Jericho Capital Asset Management L.P. Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$4.2T
Holdings
54
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISDISNEY WALT CO | 1,927,000 | $349.1B | 8.22% | |
| 2 | DISHDISH NETWORK CORPORATION | 7,113,213 | $230.0B | 5.42% | |
| 3 | ONON SEMICONDUCTOR CORP | 5,808,312 | $190.1B | 4.48% | |
| 4 | ZZILLOW GROUP INC | 1,453,974 | $188.7B | 4.44% | |
| 5 | EXPEEXPEDIA GROUP INC | 1,232,698 | $163.2B | 3.84% | |
| 6 | STNESTONECO LTD | 1,919,577 | $161.1B | 3.79% | |
| 7 | TMUST-MOBILE US INC | 1,053,000 | $142.0B | 3.34% | |
| 8 | PYPLPAYPAL HLDGS INC | 606,221 | $142.0B | 3.34% | |
| 9 | UBERUBER TECHNOLOGIES INC | 2,555,155 | $130.3B | 3.07% | |
| 10 | MUMICRON TECHNOLOGY INC | 1,594,000 | $119.8B | 2.82% | |
| 11 | PDDPINDUODUO INC | 662,953 | $117.8B | 2.77% | |
| 12 | LILI AUTO INC | 3,750,001 | $108.1B | 2.55% | |
| 13 | BILIBILIBILI INC | 1,250,000 | $107.2B | 2.52% | |
| 14 | TWLOTWILIO INC | 305,000 | $103.2B | 2.43% | |
| 15 | SESEA LTD | 484,000 | $96.3B | 2.27% | |
| 16 | MTNVAIL RESORTS INC | 330,774 | $92.3B | 2.17% | |
| 17 | INTUINTUIT | 242,000 | $91.9B | 2.16% | |
| 18 | CZRCAESARS ENTERTAINMENT INC NE | 1,235,000 | $91.7B | 2.16% | |
| 19 | RUNSUNRUN INC | 1,211,990 | $84.1B | 1.98% | |
| 20 | VNET21VIANET GROUP INC | 2,196,703 | $76.2B | 1.79% | |
| 21 | AMDADVANCED MICRO DEVICES INC | 827,390 | $75.9B | 1.79% | |
| 22 | GOOGLALPHABET INC | 42,925 | $75.2B | 1.77% | |
| 23 | TEAMATLASSIAN CORP PLC | 319,000 | $74.6B | 1.76% | |
| 24 | NIONIO INC | 1,500,000 | $73.1B | 1.72% | |
| 25 | PINSPINTEREST INC | 1,052,712 | $69.4B | 1.63% | |
| 26 | ASMLASML HOLDING N V | 139,000 | $67.8B | 1.60% | |
| 27 | PLANUSDANAPLAN INC | 943,437 | $67.8B | 1.60% | |
| 28 | JDJD.COM INC | 747,393 | $65.7B | 1.55% | |
| 29 | SIXEURSIX FLAGS ENTMT CORP NEW | 1,912,578 | $65.2B | 1.54% | |
| 30 | MTCHMATCH GROUP INC NEW | 416,492 | $63.0B | 1.48% | |
| 31 | NOWSERVICENOW INC | 111,000 | $61.1B | 1.44% | |
| 32 | OUTOUTFRONT MEDIA INC | 3,023,849 | $59.1B | 1.39% | |
| 33 | LPSNUSDLIVEPERSON INC | 816,000 | $50.8B | 1.20% | |
| 34 | DALDELTA AIR LINES INC DEL | 1,230,000 | $49.5B | 1.16% | |
| 35 | UALUNITED AIRLS HLDGS INC | 1,119,000 | $48.4B | 1.14% | |
| 36 | FLEXFLEX LTD | 2,609,167 | $46.9B | 1.10% | |
| 37 | MNSOMINISO GROUP HLDG LTD | 1,692,000 | $44.7B | 1.05% | |
| 38 | —CONX CORP | 4,000,000 | $41.8B | 0.98% | |
| 39 | AVLRUSDAVALARA INC | 233,000 | $38.4B | 0.90% | |
| 40 | FEYECHFFIREEYE INC | 1,538,776 | $35.5B | 0.84% | |
| 41 | SNOWSNOWFLAKE INC | 123,700 | $34.8B | 0.82% | |
| 42 | AZULQAZUL S A | 1,524,000 | $34.8B | 0.82% | |
| 43 | FOURSHIFT4 PMTS INC | 419,019 | $31.6B | 0.74% | |
| 44 | TENBTENABLE HLDGS INC | 593,000 | $31.0B | 0.73% | |
| 45 | ADSKAUTODESK INC | 99,984 | $30.5B | 0.72% | |
| 46 | —MCAFEE CORP | 1,400,000 | $23.4B | 0.55% | |
| 47 | TSLATESLA INC | 28,807 | $20.3B | 0.48% | |
| 48 | ABNBAIRBNB INC | 133,000 | $19.5B | 0.46% | |
| 49 | ZLABZAI LAB LTD | 138,000 | $18.7B | 0.44% | |
| 50 | ATVIEURACTIVISION BLIZZARD INC | 128,662 | $11.9B | 0.28% | |
| 51 | TALTAL EDUCATION GROUP | 167,000 | $11.9B | 0.28% | |
| 52 | GDSGDS HLDGS LTD | 87,063 | $8.2B | 0.19% | |
| 53 | LEGNLEGEND BIOTECH CORP | 203,000 | $5.7B | 0.13% | |
| 54 | BEKEKE HLDGS INC | 73,049 | $4.5B | 0.11% |