Jericho Capital Asset Management

Jericho Capital Asset Management as of Dec. 31, 2021

Portfolio Holdings for Jericho Capital Asset Management

Jericho Capital Asset Management holds 29 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dish Network Corporation Cl A 8.9 $243M 7.5M 32.44
Palo Alto Networks (PANW) 8.4 $230M 413k 556.76
Micron Technology (MU) 7.9 $215M 2.3M 93.15
Advanced Micro Devices (AMD) 7.2 $198M 1.4M 143.90
Uber Technologies (UBER) 7.1 $194M 4.6M 41.93
Comcast Corp Cl A (CMCSA) 6.5 $178M 3.5M 50.33
Li Auto Sponsored Ads (LI) 6.3 $171M 5.3M 32.10
Marvell Technology (MRVL) 5.8 $158M 1.8M 87.49
Endeavor Group Hldgs Cl A Com (EDR) 5.0 $136M 3.9M 34.89
Caesars Entertainment (CZR) 4.7 $127M 1.4M 93.53
Xpeng Ads (XPEV) 4.4 $121M 2.4M 50.33
Asml Holding N V N Y Registry Shs (ASML) 4.3 $118M 148k 796.14
Intuit (INTU) 3.7 $100M 156k 643.22
Kanzhun Sponsored Ads (BZ) 3.4 $93M 2.7M 34.88
NVIDIA Corporation (NVDA) 3.1 $86M 291k 294.11
Affirm Hldgs Com Cl A (AFRM) 3.0 $81M 803k 100.56
Six Flags Entertainment (SIX) 2.5 $68M 1.6M 42.58
Sea Sponsord Ads (SE) 2.3 $61M 275k 223.71
Bilibili Spons Ads Rep Z (BILI) 1.7 $46M 1.0M 46.40
Conx Corp Com Cl A (CONX) 1.4 $39M 4.0M 9.82
Lead Edge Growth Oprtunts Lt Unit 04/01/2026 0.5 $15M 1.5M 9.95
Doordash Cl A (DASH) 0.5 $14M 96k 148.90
Wolfspeed (WOLF) 0.3 $9.2M 82k 111.77
Netease Sponsored Ads (NTES) 0.2 $6.0M 59k 101.78
Zai Lab Adr (ZLAB) 0.2 $5.3M 85k 62.85
Ironsource Cl A Ord Shs 0.2 $5.0M 650k 7.74
Archer Aviation Com Cl A (ACHR) 0.2 $4.5M 750k 6.04
Ferroglobe SHS (GSM) 0.2 $4.3M 694k 6.21
Conx Corp *w Exp 10/30/202 (CONXW) 0.0 $860k 1.0M 0.86