13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002280
Total Value
$2.41B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 3,632,969 | $371.2M | 15.41% |
| 2 | NETFLIX INC | NFLX | 698,560 | $241.3M | 10.02% |
| 3 | META PLATFORMS INC | META | 996,963 | $211.3M | 8.77% |
| 4 | ALPHABET INC | GOOG | 1,692,500 | $175.6M | 7.29% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 1,258,716 | $123.4M | 5.12% |
| 6 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 3,594,137 | $96.0M | 3.99% |
| 7 | ON HLDG AG | H5919C104 | 2,757,712 | $85.6M | 3.55% |
| 8 | NVIDIA CORPORATION | NVDA | 305,112 | $84.8M | 3.52% |
| 9 | OKTA INC | OKTA | 934,000 | $80.5M | 3.34% |
| 10 | SPLUNK INC | 848637104 | 835,000 | $80.1M | 3.32% |
| 11 | ALTERYX INC | 02156B103 | 1,354,149 | $79.7M | 3.31% |
| 12 | CLARIVATE PLC | CLVT | 8,423,457 | $79.1M | 3.28% |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 345,707 | $72.6M | 3.02% |
| 14 | MONDAY COM LTD | MNDY | 503,138 | $71.8M | 2.98% |
| 15 | ADOBE SYSTEMS INCORPORATED | ADBE | 176,000 | $67.8M | 2.82% |
| 16 | LAM RESEARCH CORP | LRCX | 127,000 | $67.3M | 2.80% |
| 17 | BLOCK INC | BSQKZ | 913,000 | $62.7M | 2.60% |
| 18 | MERCADOLIBRE INC | MELI | 47,000 | $61.9M | 2.57% |
| 19 | DRAFTKINGS INC NEW | DKNG | 3,052,291 | $59.1M | 2.45% |
| 20 | REVANCE THERAPEUTICS INC | 761330109 | 1,438,669 | $46.3M | 1.92% |
| 21 | CONX CORP | 212873103 | 4,000,000 | $40.6M | 1.69% |
| 22 | KANZHUN LIMITED | BZ | 1,618,000 | $30.8M | 1.28% |
| 23 | JFROG LTD | FROG | 1,553,728 | $30.6M | 1.27% |
| 24 | RAPID7 INC | RPD | 589,000 | $27.0M | 1.12% |
| 25 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 1,075,819 | $25.7M | 1.07% |
| 26 | BRAZE INC | BRZE | 667,146 | $23.1M | 0.96% |
| 27 | LIONS GATE ENTMNT CORP | 535919401 | 1,124,640 | $12.4M | 0.52% |
| 28 | CONX CORP | 212873111 | 1,000,000 | $180,700 | 0.01% |