Jericho Capital Asset Management L.P. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$1.9T
Holdings
21
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRVLMARVELL TECHNOLOGY INC | 2,319,929 | $166.4B | 8.95% | |
| 2 | TSLATESLA INC | 145,720 | $157.0B | 8.44% | |
| 3 | LILI AUTO INC | 5,728,865 | $147.9B | 7.95% | |
| 4 | ESTCELASTIC N V | 1,617,037 | $143.8B | 7.74% | |
| 5 | BZKANZHUN LIMITED | 5,747,554 | $143.2B | 7.70% | |
| 6 | PANWPALO ALTO NETWORKS INC | 217,415 | $135.3B | 7.28% | |
| 7 | DISHDISH NETWORK CORPORATION | 4,210,543 | $133.3B | 7.17% | |
| 8 | CHKPCHECK POINT SOFTWARE TECH LT | 886,658 | $122.6B | 6.59% | |
| 9 | 0C3ENDEAVOR GROUP HLDGS INC | 3,734,594 | $110.2B | 5.93% | |
| 10 | TERTERADYNE INC | 931,000 | $110.1B | 5.92% | |
| 11 | FOXAFOX CORP | 2,073,474 | $81.8B | 4.40% | |
| 12 | PYPLPAYPAL HLDGS INC | 663,513 | $76.7B | 4.13% | |
| 13 | SIXEURSIX FLAGS ENTMT CORP NEW | 1,602,578 | $69.7B | 3.75% | |
| 14 | MNDYMONDAY COM LTD | 391,717 | $61.9B | 3.33% | |
| 15 | PLTRPALANTIR TECHNOLOGIES INC | 4,360,914 | $59.9B | 3.22% | |
| 16 | DASHDOORDASH INC | 488,985 | $57.3B | 3.08% | |
| 17 | —CONX CORP | 4,000,000 | $39.4B | 2.12% | |
| 18 | SNOWSNOWFLAKE INC | 105,400 | $24.1B | 1.30% | |
| 19 | —LEAD EDGE GROWTH OPRTUNTS LT | 1,500,000 | $14.8B | 0.80% | |
| 20 | ACHRARCHER AVIATION INC | 750,000 | $3.6B | 0.19% | |
| 21 | CNXXWCONX CORP | 1,000,000 | $433.0M | 0.02% |