Jericho Capital Asset Management L.P. Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$2.4T
Holdings
28
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 3,632,969 | $371.2B | 15.41% | |
| 2 | NFLXNETFLIX INC | 698,560 | $241.3B | 10.02% | |
| 3 | METAMETA PLATFORMS INC | 996,963 | $211.3B | 8.77% | |
| 4 | GOOGLALPHABET INC | 1,692,500 | $175.6B | 7.29% | |
| 5 | AMDADVANCED MICRO DEVICES INC | 1,258,716 | $123.4B | 5.12% | |
| 6 | SIXEURSIX FLAGS ENTMT CORP NEW | 3,594,137 | $96.0B | 3.99% | |
| 7 | ONONON HLDG AG | 2,757,712 | $85.6B | 3.55% | |
| 8 | NVDANVIDIA CORPORATION | 305,112 | $84.8B | 3.52% | |
| 9 | OKTAOKTA INC | 934,000 | $80.5B | 3.34% | |
| 10 | SPLKCHFSPLUNK INC | 835,000 | $80.1B | 3.32% | |
| 11 | AYXEURALTERYX INC | 1,354,149 | $79.7B | 3.31% | |
| 12 | CLVTCLARIVATE PLC | 8,423,457 | $79.1B | 3.28% | |
| 13 | CDNSCADENCE DESIGN SYSTEM INC | 345,707 | $72.6B | 3.02% | |
| 14 | MNDYMONDAY COM LTD | 503,138 | $71.8B | 2.98% | |
| 15 | ADBEADOBE SYSTEMS INCORPORATED | 176,000 | $67.8B | 2.82% | |
| 16 | LRCXEURLAM RESEARCH CORP | 127,000 | $67.3B | 2.80% | |
| 17 | XYZBLOCK INC | 913,000 | $62.7B | 2.60% | |
| 18 | MLB1MERCADOLIBRE INC | 47,000 | $61.9B | 2.57% | |
| 19 | DKNGDRAFTKINGS INC NEW | 3,052,291 | $59.1B | 2.45% | |
| 20 | RVNCEURREVANCE THERAPEUTICS INC | 1,438,669 | $46.3B | 1.92% | |
| 21 | —CONX CORP | 4,000,000 | $40.6B | 1.69% | |
| 22 | BZKANZHUN LIMITED | 1,618,000 | $30.8B | 1.28% | |
| 23 | FROGJFROG LTD | 1,553,728 | $30.6B | 1.27% | |
| 24 | RPDRAPID7 INC | 589,000 | $27.0B | 1.12% | |
| 25 | 0C3ENDEAVOR GROUP HLDGS INC | 1,075,819 | $25.7B | 1.07% | |
| 26 | BRZEBRAZE INC | 667,146 | $23.1B | 0.96% | |
| 27 | LGFEURLIONS GATE ENTMNT CORP | 1,124,640 | $12.4B | 0.52% | |
| 28 | CNXXWCONX CORP | 1,000,000 | $180.7M | 0.01% |