Jericho Capital Asset Management L.P. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$2.6T
Holdings
48
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISHDISH NETWORK CORPORATION | 6,779,984 | $234.0B | 9.16% | |
| 2 | ZZILLOW GROUP INC | 2,700,000 | $155.5B | 6.09% | |
| 3 | MSFTMICROSOFT CORP | 623,706 | $126.9B | 4.97% | |
| 4 | TMUST-MOBILE US INC | 1,210,000 | $126.0B | 4.93% | |
| 5 | CRWDCROWDSTRIKE HLDGS INC | 1,095,116 | $109.8B | 4.30% | |
| 6 | PYPLPAYPAL HLDGS INC | 592,773 | $103.3B | 4.04% | |
| 7 | DTDYNATRACE INC | 2,506,000 | $101.7B | 3.98% | |
| 8 | NIONIO INC | 11,723,281 | $90.5B | 3.54% | |
| 9 | RNGRINGCENTRAL INC | 308,601 | $88.0B | 3.44% | |
| 10 | ONON SEMICONDUCTOR CORP | 3,738,000 | $74.1B | 2.90% | |
| 11 | QRVOQORVO INC | 663,598 | $73.3B | 2.87% | |
| 12 | —GCI LIBERTY INC | 993,401 | $70.7B | 2.77% | |
| 13 | PENNPENN NATL GAMING INC | 2,248,685 | $68.7B | 2.69% | |
| 14 | SPLKCHFSPLUNK INC | 344,000 | $68.4B | 2.68% | |
| 15 | PINSPINTEREST INC | 2,848,593 | $63.2B | 2.47% | |
| 16 | CTXSEURCITRIX SYS INC | 412,990 | $61.1B | 2.39% | |
| 17 | PDDPINDUODUO INC | 706,407 | $60.6B | 2.37% | |
| 18 | KEYSKEYSIGHT TECHNOLOGIES INC | 600,000 | $60.5B | 2.37% | |
| 19 | DOCUDOCUSIGN INC | 337,913 | $58.2B | 2.28% | |
| 20 | NBISYANDEX N V | 1,155,000 | $57.8B | 2.26% | |
| 21 | JDJD.COM INC | 925,393 | $55.7B | 2.18% | |
| 22 | BILIBILIBILI INC | 1,174,831 | $54.4B | 2.13% | |
| 23 | MTNVAIL RESORTS INC | 295,000 | $53.7B | 2.10% | |
| 24 | OUTOUTFRONT MEDIA INC | 3,779,849 | $53.6B | 2.10% | |
| 25 | PEBPEBBLEBROOK HOTEL TR | 3,720,226 | $50.8B | 1.99% | |
| 26 | SESEA LTD | 439,000 | $47.1B | 1.84% | |
| 27 | WMGWARNER MUSIC GROUP CORP | 1,362,882 | $40.2B | 1.57% | |
| 28 | SIXEURSIX FLAGS ENTMT CORP NEW | 2,088,657 | $40.1B | 1.57% | |
| 29 | LPSNUSDLIVEPERSON INC | 966,000 | $40.0B | 1.57% | |
| 30 | GDSGDS HLDGS LTD | 500,063 | $39.8B | 1.56% | |
| 31 | FAFFIRST AMERN FINL CORP | 784,301 | $37.7B | 1.47% | |
| 32 | LAMRLAMAR ADVERTISING CO NEW | 531,775 | $35.5B | 1.39% | |
| 33 | UBERUBER TECHNOLOGIES INC | 882,195 | $27.4B | 1.07% | |
| 34 | VNET21VIANET GROUP INC | 702,780 | $16.8B | 0.66% | |
| 35 | ANGI1EURANGI HOMESERVICES INC | 1,305,390 | $15.9B | 0.62% | |
| 36 | WHWYNDHAM HOTELS & RESORTS INC | 343,630 | $14.6B | 0.57% | |
| 37 | STAYUSDEXTENDED STAY AMER INC | 1,288,290 | $14.4B | 0.56% | |
| 38 | APIAGORA INC | 303,500 | $13.4B | 0.52% | |
| 39 | ATVIEURACTIVISION BLIZZARD INC | 118,662 | $9.0B | 0.35% | |
| 40 | ZLABZAI LAB LTD | 108,000 | $8.9B | 0.35% | |
| 41 | TSLATESLA INC | 6,730 | $7.3B | 0.28% | |
| 42 | STAASTAAR SURGICAL CO | 115,982 | $7.1B | 0.28% | |
| 43 | AFWALIGN TECHNOLOGY INC | 18,798 | $5.2B | 0.20% | |
| 44 | TALTAL EDUCATION GROUP | 71,000 | $4.9B | 0.19% | |
| 45 | LEGNLEGEND BIOTECH CORP | 96,000 | $4.1B | 0.16% | |
| 46 | DVAXDYNAVAX TECHNOLOGIES CORP | 391,000 | $3.5B | 0.14% | |
| 47 | VRMUSDVROOM INC | 15,000 | $782.0M | 0.03% | |
| 48 | BNRBURNING ROCK BIOTECH LTD | 20,000 | $540.0M | 0.02% |