Jericho Capital Asset Management
Latest statistics and disclosures from Jericho Capital Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BABA, LI, LVS, AMZN, ESTC, and represent 39.87% of Jericho Capital Asset Management's stock portfolio.
- Added to shares of these 10 stocks: BABA (+$169M), LVS (+$120M), AMZN (+$117M), NXPI (+$97M), NOW (+$87M), DDOG (+$60M), AMD (+$59M), SE (+$44M), BEKE (+$43M), CZR (+$38M).
- Started 17 new stock positions in DDOG, LEGA, JD, FROG, SE, AMD, AMZN, EA, NXPI, LVS. BEKE, NIO, BABA, BRZE, LEGAW, NOW, CZR.
- Reduced shares in these 10 stocks: MRVL (-$166M), , , TER (-$110M), LI (-$99M), FOXA (-$82M), PYPL (-$77M), , BZ (-$66M), PLTR (-$60M).
- Sold out of its positions in ACHR, DISH, DASH, FOXA, MRVL, PLTR, PYPL, SIX, SNOW, TER. TSLA, LEGAU.
- Jericho Capital Asset Management was a net seller of stock by $-213M.
- Jericho Capital Asset Management has $1.6B in assets under management (AUM), dropping by -14.27%.
- Central Index Key (CIK): 0001525234
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Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 26 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 10.6 | $169M | NEW | 1.5M | 113.68 | |
| Li Auto Sponsored Ads (LI) | 7.5 | $120M | -45% | 3.1M | 38.31 | |
| Las Vegas Sands (LVS) | 7.5 | $120M | NEW | 3.6M | 33.59 | |
| Amazon (AMZN) | 7.3 | $117M | NEW | 1.1M | 106.21 | |
| Elastic N V Ord Shs (ESTC) | 6.9 | $109M | 1.6M | 67.67 | ||
| Nxp Semiconductors N V (NXPI) | 6.1 | $97M | NEW | 656k | 148.03 | |
| Check Point Software Tech Lt Ord (CHKP) | 5.7 | $91M | -15% | 748k | 121.78 | |
| Servicenow (NOW) | 5.4 | $87M | NEW | 182k | 475.52 | |
| Kanzhun Sponsored Ads (BZ) | 5.4 | $86M | -43% | 3.3M | 26.28 | |
| Palo Alto Networks (PANW) | 4.2 | $67M | -37% | 136k | 493.94 | |
| Datadog Cl A Com (DDOG) | 3.8 | $60M | NEW | 628k | 95.24 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 3.7 | $60M | -22% | 2.9M | 20.56 | |
| Monday SHS (MNDY) | 3.7 | $60M | +47% | 577k | 103.16 | |
| Advanced Micro Devices (AMD) | 3.7 | $59M | NEW | 775k | 76.47 | |
| Sea Sponsord Ads (SE) | 2.7 | $44M | NEW | 651k | 66.86 | |
| Ke Hldgs Sponsored Ads (BEKE) | 2.7 | $43M | NEW | 2.4M | 17.95 | |
| Conx Corp Com Cl A (CONX) | 2.5 | $40M | 4.0M | 9.88 | ||
| Caesars Entertainment (CZR) | 2.4 | $38M | NEW | 1.0M | 38.30 | |
| Electronic Arts (EA) | 2.0 | $33M | NEW | 267k | 121.65 | |
| Jfrog Ord Shs (FROG) | 1.7 | $27M | NEW | 1.3M | 21.07 | |
| Braze Com Cl A (BRZE) | 1.6 | $25M | NEW | 688k | 36.23 | |
| Jd.com Spon Adr Cl A (JD) | 1.5 | $25M | NEW | 383k | 64.22 | |
| Lead Edge Growth Oprtunts Lt (LEGA) | 0.9 | $15M | NEW | 1.5M | 9.79 | |
| Nio Spon Ads (NIO) | 0.3 | $5.3M | NEW | 243k | 21.72 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $165k | 1.0M | 0.17 | ||
| Lead Edge Growth Oprtunts Lt *w Exp 04/01/202 (LEGAW) | 0.0 | $75k | NEW | 375k | 0.20 |
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 Q2 filed Aug. 15, 2022
- 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