Jericho Capital Asset Management as of Dec. 31, 2022
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 23 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 18.3 | $247M | 2.8M | 88.09 | |
| Netflix (NFLX) | 15.3 | $206M | 699k | 294.88 | |
| Elastic N V Ord Shs (ESTC) | 8.6 | $116M | 2.2M | 51.50 | |
| Marvell Technology (MRVL) | 7.3 | $99M | 2.7M | 37.04 | |
| Las Vegas Sands (LVS) | 6.0 | $80M | 1.7M | 48.07 | |
| Six Flags Entertainment (SIX) | 6.0 | $80M | 3.5M | 23.25 | |
| Flex Ord (FLEX) | 5.6 | $75M | 3.5M | 21.46 | |
| Monday SHS (MNDY) | 4.5 | $61M | 503k | 122.00 | |
| MercadoLibre (MELI) | 4.3 | $59M | 69k | 846.24 | |
| Alteryx Com Cl A | 4.1 | $55M | 1.1M | 50.67 | |
| Conx Corp Com Cl A (CONX) | 3.0 | $40M | 4.0M | 9.96 | |
| Five9 (FIVN) | 2.4 | $33M | 483k | 67.86 | |
| Rapid7 (RPD) | 2.2 | $29M | 857k | 33.98 | |
| Jfrog Ord Shs (FROG) | 1.9 | $26M | 1.2M | 21.33 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 1.8 | $24M | 1.1M | 22.54 | |
| Mobileye Global Common Class A (MBLY) | 1.7 | $22M | 637k | 35.06 | |
| Ambarella SHS (AMBA) | 1.7 | $22M | 271k | 82.23 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 1.6 | $21M | 608k | 34.82 | |
| Tal Education Group Sponsored Ads (TAL) | 1.5 | $21M | 2.9M | 7.05 | |
| Revance Therapeutics (RVNC) | 1.3 | $17M | 936k | 18.46 | |
| Lead Edge Growth Oprtunts Lt | 1.1 | $15M | 1.5M | 10.07 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $150k | 1.0M | 0.15 | |
| Lead Edge Growth Oprtunts Lt *w Exp 04/01/202 | 0.0 | $19k | 375k | 0.05 |
