Jericho Capital Asset Management L.P. Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$2556.4T
Holdings
22
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATVIEURACTIVISION BLIZZARD INC | 4,497,550 | $379.1T | 14.83% | |
| 2 | TMUST-MOBILE US INC | 2,402,135 | $333.7T | 13.05% | |
| 3 | CDNSCADENCE DESIGN SYSTEM INC | 1,067,051 | $250.2T | 9.79% | |
| 4 | NFLXNETFLIX INC | 412,025 | $181.5T | 7.10% | |
| 5 | NVDANVIDIA CORPORATION | 391,854 | $165.8T | 6.48% | |
| 6 | METAMETA PLATFORMS INC | 575,963 | $165.3T | 6.47% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 1,258,716 | $143.4T | 5.61% | |
| 8 | DKNGDRAFTKINGS INC NEW | 5,131,967 | $136.4T | 5.33% | |
| 9 | LYVLIVE NATION ENTERTAINMENT IN | 1,374,000 | $125.2T | 4.90% | |
| 10 | MSFTMICROSOFT CORP | 237,000 | $80.7T | 3.16% | |
| 11 | SPLKCHFSPLUNK INC | 751,000 | $79.7T | 3.12% | |
| 12 | PLTRPALANTIR TECHNOLOGIES INC | 5,000,000 | $76.7T | 3.00% | |
| 13 | MLB1MERCADOLIBRE INC | 62,000 | $73.4T | 2.87% | |
| 14 | SIXEURSIX FLAGS ENTMT CORP NEW | 2,651,137 | $68.9T | 2.69% | |
| 15 | MNDYMONDAY COM LTD | 400,000 | $68.5T | 2.68% | |
| 16 | ADBEADOBE SYSTEMS INCORPORATED | 113,400 | $55.5T | 2.17% | |
| 17 | LRCXEURLAM RESEARCH CORP | 59,210 | $38.1T | 1.49% | |
| 18 | FQIDIGITAL RLTY TR INC | 332,530 | $37.9T | 1.48% | |
| 19 | LGFEURLIONS GATE ENTMNT CORP | 4,048,967 | $35.8T | 1.40% | |
| 20 | LYFTLYFT INC | 3,643,592 | $34.9T | 1.37% | |
| 21 | 0C3ENDEAVOR GROUP HLDGS INC | 1,075,819 | $25.7T | 1.01% | |
| 22 | CNXXWCONX CORP | 1,000,000 | $200.0B | 0.01% |