Jericho Capital Asset Management as of Dec. 31, 2020
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 54 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 8.2 | $349M | 1.9M | 181.18 | |
| Dish Network Corporation Cl A | 5.4 | $230M | 7.1M | 32.34 | |
| ON Semiconductor (ON) | 4.5 | $190M | 5.8M | 32.73 | |
| Zillow Group Cl C Cap Stk (Z) | 4.4 | $189M | 1.5M | 129.80 | |
| Expedia Group Com New (EXPE) | 3.8 | $163M | 1.2M | 132.40 | |
| Stoneco Com Cl A (STNE) | 3.8 | $161M | 1.9M | 83.92 | |
| Metropcs Communications (TMUS) | 3.3 | $142M | 1.1M | 134.85 | |
| Paypal Holdings (PYPL) | 3.3 | $142M | 606k | 234.20 | |
| Uber Technologies (UBER) | 3.1 | $130M | 2.6M | 51.00 | |
| Micron Technology (MU) | 2.8 | $120M | 1.6M | 75.18 | |
| Pinduoduo Sponsored Ads (PDD) | 2.8 | $118M | 663k | 177.67 | |
| Li Auto Sponsored Ads (LI) | 2.5 | $108M | 3.8M | 28.83 | |
| Bilibili Spons Ads Rep Z (BILI) | 2.5 | $107M | 1.3M | 85.72 | |
| Twilio Cl A (TWLO) | 2.4 | $103M | 305k | 338.50 | |
| Sea Sponsord Ads (SE) | 2.3 | $96M | 484k | 199.05 | |
| Vail Resorts (MTN) | 2.2 | $92M | 331k | 278.96 | |
| Intuit (INTU) | 2.2 | $92M | 242k | 379.85 | |
| Caesars Entertainment (CZR) | 2.2 | $92M | 1.2M | 74.27 | |
| Sunrun (RUN) | 2.0 | $84M | 1.2M | 69.38 | |
| 21vianet Group Sponsored Ads A (VNET) | 1.8 | $76M | 2.2M | 34.69 | |
| Advanced Micro Devices (AMD) | 1.8 | $76M | 827k | 91.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $75M | 43k | 1752.64 | |
| Atlassian Corp Cl A | 1.8 | $75M | 319k | 233.87 | |
| Nio Spon Ads (NIO) | 1.7 | $73M | 1.5M | 48.74 | |
| Pinterest Cl A (PINS) | 1.6 | $69M | 1.1M | 65.90 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.6 | $68M | 139k | 487.72 | |
| Anaplan | 1.6 | $68M | 943k | 71.85 | |
| Jd.com Spon Adr Cl A (JD) | 1.5 | $66M | 747k | 87.90 | |
| Six Flags Entertainment (SIX) | 1.5 | $65M | 1.9M | 34.10 | |
| Match Group (MTCH) | 1.5 | $63M | 417k | 151.19 | |
| Servicenow (NOW) | 1.4 | $61M | 111k | 550.43 | |
| Outfront Media (OUT) | 1.4 | $59M | 3.0M | 19.56 | |
| LivePerson (LPSN) | 1.2 | $51M | 816k | 62.23 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.2 | $50M | 1.2M | 40.21 | |
| Hldgs (UAL) | 1.1 | $48M | 1.1M | 43.25 | |
| Flex Ord (FLEX) | 1.1 | $47M | 2.6M | 17.98 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 1.1 | $45M | 1.7M | 26.39 | |
| Conx Corp Unit 10/30/2027 (CONXU) | 1.0 | $42M | 4.0M | 10.45 | |
| Avalara | 0.9 | $38M | 233k | 164.89 | |
| Fireeye | 0.8 | $36M | 1.5M | 23.06 | |
| Snowflake Cl A (SNOW) | 0.8 | $35M | 124k | 281.40 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 0.8 | $35M | 1.5M | 22.82 | |
| Shift4 Pmts Cl A (FOUR) | 0.7 | $32M | 419k | 75.40 | |
| Tenable Hldgs (TENB) | 0.7 | $31M | 593k | 52.26 | |
| Autodesk (ADSK) | 0.7 | $31M | 100k | 305.34 | |
| Mcafee Corp Com Cl A | 0.6 | $23M | 1.4M | 16.69 | |
| Tesla Motors (TSLA) | 0.5 | $20M | 29k | 705.66 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $20M | 133k | 146.80 | |
| Zai Lab Adr (ZLAB) | 0.4 | $19M | 138k | 135.34 | |
| Activision Blizzard | 0.3 | $12M | 129k | 92.85 | |
| Tal Education Group Sponsored Ads (TAL) | 0.3 | $12M | 167k | 71.51 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.2 | $8.2M | 87k | 93.64 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.1 | $5.7M | 203k | 28.16 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.1 | $4.5M | 73k | 61.53 |
