Jericho Capital Asset Management as of June 30, 2022
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 | 1.5M | 113.68 | |
| Li Auto Sponsored Ads (LI) | 7.5 | $120M | 3.1M | 38.31 | |
| Las Vegas Sands (LVS) | 7.5 | $120M | 3.6M | 33.59 | |
| Amazon (AMZN) | 7.3 | $117M | 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 | 656k | 148.03 | |
| Check Point Software Tech Lt Ord (CHKP) | 5.7 | $91M | 748k | 121.78 | |
| Servicenow (NOW) | 5.4 | $87M | 182k | 475.52 | |
| Kanzhun Sponsored Ads (BZ) | 5.4 | $86M | 3.3M | 26.28 | |
| Palo Alto Networks (PANW) | 4.2 | $67M | 136k | 493.94 | |
| Datadog Cl A Com (DDOG) | 3.8 | $60M | 628k | 95.24 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 3.7 | $60M | 2.9M | 20.56 | |
| Monday SHS (MNDY) | 3.7 | $60M | 577k | 103.16 | |
| Advanced Micro Devices (AMD) | 3.7 | $59M | 775k | 76.47 | |
| Sea Sponsord Ads (SE) | 2.7 | $44M | 651k | 66.86 | |
| Ke Hldgs Sponsored Ads (BEKE) | 2.7 | $43M | 2.4M | 17.95 | |
| Conx Corp Com Cl A (CONX) | 2.5 | $40M | 4.0M | 9.88 | |
| Caesars Entertainment (CZR) | 2.4 | $38M | 1.0M | 38.30 | |
| Electronic Arts (EA) | 2.0 | $33M | 267k | 121.65 | |
| Jfrog Ord Shs (FROG) | 1.7 | $27M | 1.3M | 21.07 | |
| Braze Com Cl A (BRZE) | 1.6 | $25M | 688k | 36.23 | |
| Jd.com Spon Adr Cl A (JD) | 1.5 | $25M | 383k | 64.22 | |
| Lead Edge Growth Oprtunts Lt | 0.9 | $15M | 1.5M | 9.79 | |
| Nio Spon Ads (NIO) | 0.3 | $5.3M | 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 | 0.0 | $75k | 375k | 0.20 |
