Jericho Capital Asset Management as of Sept. 30, 2022
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 24 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 13.4 | $211M | 898k | 235.44 | |
| 11.3 | $178M | 4.1M | 43.84 | ||
| MercadoLibre (MELI) | 8.8 | $139M | 167k | 827.78 | |
| Elastic N V Ord Shs (ESTC) | 8.6 | $136M | 1.9M | 71.74 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 8.1 | $128M | 1.6M | 79.99 | |
| Activision Blizzard | 6.6 | $104M | 1.4M | 74.34 | |
| Marvell Technology (MRVL) | 4.9 | $78M | 1.8M | 42.91 | |
| The Trade Desk Com Cl A (TTD) | 4.4 | $70M | 1.2M | 59.75 | |
| Six Flags Entertainment (SIX) | 4.1 | $65M | 3.7M | 17.70 | |
| Palo Alto Networks (PANW) | 3.9 | $62M | 378k | 163.79 | |
| Flex Ord (FLEX) | 3.7 | $59M | 3.5M | 16.66 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 3.7 | $58M | 2.9M | 20.26 | |
| Advanced Micro Devices (AMD) | 3.6 | $56M | 887k | 63.36 | |
| Monday SHS (MNDY) | 3.3 | $52M | 462k | 113.34 | |
| Conx Corp Com Cl A (CONX) | 2.5 | $40M | 4.0M | 9.99 | |
| Workday Cl A (WDAY) | 2.2 | $35M | 232k | 152.22 | |
| Braze Com Cl A (BRZE) | 1.8 | $29M | 826k | 34.83 | |
| Jfrog Ord Shs (FROG) | 1.7 | $27M | 1.2M | 22.11 | |
| Revance Therapeutics (RVNC) | 1.2 | $19M | 714k | 27.00 | |
| Lead Edge Growth Oprtunts Lt | 0.9 | $15M | 1.5M | 9.90 | |
| Trip Com Group Ads (TCOM) | 0.6 | $9.3M | 339k | 27.31 | |
| Nio Spon Ads (NIO) | 0.4 | $6.5M | 409k | 15.77 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $80k | 1.0M | 0.08 | |
| Lead Edge Growth Oprtunts Lt *w Exp 04/01/202 | 0.0 | $22k | 375k | 0.06 |
