Jericho Capital Asset Management L.P. Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.6T
Holdings
24
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 897,506 | $211.3B | 13.40% | |
| 2 | TWTRUSDTWITTER INC | 4,051,000 | $177.6B | 11.26% | |
| 3 | MLB1MERCADOLIBRE INC | 167,267 | $138.5B | 8.78% | |
| 4 | ESTCELASTIC N V | 1,896,288 | $136.0B | 8.63% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 1,600,210 | $128.0B | 8.12% | |
| 6 | ATVIEURACTIVISION BLIZZARD INC | 1,392,000 | $103.5B | 6.56% | |
| 7 | MRVLMARVELL TECHNOLOGY INC | 1,805,527 | $77.5B | 4.91% | |
| 8 | TTDTHE TRADE DESK INC | 1,173,006 | $70.1B | 4.45% | |
| 9 | SIXEURSIX FLAGS ENTMT CORP NEW | 3,690,320 | $65.3B | 4.14% | |
| 10 | PANWPALO ALTO NETWORKS INC | 377,745 | $61.9B | 3.92% | |
| 11 | FLEXFLEX LTD | 3,544,573 | $59.1B | 3.75% | |
| 12 | 0C3ENDEAVOR GROUP HLDGS INC | 2,867,819 | $58.1B | 3.69% | |
| 13 | AMDADVANCED MICRO DEVICES INC | 887,321 | $56.2B | 3.57% | |
| 14 | MNDYMONDAY COM LTD | 462,138 | $52.4B | 3.32% | |
| 15 | —CONX CORP | 4,000,000 | $40.0B | 2.54% | |
| 16 | WDAYWORKDAY INC | 231,629 | $35.3B | 2.24% | |
| 17 | BRZEBRAZE INC | 826,382 | $28.8B | 1.83% | |
| 18 | FROGJFROG LTD | 1,229,484 | $27.2B | 1.72% | |
| 19 | RVNCEURREVANCE THERAPEUTICS INC | 714,000 | $19.3B | 1.22% | |
| 20 | —LEAD EDGE GROWTH OPRTUNTS LT | 1,500,000 | $14.8B | 0.94% | |
| 21 | CLVTRIP COM GROUP LTD | 339,000 | $9.3B | 0.59% | |
| 22 | NIONIO INC | 409,000 | $6.5B | 0.41% | |
| 23 | CNXXWCONX CORP | 1,000,000 | $80.0M | 0.01% | |
| 24 | —LEAD EDGE GROWTH OPRTUNTS LT | 375,000 | $22.0M | 0.00% |