Jericho Capital Asset Management as of Sept. 30, 2021
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 42 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 11.2 | $409M | 853k | 479.00 | |
| Dish Network Corporation Cl A | 8.9 | $325M | 7.5M | 43.46 | |
| Advanced Micro Devices (AMD) | 5.5 | $201M | 2.0M | 102.90 | |
| Snap Cl A (SNAP) | 5.4 | $197M | 2.7M | 73.87 | |
| Doordash Cl A (DASH) | 5.2 | $189M | 918k | 205.98 | |
| Airbnb Com Cl A (ABNB) | 4.9 | $178M | 1.1M | 167.75 | |
| Sea Sponsord Ads (SE) | 4.6 | $169M | 532k | 318.73 | |
| Caesars Entertainment (CZR) | 4.2 | $155M | 1.4M | 112.28 | |
| Atlassian Corp Cl A | 3.5 | $126M | 323k | 391.42 | |
| Marvell Technology (MRVL) | 3.3 | $122M | 2.0M | 60.31 | |
| Li Auto Sponsored Ads (LI) | 3.3 | $122M | 4.6M | 26.29 | |
| Zoominfo Technologies Com Cl A (ZI) | 3.3 | $122M | 2.0M | 61.19 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.1 | $113M | 946k | 119.13 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.1 | $112M | 150k | 745.11 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 2.5 | $93M | 3.3M | 28.67 | |
| Lamar Advertising Cl A (LAMR) | 2.5 | $93M | 818k | 113.45 | |
| Intuit (INTU) | 2.4 | $89M | 166k | 539.51 | |
| Jd.com Spon Adr Cl A (JD) | 2.3 | $85M | 1.2M | 72.24 | |
| Kanzhun Sponsored Ads (BZ) | 2.2 | $81M | 2.3M | 35.99 | |
| Six Flags Entertainment (SIX) | 1.9 | $68M | 1.6M | 42.50 | |
| Bilibili Spons Ads Rep Z (BILI) | 1.8 | $66M | 1.0M | 66.17 | |
| Penn National Gaming (PENN) | 1.8 | $66M | 906k | 72.46 | |
| Sunrun (RUN) | 1.6 | $60M | 1.4M | 44.00 | |
| Ironsource Cl A Ord Shs | 1.5 | $56M | 5.1M | 10.87 | |
| Unity Software (U) | 1.5 | $55M | 433k | 126.25 | |
| NVIDIA Corporation (NVDA) | 1.4 | $52M | 250k | 207.16 | |
| Conx Corp Com Cl A (CONX) | 1.1 | $39M | 4.0M | 9.80 | |
| Netease Sponsored Ads (NTES) | 1.1 | $39M | 453k | 85.40 | |
| Acm Resh Com Cl A (ACMR) | 1.0 | $35M | 322k | 110.00 | |
| Five9 (FIVN) | 0.6 | $22M | 140k | 159.74 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 0.5 | $20M | 1.3M | 15.24 | |
| Uber Technologies (UBER) | 0.5 | $17M | 377k | 44.80 | |
| Sentinelone Cl A (S) | 0.4 | $16M | 300k | 53.57 | |
| Lead Edge Growth Oprtunts Lt Unit 04/01/2026 | 0.4 | $15M | 1.5M | 9.99 | |
| Zai Lab Adr (ZLAB) | 0.4 | $14M | 130k | 105.39 | |
| Ferroglobe SHS (GSM) | 0.3 | $12M | 1.4M | 8.70 | |
| Zhihu Ads (ZH) | 0.2 | $7.2M | 775k | 9.23 | |
| Archer Aviation Com Cl A (ACHR) | 0.2 | $6.7M | 750k | 8.88 | |
| Procore Technologies (PCOR) | 0.2 | $6.4M | 72k | 89.34 | |
| Pinduoduo Sponsored Ads (PDD) | 0.1 | $3.1M | 35k | 90.67 | |
| Agora Ads (API) | 0.1 | $3.1M | 107k | 29.00 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $1.2M | 1.0M | 1.15 |
