Jericho Capital Asset Management as of March 31, 2022
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 | 2.3M | 71.71 | |
| Tesla Motors (TSLA) | 8.4 | $157M | 146k | 1077.60 | |
| Li Auto Sponsored Ads (LI) | 8.0 | $148M | 5.7M | 25.81 | |
| Elastic N V Ord Shs (ESTC) | 7.7 | $144M | 1.6M | 88.95 | |
| Kanzhun Sponsored Ads (BZ) | 7.7 | $143M | 5.7M | 24.91 | |
| Palo Alto Networks (PANW) | 7.3 | $135M | 217k | 622.51 | |
| Dish Network Corporation Cl A | 7.2 | $133M | 4.2M | 31.65 | |
| Check Point Software Tech Lt Ord (CHKP) | 6.6 | $123M | 887k | 138.26 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 5.9 | $110M | 3.7M | 29.52 | |
| Teradyne (TER) | 5.9 | $110M | 931k | 118.23 | |
| Fox Corp Cl A Com (FOXA) | 4.4 | $82M | 2.1M | 39.45 | |
| Paypal Holdings (PYPL) | 4.1 | $77M | 664k | 115.65 | |
| Six Flags Entertainment (SIX) | 3.7 | $70M | 1.6M | 43.50 | |
| Monday SHS (MNDY) | 3.3 | $62M | 392k | 158.07 | |
| Palantir Technologies Cl A (PLTR) | 3.2 | $60M | 4.4M | 13.73 | |
| Doordash Cl A (DASH) | 3.1 | $57M | 489k | 117.19 | |
| Conx Corp Com Cl A (CONX) | 2.1 | $39M | 4.0M | 9.85 | |
| Snowflake Cl A (SNOW) | 1.3 | $24M | 105k | 229.13 | |
| Lead Edge Growth Oprtunts Lt Unit 04/01/2026 | 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 |
