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 |