News + Filings Transactions Holdings
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Jericho Capital Asset Management L.P.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Activision Blizzard, Inc.
| ATVI | STOCK | 4,497,550 | 4,497,550 | 379,143,465,000 | 379,143,465,000 | 14.83 | 0.57 |
Hist
| 06/30/2023 |
T-Mobile US, Inc.
| TMUS | COM | 2,402,135 | 2,402,135 | 333,656,552,000 | 333,656,552,000 | 13.05 | 0.20 |
Hist
| 06/30/2023 |
CADENCE DESIGN SYSTEMS INC
| CDNS | Common | 1,067,051 | 1,067,051 | 250,244,801,000 | 250,244,801,000 | 9.79 | |
Hist
| 06/30/2023 |
NETFLIX INC
| NFLX | Common | 412,025 | -286,535 | 181,492,892,000 | -24,498,481,000 | 7.10 | 0.09 |
Hist
| 06/30/2023 |
NVIDIA CORP
| NVDA | Common | 391,854 | 391,854 | 165,762,079,000 | 165,762,079,000 | 6.48 | 0.02 |
Hist
| 06/30/2023 |
Meta Platforms, Inc.
| FB | Common | 575,963 | 575,963 | 165,289,862,000 | 165,289,862,000 | 6.47 | |
Hist
| 06/30/2023 |
ADVANCED MICRO DEVICES INC
| AMD | Common | 1,258,716 | 1,258,716 | 143,380,340,000 | 143,380,340,000 | 5.61 | 0.08 |
Hist
| 06/30/2023 |
DraftKings Holdings Inc.
| DKNG | Stock | 5,131,967 | 5,131,967 | 136,356,363,000 | 136,356,363,000 | 5.33 | |
Hist
| 06/30/2023 |
Live Nation Entertainment, Inc.
| LYV | Common | 1,374,000 | 1,374,000 | 125,185,140,000 | 125,185,140,000 | 4.90 | 0.59 |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 237,000 | 237,000 | 80,707,980,000 | 80,707,980,000 | 3.16 | 0.00 |
Hist
| 06/30/2023 |
SPLUNK INC
| SPLK | COM | 751,000 | 751,000 | 79,673,590,000 | 79,673,590,000 | 3.12 | 0.45 |
Hist
| 06/30/2023 |
Palantir Technologies Inc.
| PLTR | CL A | 5,000,000 | 5,000,000 | 76,650,000,000 | 76,650,000,000 | 3.00 | |
Hist
| 06/30/2023 |
MERCADOLIBRE INC
| MELI | Common | 62,000 | -7,329 | 73,445,200,000 | 14,776,227,000 | 2.87 | 0.12 |
Hist
| 06/30/2023 |
Six Flags Entertainment Corp
| SIX | COM | 2,651,137 | -804,811 | 68,876,539,000 | -11,474,252,000 | 2.69 | 3.18 |
Hist
| 06/30/2023 |
monday.com Ltd.
| MNDY | Equities | 400,000 | -103,138 | 68,488,000,000 | 7,105,164,000 | 2.68 | |
Hist
| 06/30/2023 |
ADOBE INC.
| ADBE | Common | 113,400 | 113,400 | 55,451,466,000 | 55,451,466,000 | 2.17 | 0.02 |
Hist
| 06/30/2023 |
LAM RESEARCH CORP
| LRCX | Common | 59,210 | 59,210 | 38,063,741,000 | 38,063,741,000 | 1.49 | 0.04 |
Hist
| 06/30/2023 |
DIGITAL REALTY TRUST, INC.
| DLR | Common | 332,530 | 332,530 | 37,865,191,000 | 37,865,191,000 | 1.48 | |
Hist
| 06/30/2023 |
LIONS GATE ENTERTAINMENT CORP /CN/
| LGF/A | Common | 4,048,967 | 4,048,967 | 35,752,379,000 | 35,752,379,000 | 1.40 | 1.76 |
Hist
| 06/30/2023 |
Lyft, Inc.
| LYFT | CL A COM | 3,643,592 | 3,643,592 | 34,942,047,000 | 34,942,047,000 | 1.37 | |
Hist
| 06/30/2023 |
Endeavor Group Holdings, Inc.
| EDR | Common | 1,075,819 | 0 | 25,733,590,000 | 1,484,630,000 | 1.01 | |
Hist
| 06/30/2023 |
CONX Corp.
| CONXW | *W EXP 10/30/202 | 1,000,000 | 0 | 200,000,000 | 50,000,000 | 0.01 | |
Hist
| 06/30/2023 |
CONX Corp.
| CONX | COM | 0 | -4,000,000 | 0 | -39,840,000,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
FLEX LTD.
| FLEX | Common | 0 | -3,512,773 | 0 | -75,384,109,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
TAL Education Group
| TAL | SPONSORED ADS | 0 | -2,942,000 | 0 | -20,741,100,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Alibaba Group Holding Ltd
| BABA | SPONSORED ADS | 0 | -2,806,969 | 0 | -247,265,899,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Marvell Technology, Inc.
| MRVL | COMMON STOCK | 0 | -2,658,000 | 0 | -98,452,320,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Elastic N.V.
| ESTC | Common | 0 | -2,248,125 | 0 | -115,778,438,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
LAS VEGAS SANDS CORP
| LVS | Common | 0 | -1,672,000 | 0 | -80,373,040,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Lead Edge Growth Opportunities, Ltd
| LEGA | COM | 0 | -1,500,000 | 0 | -15,105,000,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
JFrog Ltd
| FROG | ORD SHS | 0 | -1,229,484 | 0 | -26,224,894,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Alteryx, Inc.
| AYX | Common | 0 | -1,093,149 | 0 | -55,389,860,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Revance Therapeutics, Inc.
| RVNC | Common | 0 | -935,669 | 0 | -17,272,450,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Rapid7, Inc.
| RPD | STOCK | 0 | -857,000 | 0 | -29,120,860,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Mobileye Global Inc.
| MBLY | Common | 0 | -637,000 | 0 | -22,333,220,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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