Jericho Capital Asset Management L.P. Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$2.7T
Holdings
29
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DISHDISH NETWORK CORPORATION | 7,477,213 | $242.6B | 8.89% | |
| 2 | PANWPALO ALTO NETWORKS INC | 413,067 | $230.0B | 8.43% | |
| 3 | MUMICRON TECHNOLOGY INC | 2,310,250 | $215.2B | 7.89% | |
| 4 | AMDADVANCED MICRO DEVICES INC | 1,373,000 | $197.6B | 7.24% | |
| 5 | UBERUBER TECHNOLOGIES INC | 4,635,037 | $194.3B | 7.12% | |
| 6 | CMCSACOMCAST CORP NEW | 3,533,530 | $177.8B | 6.52% | |
| 7 | LILI AUTO INC | 5,336,030 | $171.3B | 6.28% | |
| 8 | MRVLMARVELL TECHNOLOGY INC | 1,806,209 | $158.0B | 5.79% | |
| 9 | 0C3ENDEAVOR GROUP HLDGS INC | 3,898,109 | $136.0B | 4.99% | |
| 10 | CZRCAESARS ENTERTAINMENT INC NE | 1,360,866 | $127.3B | 4.67% | |
| 11 | XPEVXPENG INC | 2,394,886 | $120.5B | 4.42% | |
| 12 | ASMLASML HOLDING N V | 148,100 | $117.9B | 4.32% | |
| 13 | INTUINTUIT | 155,481 | $100.0B | 3.67% | |
| 14 | BZKANZHUN LIMITED | 2,675,505 | $93.3B | 3.42% | |
| 15 | NVDANVIDIA CORPORATION | 291,261 | $85.7B | 3.14% | |
| 16 | AFRMAFFIRM HLDGS INC | 803,000 | $80.8B | 2.96% | |
| 17 | SIXEURSIX FLAGS ENTMT CORP NEW | 1,602,578 | $68.2B | 2.50% | |
| 18 | SESEA LTD | 274,600 | $61.4B | 2.25% | |
| 19 | BILIBILIBILI INC | 1,000,000 | $46.4B | 1.70% | |
| 20 | —CONX CORP | 4,000,000 | $39.3B | 1.44% | |
| 21 | —LEAD EDGE GROWTH OPRTUNTS LT | 1,500,000 | $14.9B | 0.55% | |
| 22 | DASHDOORDASH INC | 95,725 | $14.3B | 0.52% | |
| 23 | WOLF*WOLFSPEED INC | 81,975 | $9.2B | 0.34% | |
| 24 | NTESNETEASE INC | 58,744 | $6.0B | 0.22% | |
| 25 | ZLABZAI LAB LTD | 85,000 | $5.3B | 0.20% | |
| 26 | —IRONSOURCE LTD | 650,000 | $5.0B | 0.18% | |
| 27 | ACHRARCHER AVIATION INC | 750,000 | $4.5B | 0.17% | |
| 28 | GSMFERROGLOBE PLC | 694,000 | $4.3B | 0.16% | |
| 29 | CNXXWCONX CORP | 1,000,000 | $860.0M | 0.03% |