Jericho Capital Asset Management as of March 31, 2023
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 28 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 15.4 | $371M | 3.6M | 102.18 | |
| Netflix (NFLX) | 10.0 | $241M | 699k | 345.48 | |
| Meta Platforms Cl A (META) | 8.8 | $211M | 997k | 211.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.3 | $176M | 1.7M | 103.73 | |
| Advanced Micro Devices (AMD) | 5.1 | $123M | 1.3M | 98.01 | |
| Six Flags Entertainment (SIX) | 4.0 | $96M | 3.6M | 26.71 | |
| On Hldg Namen Akt A (ONON) | 3.6 | $86M | 2.8M | 31.03 | |
| NVIDIA Corporation (NVDA) | 3.5 | $85M | 305k | 277.77 | |
| Okta Cl A (OKTA) | 3.3 | $81M | 934k | 86.24 | |
| stock | 3.3 | $80M | 835k | 95.88 | |
| Alteryx Com Cl A | 3.3 | $80M | 1.4M | 58.84 | |
| Clarivate Ord Shs (CLVT) | 3.3 | $79M | 8.4M | 9.39 | |
| Cadence Design Systems (CDNS) | 3.0 | $73M | 346k | 210.09 | |
| Monday SHS (MNDY) | 3.0 | $72M | 503k | 142.75 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $68M | 176k | 385.37 | |
| Lam Research Corporation (LRCX) | 2.8 | $67M | 127k | 530.12 | |
| Block Cl A (SQ) | 2.6 | $63M | 913k | 68.65 | |
| MercadoLibre (MELI) | 2.6 | $62M | 47k | 1318.06 | |
| Draftkings Com Cl A (DKNG) | 2.5 | $59M | 3.1M | 19.36 | |
| Revance Therapeutics (RVNC) | 1.9 | $46M | 1.4M | 32.21 | |
| Conx Corp Com Cl A (CONX) | 1.7 | $41M | 4.0M | 10.15 | |
| Kanzhun Sponsored Ads (BZ) | 1.3 | $31M | 1.6M | 19.03 | |
| Jfrog Ord Shs (FROG) | 1.3 | $31M | 1.6M | 19.70 | |
| Rapid7 (RPD) | 1.1 | $27M | 589k | 45.91 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 1.1 | $26M | 1.1M | 23.93 | |
| Braze Com Cl A (BRZE) | 1.0 | $23M | 667k | 34.57 | |
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.5 | $12M | 1.1M | 11.07 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $181k | 1.0M | 0.18 |
