Jericho Capital Asset Management L.P. Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$1.2T
Holdings
26
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATVIEURACTIVISION BLIZZARD INC | 2,889,371 | $171.9B | 13.82% | |
| 2 | CTXSEURCITRIX SYS INC | 980,850 | $138.8B | 11.16% | |
| 3 | AMZNAMAZON COM INC | 64,308 | $125.4B | 10.08% | |
| 4 | TMUST MOBILE US INC | 1,321,126 | $110.8B | 8.91% | |
| 5 | NETCLOUDFLARE INC | 3,058,272 | $71.8B | 5.77% | |
| 6 | —MELLANOX TECHNOLOGIES LTD | 444,000 | $53.9B | 4.33% | |
| 7 | DOCUDOCUSIGN INC | 557,861 | $51.5B | 4.14% | |
| 8 | EQIXEQUINIX INC | 80,348 | $50.2B | 4.03% | |
| 9 | —GCI LIBERTY INC | 880,120 | $50.1B | 4.03% | |
| 10 | INTCINTEL CORP | 912,425 | $49.4B | 3.97% | |
| 11 | NVDANVIDIA CORP | 185,043 | $48.8B | 3.92% | |
| 12 | CRWDCROWDSTRIKE HLDGS INC | 693,441 | $38.6B | 3.10% | |
| 13 | GDDYGODADDY INC | 627,000 | $35.8B | 2.88% | |
| 14 | UBERUBER TECHNOLOGIES INC | 1,157,685 | $32.3B | 2.60% | |
| 15 | VNET21VIANET GROUP INC | 1,951,962 | $27.1B | 2.18% | |
| 16 | BILIBILIBILI INC | 1,148,539 | $26.9B | 2.16% | |
| 17 | EBAEBAY INC | 800,000 | $24.0B | 1.93% | |
| 18 | TEAMATLASSIAN CORP PLC | 172,942 | $23.7B | 1.91% | |
| 19 | SESEA LTD | 475,754 | $21.1B | 1.69% | |
| 20 | RNGRINGCENTRAL INC | 91,910 | $19.5B | 1.57% | |
| 21 | JDJD COM INC | 468,309 | $19.0B | 1.52% | |
| 22 | GDSGDS HLDGS LTD | 280,191 | $16.2B | 1.31% | |
| 23 | —GRUBHUB INC | 373,377 | $15.2B | 1.22% | |
| 24 | PDDPINDUODUO INC | 354,275 | $12.8B | 1.03% | |
| 25 | STAASTAAR SURGICAL CO | 209,982 | $6.8B | 0.54% | |
| 26 | GILDGILEAD SCIENCES INC | 29,000 | $2.2B | 0.17% |