Jericho Capital Asset Management L.P. Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$2.5T
Holdings
45
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISHDISH NETWORK CORPORATION | 6,467,213 | $187.7B | 7.61% | |
| 2 | ZZILLOW GROUP INC | 1,453,974 | $147.7B | 5.98% | |
| 3 | EXPEEXPEDIA GROUP INC | 1,232,698 | $113.0B | 4.58% | |
| 4 | AMDADVANCED MICRO DEVICES INC | 1,328,000 | $108.9B | 4.41% | |
| 5 | NIONIO INC | 5,000,000 | $106.1B | 4.30% | |
| 6 | SPLKCHFSPLUNK INC | 546,779 | $102.9B | 4.17% | |
| 7 | TWTRUSDTWITTER INC | 2,257,000 | $100.4B | 4.07% | |
| 8 | SESEA LTD | 645,000 | $99.4B | 4.02% | |
| 9 | MRVLMARVELL TECHNOLOGY GROUP LTD | 2,377,150 | $94.4B | 3.82% | |
| 10 | NBISYANDEX N V | 1,395,000 | $91.0B | 3.69% | |
| 11 | JDJD.COM INC | 1,118,393 | $86.8B | 3.52% | |
| 12 | MTCHMATCH GROUP INC NEW | 749,949 | $83.0B | 3.36% | |
| 13 | TWLOTWILIO INC | 324,000 | $80.1B | 3.24% | |
| 14 | PINSPINTEREST INC | 1,884,631 | $78.2B | 3.17% | |
| 15 | CZRCAESARS ENTERTAINMENT INC NE | 1,379,000 | $77.3B | 3.13% | |
| 16 | MTNVAIL RESORTS INC | 303,774 | $65.0B | 2.63% | |
| 17 | LILI AUTO INC | 3,501,530 | $60.9B | 2.47% | |
| 18 | DTDYNATRACE INC | 1,357,360 | $55.7B | 2.26% | |
| 19 | TMUST-MOBILE US INC | 450,000 | $51.5B | 2.08% | |
| 20 | ASMLASML HOLDING N V | 139,000 | $51.3B | 2.08% | |
| 21 | VNET21VIANET GROUP INC | 2,195,703 | $50.9B | 2.06% | |
| 22 | PDDPINDUODUO INC | 612,107 | $45.4B | 1.84% | |
| 23 | OUTOUTFRONT MEDIA INC | 3,023,849 | $44.0B | 1.78% | |
| 24 | PENNPENN NATL GAMING INC | 563,685 | $41.0B | 1.66% | |
| 25 | SIXEURSIX FLAGS ENTMT CORP NEW | 1,912,578 | $38.8B | 1.57% | |
| 26 | LYVLIVE NATION ENTERTAINMENT IN | 706,062 | $38.0B | 1.54% | |
| 27 | LYFTLYFT INC | 1,354,000 | $37.3B | 1.51% | |
| 28 | LPSNUSDLIVEPERSON INC | 632,000 | $32.9B | 1.33% | |
| 29 | ZEN1EURZENDESK INC | 310,000 | $31.9B | 1.29% | |
| 30 | SNOWSNOWFLAKE INC | 123,700 | $31.0B | 1.26% | |
| 31 | CRWDCROWDSTRIKE HLDGS INC | 217,201 | $29.8B | 1.21% | |
| 32 | BILIBILIBILI INC | 711,831 | $29.6B | 1.20% | |
| 33 | UBERUBER TECHNOLOGIES INC | 806,195 | $29.4B | 1.19% | |
| 34 | LAMRLAMAR ADVERTISING CO NEW | 425,775 | $28.2B | 1.14% | |
| 35 | XPEVXPENG INC | 1,346,000 | $27.0B | 1.09% | |
| 36 | AVLRUSDAVALARA INC | 155,000 | $19.7B | 0.80% | |
| 37 | ANGI1EURANGI HOMESERVICES INC | 1,742,390 | $19.3B | 0.78% | |
| 38 | ZLABZAI LAB LTD | 125,000 | $10.4B | 0.42% | |
| 39 | APIAGORA INC | 200,000 | $8.6B | 0.35% | |
| 40 | GDSGDS HLDGS LTD | 87,063 | $7.1B | 0.29% | |
| 41 | TSLATESLA INC | 15,257 | $6.5B | 0.27% | |
| 42 | LEGNLEGEND BIOTECH CORP | 203,000 | $6.3B | 0.25% | |
| 43 | ATVIEURACTIVISION BLIZZARD INC | 68,662 | $5.6B | 0.23% | |
| 44 | BEKEKE HLDGS INC | 73,049 | $4.5B | 0.18% | |
| 45 | TALTAL EDUCATION GROUP | 54,000 | $4.1B | 0.17% |