Jericho Capital Asset Management L.P. Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$4.2T
Holdings
48
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISHDISH NETWORK CORPORATION | 7,477,213 | $312.5B | 7.40% | |
| 2 | DASHDOORDASH INC | 1,566,739 | $279.4B | 6.62% | |
| 3 | MRVLMARVELL TECHNOLOGY INC | 4,708,000 | $274.6B | 6.50% | |
| 4 | UBERUBER TECHNOLOGIES INC | 4,408,329 | $220.9B | 5.23% | |
| 5 | TWLOTWILIO INC | 542,649 | $213.9B | 5.06% | |
| 6 | ZMZOOM VIDEO COMMUNICATIONS IN | 522,859 | $202.4B | 4.79% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 2,091,000 | $196.4B | 4.65% | |
| 8 | ABNBAIRBNB INC | 1,020,884 | $156.3B | 3.70% | |
| 9 | INTUINTUIT | 313,481 | $153.7B | 3.64% | |
| 10 | BILIBILIBILI INC | 1,250,000 | $152.3B | 3.61% | |
| 11 | SESEA LTD | 531,600 | $146.0B | 3.46% | |
| 12 | LILI AUTO INC | 3,750,001 | $131.0B | 3.10% | |
| 13 | TWTRUSDTWITTER INC | 1,811,000 | $124.6B | 2.95% | |
| 14 | ACMRACM RESH INC | 1,082,102 | $110.6B | 2.62% | |
| 15 | CZRCAESARS ENTERTAINMENT INC NE | 1,027,866 | $106.6B | 2.52% | |
| 16 | SIXEURSIX FLAGS ENTMT CORP NEW | 2,418,578 | $104.7B | 2.48% | |
| 17 | ASMLASML HOLDING N V | 150,000 | $103.6B | 2.45% | |
| 18 | ZZILLOW GROUP INC | 829,329 | $101.4B | 2.40% | |
| 19 | SNAPSNAP INC | 1,484,526 | $101.2B | 2.40% | |
| 20 | RUNSUNRUN INC | 1,699,000 | $94.8B | 2.24% | |
| 21 | 0C3ENDEAVOR GROUP HLDGS INC | 3,152,615 | $87.4B | 2.07% | |
| 22 | LAMRLAMAR ADVERTISING CO NEW | 818,000 | $85.4B | 2.02% | |
| 23 | TMUST-MOBILE US INC | 580,000 | $84.0B | 1.99% | |
| 24 | TEAMATLASSIAN CORP PLC | 323,000 | $83.0B | 1.96% | |
| 25 | BZKANZHUN LIMITED | 1,892,628 | $75.0B | 1.78% | |
| 26 | PDDPINDUODUO INC | 578,953 | $73.5B | 1.74% | |
| 27 | NTESNETEASE INC | 453,000 | $52.2B | 1.24% | |
| 28 | —IRONSOURCE LTD | 4,922,338 | $51.7B | 1.22% | |
| 29 | BEKEKE HLDGS INC | 977,000 | $46.6B | 1.10% | |
| 30 | MNSOMINISO GROUP HLDG LTD | 2,235,000 | $46.5B | 1.10% | |
| 31 | —CONX CORP | 4,000,000 | $39.4B | 0.93% | |
| 32 | CPNGCOUPANG INC | 700,000 | $29.3B | 0.69% | |
| 33 | ZLABZAI LAB LTD | 109,000 | $19.3B | 0.46% | |
| 34 | PATHUIPATH INC | 250,000 | $17.0B | 0.40% | |
| 35 | BIIBBIOGEN INC | 49,000 | $17.0B | 0.40% | |
| 36 | COMPCOMPASS INC | 1,250,000 | $16.4B | 0.39% | |
| 37 | —LEAD EDGE GROWTH OPRTUNTS LT | 1,500,000 | $15.0B | 0.36% | |
| 38 | CFLTCONFLUENT INC | 300,000 | $14.3B | 0.34% | |
| 39 | SSENTINELONE INC | 300,000 | $12.8B | 0.30% | |
| 40 | APIAGORA INC | 296,000 | $12.4B | 0.29% | |
| 41 | RLXRLX TECHNOLOGY INC | 1,415,000 | $12.4B | 0.29% | |
| 42 | ATVIEURACTIVISION BLIZZARD INC | 119,150 | $11.4B | 0.27% | |
| 43 | ZHZHIHU INC | 775,000 | $10.5B | 0.25% | |
| 44 | YELPYELP INC | 222,000 | $8.9B | 0.21% | |
| 45 | PCORPROCORE TECHNOLOGIES INC | 71,511 | $6.8B | 0.16% | |
| 46 | BNTXBIONTECH SE | 28,000 | $6.3B | 0.15% | |
| 47 | CNXXWCONX CORP | 1,000,000 | $1.4B | 0.03% | |
| 48 | DIDIYDIDI GLOBAL INC | 75,000 | $1.1B | 0.03% |