Jericho Capital Asset Management L.P. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1350.3T
Holdings
23
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 2,806,969 | $247.3T | 18.31% | |
| 2 | NFLXNETFLIX INC | 698,560 | $206.0T | 15.25% | |
| 3 | ESTCELASTIC N V | 2,248,125 | $115.8T | 8.57% | |
| 4 | MRVLMARVELL TECHNOLOGY INC | 2,658,000 | $98.5T | 7.29% | |
| 5 | LVSLAS VEGAS SANDS CORP | 1,672,000 | $80.4T | 5.95% | |
| 6 | SIXEURSIX FLAGS ENTMT CORP NEW | 3,455,948 | $80.4T | 5.95% | |
| 7 | FLEXFLEX LTD | 3,512,773 | $75.4T | 5.58% | |
| 8 | MNDYMONDAY COM LTD | 503,138 | $61.4T | 4.55% | |
| 9 | MLB1MERCADOLIBRE INC | 69,329 | $58.7T | 4.34% | |
| 10 | AYXEURALTERYX INC | 1,093,149 | $55.4T | 4.10% | |
| 11 | —CONX CORP | 4,000,000 | $39.8T | 2.95% | |
| 12 | FIVNFIVE9 INC | 483,000 | $32.8T | 2.43% | |
| 13 | RPDRAPID7 INC | 857,000 | $29.1T | 2.16% | |
| 14 | FROGJFROG LTD | 1,229,484 | $26.2T | 1.94% | |
| 15 | 0C3ENDEAVOR GROUP HLDGS INC | 1,075,819 | $24.2T | 1.80% | |
| 16 | MBLYMOBILEYE GLOBAL INC | 637,000 | $22.3T | 1.65% | |
| 17 | AMBAAMBARELLA INC | 271,000 | $22.3T | 1.65% | |
| 18 | N1UANEW ORIENTAL ED & TECHNOLOGY | 608,000 | $21.2T | 1.57% | |
| 19 | TALTAL EDUCATION GROUP | 2,942,000 | $20.7T | 1.54% | |
| 20 | RVNCEURREVANCE THERAPEUTICS INC | 935,669 | $17.3T | 1.28% | |
| 21 | —LEAD EDGE GROWTH OPRTUNTS LT | 1,500,000 | $15.1T | 1.12% | |
| 22 | CNXXWCONX CORP | 1,000,000 | $150.0B | 0.01% | |
| 23 | —LEAD EDGE GROWTH OPRTUNTS LT | 375,000 | $18.8B | 0.00% |