UBER) | 5.2 | $221M | 4.4M | 50.12 | |
| Twilio Cl A (TWLO) | 5.1 | $214M | 543k | 394.16 | |
| Zoom Video Communications In Cl A (ZM) | 4.8 | $202M | 523k | 387.03 | |
| Advanced Micro Devices (AMD) | 4.7 | $196M | 2.1M | 93.93 | |
| Airbnb Com Cl A (ABNB) | 3.7 | $156M | 1.0M | 153.14 | |
| Intuit (INTU) | 3.6 | $154M | 314k | 490.17 | |
| Bilibili Spons Ads Rep Z (BILI) | 3.6 | $152M | 1.3M | 121.84 | |
| Sea Sponsord Ads (SE) | 3.5 | $146M | 532k | 274.60 | |
| Li Auto Sponsored Ads (LI) | 3.1 | $131M | 3.8M | 34.94 | |
| 3.0 | $125M | 1.8M | 68.81 | ||
| Acm Resh Com Cl A (ACMR) | 2.6 | $111M | 1.1M | 102.22 | |
| Caesars Entertainment (CZR) | 2.5 | $107M | 1.0M | 103.75 | |
| Six Flags Entertainment (SIX) | 2.5 | $105M | 2.4M | 43.28 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.5 | $104M | 150k | 690.84 | |
| Zillow Group Cl C Cap Stk (Z) | 2.4 | $101M | 829k | 122.22 | |
| Snap Cl A (SNAP) | 2.4 | $101M | 1.5M | 68.14 | |
| Sunrun (RUN) | 2.2 | $95M | 1.7M | 55.78 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 2.1 | $87M | 3.2M | 27.71 | |
| Lamar Advertising Cl A (LAMR) | 2.0 | $85M | 818k | 104.42 | |
| Metropcs Communications (TMUS) | 2.0 | $84M | 580k | 144.83 | |
| Atlassian Corp Cl A | 2.0 | $83M | 323k | 256.86 | |
| Kanzhun Sponsored Ads (BZ) | 1.8 | $75M | 1.9M | 39.65 | |
| Pinduoduo Sponsored Ads (PDD) | 1.7 | $74M | 579k | 127.02 | |
| Netease Sponsored Ads (NTES) | 1.2 | $52M | 453k | 115.25 | |
| Ironsource Cl A Ord Shs | 1.2 | $52M | 4.9M | 10.50 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.1 | $47M | 977k | 47.68 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 1.1 | $47M | 2.2M | 20.79 | |
| Conx Corp Com Cl A (CONX) | 0.9 | $39M | 4.0M | 9.86 | |
| Coupang Cl A (CPNG) | 0.7 | $29M | 700k | 41.82 | |
| Zai Lab Adr (ZLAB) | 0.5 | $19M | 109k | 176.99 | |
| Uipath Cl A (PATH) | 0.4 | $17M | 250k | 67.93 | |
| Biogen Idec (BIIB) | 0.4 | $17M | 49k | 346.27 | |
| Compass Cl A (COMP) | 0.4 | $16M | 1.3M | 13.14 | |
| Lead Edge Growth Oprtunts Lt Unit 04/01/2026 | 0.4 | $15M | 1.5M | 10.00 | |
| Confluent Class A Com (CFLT) | 0.3 | $14M | 300k | 47.50 | |
| Sentinelone Cl A (S) | 0.3 | $13M | 300k | 42.50 | |
| Agora Ads (API) | 0.3 | $12M | 296k | 41.96 | |
| Rlx Technology Sponsored Ads (RLX) | 0.3 | $12M | 1.4M | 8.73 | |
| Activision Blizzard | 0.3 | $11M | 119k | 95.44 | |
| Zhihu Ads (ZH) | 0.2 | $11M | 775k | 13.56 | |
| Ye Cl A (YELP) | 0.2 | $8.9M | 222k | 39.96 | |
| Procore Technologies (PCOR) | 0.2 | $6.8M | 72k | 94.95 | |
| Biontech Se Sponsored Ads (BNTX) | 0.1 | $6.3M | 28k | 223.89 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $1.4M | 1.0M | 1.35 | |
| Didi Global Sponsored Ads (DIDIY) | 0.0 | $1.1M | 75k | 14.15 |
