Jericho Capital Asset Management
Latest statistics and disclosures from Jericho Capital Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MRVL, TSLA, LI, ESTC, BZ, and represent 40.78% of Jericho Capital Asset Management's stock portfolio.
- Added to shares of these 10 stocks: TSLA (+$157M), ESTC (+$144M), CHKP (+$123M), TER (+$110M), FOXA (+$82M), PYPL (+$77M), BZ (+$77M), MNDY (+$62M), PLTR (+$60M), DASH (+$46M).
- Started 9 new stock positions in TSLA, PYPL, TER, PLTR, CHKP, SNOW, ESTC, MNDY, FOXA.
- Reduced shares in these 10 stocks: MU (-$215M), AMD (-$198M), UBER (-$194M), , CZR (-$127M), PANW (-$122M), XPEV (-$121M), , DISH (-$103M), INTU (-$100M).
- Sold out of its positions in AMD, AFRM, BILI, CZR, CMCSA, INTU, MU, NTES, NVDA, SE. UBER, WOLF, XPEV, ZLAB, GSM, IS, ASML.
- Jericho Capital Asset Management was a net seller of stock by $-777M.
- Jericho Capital Asset Management has $1.9B in assets under management (AUM), dropping by -31.84%.
- Central Index Key (CIK): 0001525234
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Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 21 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Marvell Technology (MRVL) | 8.9 | $166M | +28% | 2.3M | 71.71 | |
| Tesla Motors (TSLA) | 8.4 | $157M | NEW | 146k | 1077.60 | |
| Li Auto Sponsored Ads (LI) | 8.0 | $148M | +7% | 5.7M | 25.81 | |
| Elastic N V Ord Shs (ESTC) | 7.7 | $144M | NEW | 1.6M | 88.95 | |
| Kanzhun Sponsored Ads (BZ) | 7.7 | $143M | +114% | 5.7M | 24.91 | |
| Palo Alto Networks (PANW) | 7.3 | $135M | -47% | 217k | 622.51 | |
| Dish Network Corporation Cl A (DISH) | 7.2 | $133M | -43% | 4.2M | 31.65 | |
| Check Point Software Tech Lt Ord (CHKP) | 6.6 | $123M | NEW | 887k | 138.26 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 5.9 | $110M | -4% | 3.7M | 29.52 | |
| Teradyne (TER) | 5.9 | $110M | NEW | 931k | 118.23 | |
| Fox Corp Cl A Com (FOXA) | 4.4 | $82M | NEW | 2.1M | 39.45 | |
| Paypal Holdings (PYPL) | 4.1 | $77M | NEW | 664k | 115.65 | |
| Six Flags Entertainment (SIX) | 3.7 | $70M | 1.6M | 43.50 | ||
| Monday SHS (MNDY) | 3.3 | $62M | NEW | 392k | 158.07 | |
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| Palantir Technologies Cl A (PLTR) | 3.2 | $60M | NEW | 4.4M | 13.73 | |
| Doordash Cl A (DASH) | 3.1 | $57M | +410% | 489k | 117.19 | |
| Conx Corp Com Cl A (CONX) | 2.1 | $39M | 4.0M | 9.85 | ||
| Snowflake Cl A (SNOW) | 1.3 | $24M | NEW | 105k | 229.13 | |
| Lead Edge Growth Oprtunts Lt Unit 04/01/2026 (LEGAU) | 0.8 | $15M | 1.5M | 9.86 | ||
| Archer Aviation Com Cl A (ACHR) | 0.2 | $3.6M | 750k | 4.81 | ||
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $433k | 1.0M | 0.43 | ||
Past Filings by Jericho Capital Asset Management
SEC 13F filings are viewable for Jericho Capital Asset Management going back to 2011
- Jericho Capital Asset Management 2022 Q1 filed May 16, 2022
- Jericho Capital Asset Management 2021 Q4 filed Feb. 14, 2022
- Jericho Capital Asset Management 2021 Q3 filed Nov. 15, 2021
- Jericho Capital Asset Management 2021 Q2 filed Aug. 16, 2021
- Jericho Capital Asset Management 2021 Q1 filed May 17, 2021
- Jericho Capital Asset Management 2020 Q4 filed Feb. 16, 2021
- Jericho Capital Asset Management 2020 Q3 filed Nov. 16, 2020
- Jericho Capital Asset Management 2020 Q2 filed Aug. 14, 2020
- Jericho Capital Asset Management 2020 Q1 filed May 15, 2020
- Jericho Capital Asset Management 2019 Q4 filed Feb. 14, 2020
- Jericho Capital Asset Management 2019 Q3 filed Nov. 14, 2019
- Jericho Capital Asset Management 2019 Q2 filed Aug. 14, 2019
- Jericho Capital Asset Management 2019 Q1 filed May 15, 2019
- Jericho Capital Asset Management 2018 Q4 filed Feb. 14, 2019
- Jericho Capital Asset Management 2018 Q3 filed Nov. 14, 2018
- Jericho Capital Asset Management 2018 Q2 filed Aug. 14, 2018