Jericho Capital Asset Management as of June 30, 2023
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 22 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Activision Blizzard | 14.8 | $379M | 4.5M | 84.30 | |
| Metropcs Communications (TMUS) | 13.1 | $334M | 2.4M | 138.90 | |
| Cadence Design Systems (CDNS) | 9.8 | $250M | 1.1M | 234.52 | |
| Netflix (NFLX) | 7.1 | $182M | 412k | 440.49 | |
| NVIDIA Corporation (NVDA) | 6.5 | $166M | 392k | 423.02 | |
| Meta Platforms Cl A (META) | 6.5 | $165M | 576k | 286.98 | |
| Advanced Micro Devices (AMD) | 5.6 | $143M | 1.3M | 113.91 | |
| Draftkings Com Cl A (DKNG) | 5.3 | $136M | 5.1M | 26.57 | |
| Live Nation Entertainment (LYV) | 4.9 | $125M | 1.4M | 91.11 | |
| Microsoft Corporation (MSFT) | 3.2 | $81M | 237k | 340.54 | |
| stock | 3.1 | $80M | 751k | 106.09 | |
| Palantir Technologies Cl A (PLTR) | 3.0 | $77M | 5.0M | 15.33 | |
| MercadoLibre (MELI) | 2.9 | $73M | 62k | 1184.60 | |
| Six Flags Entertainment (SIX) | 2.7 | $69M | 2.7M | 25.98 | |
| Monday SHS (MNDY) | 2.7 | $69M | 400k | 171.22 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $56M | 113k | 488.99 | |
| Lam Research Corporation (LRCX) | 1.5 | $38M | 59k | 642.86 | |
| Digital Realty Trust (DLR) | 1.5 | $38M | 333k | 113.87 | |
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 1.4 | $36M | 4.0M | 8.83 | |
| Lyft Cl A Com (LYFT) | 1.4 | $35M | 3.6M | 9.59 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 1.0 | $26M | 1.1M | 23.92 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $200k | 1.0M | 0.20 |
