Jericho Capital Asset Management L.P. Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$3.8T
Holdings
53
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISHDISH NETWORK CORPORATION | 7,113,213 | $257.5B | 6.80% | |
| 2 | TWLOTWILIO INC | 542,649 | $184.9B | 4.89% | |
| 3 | EXPEEXPEDIA GROUP INC | 949,208 | $163.4B | 4.32% | |
| 4 | GOOGLALPHABET INC | 77,000 | $158.8B | 4.20% | |
| 5 | ABNBAIRBNB INC | 837,500 | $157.4B | 4.16% | |
| 6 | BILIBILIBILI INC | 1,250,000 | $133.8B | 3.54% | |
| 7 | SESEA LTD | 531,600 | $118.7B | 3.14% | |
| 8 | CCLCARNIVAL CORP | 4,394,166 | $116.6B | 3.08% | |
| 9 | PYPLPAYPAL HLDGS INC | 478,375 | $116.2B | 3.07% | |
| 10 | NOWSERVICENOW INC | 218,235 | $109.1B | 2.88% | |
| 11 | ZZILLOW GROUP INC | 829,329 | $107.5B | 2.84% | |
| 12 | WYNNWYNN RESORTS LTD | 838,000 | $105.1B | 2.78% | |
| 13 | BIDUNBAIDU INC | 448,000 | $97.5B | 2.58% | |
| 14 | PDDPINDUODUO INC | 718,953 | $96.3B | 2.54% | |
| 15 | LILI AUTO INC | 3,750,001 | $93.8B | 2.48% | |
| 16 | BFHALLIANCE DATA SYSTEMS CORP | 825,889 | $92.6B | 2.45% | |
| 17 | ASMLASML HOLDING N V | 148,000 | $91.4B | 2.41% | |
| 18 | CZRCAESARS ENTERTAINMENT INC NE | 1,027,866 | $89.9B | 2.38% | |
| 19 | SNAPSNAP INC | 1,716,367 | $89.7B | 2.37% | |
| 20 | SIXEURSIX FLAGS ENTMT CORP NEW | 1,912,578 | $88.9B | 2.35% | |
| 21 | INTCINTEL CORP | 1,380,966 | $88.4B | 2.34% | |
| 22 | LVSLAS VEGAS SANDS CORP | 1,298,859 | $78.9B | 2.09% | |
| 23 | TEAMATLASSIAN CORP PLC | 373,000 | $78.6B | 2.08% | |
| 24 | MTNVAIL RESORTS INC | 262,000 | $76.4B | 2.02% | |
| 25 | ONON SEMICONDUCTOR CORP | 1,758,487 | $73.2B | 1.93% | |
| 26 | SMARGBPSMARTSHEET INC | 1,130,000 | $72.2B | 1.91% | |
| 27 | ZEN1EURZENDESK INC | 512,085 | $67.9B | 1.79% | |
| 28 | MUMICRON TECHNOLOGY INC | 737,000 | $65.0B | 1.72% | |
| 29 | PLANUSDANAPLAN INC | 1,136,437 | $61.2B | 1.62% | |
| 30 | TALTAL EDUCATION GROUP | 1,119,000 | $60.3B | 1.59% | |
| 31 | INTUINTUIT | 155,481 | $59.6B | 1.57% | |
| 32 | ACMRACM RESEARCH INC | 710,102 | $57.4B | 1.52% | |
| 33 | AALAMERICAN AIRLS GROUP INC | 2,133,418 | $51.0B | 1.35% | |
| 34 | FOURSHIFT4 PMTS INC | 611,019 | $50.1B | 1.32% | |
| 35 | VNET21VIANET GROUP INC | 1,504,185 | $48.6B | 1.28% | |
| 36 | LAMRLAMAR ADVERTISING CO NEW | 511,000 | $48.0B | 1.27% | |
| 37 | —CONX CORP | 4,000,000 | $39.9B | 1.05% | |
| 38 | TMETENCENT MUSIC ENTMT GROUP | 1,741,000 | $35.7B | 0.94% | |
| 39 | —QUALTRICS INTL INC | 996,000 | $32.8B | 0.87% | |
| 40 | —MCAFEE CORP | 1,400,000 | $31.8B | 0.84% | |
| 41 | MNSOMINISO GROUP HLDG LTD | 765,000 | $18.4B | 0.49% | |
| 42 | —LEAD EDGE GROWTH OPRTUNTS LT | 1,500,000 | $15.0B | 0.40% | |
| 43 | APIAGORA INC | 296,000 | $14.9B | 0.39% | |
| 44 | —THOMA BRAVO ADVANTAGE | 1,408,486 | $14.7B | 0.39% | |
| 45 | ZLABZAI LAB LTD | 109,000 | $14.5B | 0.38% | |
| 46 | ZHZHIHU INC | 1,550,000 | $12.6B | 0.33% | |
| 47 | FUTUFUTU HLDGS LTD | 74,000 | $11.8B | 0.31% | |
| 48 | HTHTHUAZHU GROUP LTD | 143,000 | $7.9B | 0.21% | |
| 49 | NBPI MAB | 149,000 | $7.2B | 0.19% | |
| 50 | TUYATUYA INC | 327,000 | $6.9B | 0.18% | |
| 51 | UBERUBER TECHNOLOGIES INC | 125,155 | $6.8B | 0.18% | |
| 52 | RLXRLX TECHNOLOGY INC | 653,000 | $6.8B | 0.18% | |
| 53 | CNXXWCONX CORP | 1,000,000 | $1.2B | 0.03% |