13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001328
Total Value
$1.35B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 2,806,969 | $247.3M | 18.31% |
| 2 | NETFLIX INC | NFLX | 698,560 | $206.0M | 15.25% |
| 3 | ELASTIC N V | ESTC | 2,248,125 | $115.8M | 8.57% |
| 4 | MARVELL TECHNOLOGY INC | MRVL | 2,658,000 | $98.5M | 7.29% |
| 5 | LAS VEGAS SANDS CORP | LVS | 1,672,000 | $80.4M | 5.95% |
| 6 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 3,455,948 | $80.4M | 5.95% |
| 7 | FLEX LTD | FLEX | 3,512,773 | $75.4M | 5.58% |
| 8 | MONDAY COM LTD | MNDY | 503,138 | $61.4M | 4.55% |
| 9 | MERCADOLIBRE INC | MELI | 69,329 | $58.7M | 4.34% |
| 10 | ALTERYX INC | 02156B103 | 1,093,149 | $55.4M | 4.10% |
| 11 | CONX CORP | 212873103 | 4,000,000 | $39.8M | 2.95% |
| 12 | FIVE9 INC | FIVN | 483,000 | $32.8M | 2.43% |
| 13 | RAPID7 INC | RPD | 857,000 | $29.1M | 2.16% |
| 14 | JFROG LTD | FROG | 1,229,484 | $26.2M | 1.94% |
| 15 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 1,075,819 | $24.2M | 1.80% |
| 16 | MOBILEYE GLOBAL INC | MBLY | 637,000 | $22.3M | 1.65% |
| 17 | AMBARELLA INC | AMBA | 271,000 | $22.3M | 1.65% |
| 18 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 608,000 | $21.2M | 1.57% |
| 19 | TAL EDUCATION GROUP | TAL | 2,942,000 | $20.7M | 1.54% |
| 20 | REVANCE THERAPEUTICS INC | 761330109 | 935,669 | $17.3M | 1.28% |
| 21 | LEAD EDGE GROWTH OPRTUNTS LT | G54085108 | 1,500,000 | $15.1M | 1.12% |
| 22 | CONX CORP | 212873111 | 1,000,000 | $150,000 | 0.01% |
| 23 | LEAD EDGE GROWTH OPRTUNTS LT | G54085116 | 375,000 | $18,750 | 0.00% |