Jericho Capital Asset Management L.P. Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$3.7T
Holdings
42
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 853,067 | $408.6B | 11.17% | |
| 2 | DISHDISH NETWORK CORPORATION | 7,477,213 | $325.0B | 8.88% | |
| 3 | AMDADVANCED MICRO DEVICES INC | 1,951,000 | $200.8B | 5.49% | |
| 4 | SNAPSNAP INC | 2,663,526 | $196.8B | 5.38% | |
| 5 | DASHDOORDASH INC | 917,991 | $189.1B | 5.17% | |
| 6 | ABNBAIRBNB INC | 1,061,000 | $178.0B | 4.86% | |
| 7 | SESEA LTD | 531,600 | $169.4B | 4.63% | |
| 8 | CZRCAESARS ENTERTAINMENT INC NE | 1,379,866 | $154.9B | 4.23% | |
| 9 | TEAMATLASSIAN CORP PLC | 323,000 | $126.4B | 3.45% | |
| 10 | MRVLMARVELL TECHNOLOGY INC | 2,028,190 | $122.3B | 3.34% | |
| 11 | LILI AUTO INC | 4,640,030 | $122.0B | 3.33% | |
| 12 | GTMZOOMINFO TECHNOLOGIES INC | 1,986,000 | $121.5B | 3.32% | |
| 13 | AFRMAFFIRM HLDGS INC | 946,000 | $112.7B | 3.08% | |
| 14 | ASMLASML HOLDING N V | 150,000 | $111.8B | 3.05% | |
| 15 | 0C3ENDEAVOR GROUP HLDGS INC | 3,251,869 | $93.2B | 2.55% | |
| 16 | LAMRLAMAR ADVERTISING CO NEW | 818,000 | $92.8B | 2.54% | |
| 17 | INTUINTUIT | 165,481 | $89.3B | 2.44% | |
| 18 | JDJD.COM INC | 1,170,296 | $84.5B | 2.31% | |
| 19 | BZKANZHUN LIMITED | 2,262,596 | $81.4B | 2.23% | |
| 20 | SIXEURSIX FLAGS ENTMT CORP NEW | 1,602,578 | $68.1B | 1.86% | |
| 21 | BILIBILIBILI INC | 1,000,000 | $66.2B | 1.81% | |
| 22 | PENNPENN NATL GAMING INC | 906,000 | $65.6B | 1.79% | |
| 23 | RUNSUNRUN INC | 1,369,000 | $60.2B | 1.65% | |
| 24 | —IRONSOURCE LTD | 5,128,975 | $55.8B | 1.52% | |
| 25 | UUNITY SOFTWARE INC | 433,000 | $54.7B | 1.49% | |
| 26 | NVDANVIDIA CORPORATION | 250,000 | $51.8B | 1.42% | |
| 27 | —CONX CORP | 4,000,000 | $39.2B | 1.07% | |
| 28 | NTESNETEASE INC | 453,000 | $38.7B | 1.06% | |
| 29 | ACMRACM RESH INC | 321,720 | $35.4B | 0.97% | |
| 30 | FIVNFIVE9 INC | 140,113 | $22.4B | 0.61% | |
| 31 | MNSOMINISO GROUP HLDG LTD | 1,309,240 | $20.0B | 0.55% | |
| 32 | UBERUBER TECHNOLOGIES INC | 376,603 | $16.9B | 0.46% | |
| 33 | SSENTINELONE INC | 300,000 | $16.1B | 0.44% | |
| 34 | —LEAD EDGE GROWTH OPRTUNTS LT | 1,500,000 | $15.0B | 0.41% | |
| 35 | ZLABZAI LAB LTD | 130,000 | $13.7B | 0.37% | |
| 36 | GSMFERROGLOBE PLC | 1,388,000 | $12.1B | 0.33% | |
| 37 | ZHZHIHU INC | 775,000 | $7.2B | 0.20% | |
| 38 | ACHRARCHER AVIATION INC | 750,000 | $6.7B | 0.18% | |
| 39 | PCORPROCORE TECHNOLOGIES INC | 71,511 | $6.4B | 0.17% | |
| 40 | PDDPINDUODUO INC | 34,455 | $3.1B | 0.09% | |
| 41 | APIAGORA INC | 107,000 | $3.1B | 0.08% | |
| 42 | CNXXWCONX CORP | 1,000,000 | $1.1B | 0.03% |