Jericho Capital Asset Management L.P. Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.6T
Holdings
26
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 1,485,487 | $168.9B | 10.59% | |
| 2 | LILI AUTO INC | 3,138,407 | $120.2B | 7.54% | |
| 3 | LVSLAS VEGAS SANDS CORP | 3,577,000 | $120.2B | 7.54% | |
| 4 | AMZNAMAZON COM INC | 1,100,000 | $116.8B | 7.33% | |
| 5 | ESTCELASTIC N V | 1,617,037 | $109.4B | 6.86% | |
| 6 | NXPINXP SEMICONDUCTORS N V | 656,000 | $97.1B | 6.09% | |
| 7 | CHKPCHECK POINT SOFTWARE TECH LT | 747,889 | $91.1B | 5.71% | |
| 8 | NOWSERVICENOW INC | 182,000 | $86.5B | 5.43% | |
| 9 | BZKANZHUN LIMITED | 3,254,882 | $85.5B | 5.37% | |
| 10 | PANWPALO ALTO NETWORKS INC | 135,577 | $67.0B | 4.20% | |
| 11 | DDOGDATADOG INC | 628,147 | $59.8B | 3.75% | |
| 12 | 0C3ENDEAVOR GROUP HLDGS INC | 2,896,697 | $59.6B | 3.74% | |
| 13 | MNDYMONDAY COM LTD | 577,054 | $59.5B | 3.73% | |
| 14 | AMDADVANCED MICRO DEVICES INC | 775,239 | $59.3B | 3.72% | |
| 15 | SESEA LTD | 651,000 | $43.5B | 2.73% | |
| 16 | BEKEKE HLDGS INC | 2,373,850 | $42.6B | 2.67% | |
| 17 | —CONX CORP | 4,000,000 | $39.5B | 2.48% | |
| 18 | CZRCAESARS ENTERTAINMENT INC NE | 1,002,000 | $38.4B | 2.41% | |
| 19 | EAELECTRONIC ARTS INC | 267,000 | $32.5B | 2.04% | |
| 20 | FROGJFROG LTD | 1,275,000 | $26.9B | 1.69% | |
| 21 | BRZEBRAZE INC | 688,380 | $24.9B | 1.56% | |
| 22 | JDJD.COM INC | 383,214 | $24.6B | 1.54% | |
| 23 | —LEAD EDGE GROWTH OPRTUNTS LT | 1,500,000 | $14.7B | 0.92% | |
| 24 | NIONIO INC | 243,000 | $5.3B | 0.33% | |
| 25 | CNXXWCONX CORP | 1,000,000 | $165.0M | 0.01% | |
| 26 | —LEAD EDGE GROWTH OPRTUNTS LT | 375,000 | $75.0M | 0.00% |