Jericho Capital Asset Management L.P. - Q1 2022 holdings

$1.86 Billion is the total value of Jericho Capital Asset Management L.P.'s 21 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 89.7% .

 Value Shares↓ Weighting
MRVL BuyMARVELL TECHNOLOGY INC$166,362,000
+5.3%
2,319,929
+28.4%
8.95%
+54.4%
TSLA NewTESLA INC$157,028,000145,720
+100.0%
8.44%
LI BuyLI AUTO INCsponsored ads$147,862,000
-13.7%
5,728,865
+7.4%
7.95%
+26.6%
ESTC NewELASTIC N V$143,835,0001,617,037
+100.0%
7.74%
BZ BuyKANZHUN LIMITEDsponsored ads$143,172,000
+53.4%
5,747,554
+114.8%
7.70%
+125.1%
PANW SellPALO ALTO NETWORKS INC$135,343,000
-41.1%
217,415
-47.4%
7.28%
-13.7%
DISH SellDISH NETWORK CORPORATIONcl a$133,264,000
-45.1%
4,210,543
-43.7%
7.17%
-19.4%
CHKP NewCHECK POINT SOFTWARE TECH LTord$122,589,000886,658
+100.0%
6.59%
EDR SellENDEAVOR GROUP HLDGS INC$110,245,000
-18.9%
3,734,594
-4.2%
5.93%
+18.9%
TER NewTERADYNE INC$110,072,000931,000
+100.0%
5.92%
FOXA NewFOX CORP$81,799,0002,073,474
+100.0%
4.40%
PYPL NewPAYPAL HLDGS INC$76,735,000663,513
+100.0%
4.13%
SIX  SIX FLAGS ENTMT CORP NEW$69,712,000
+2.2%
1,602,5780.0%3.75%
+49.9%
MNDY NewMONDAY COM LTD$61,919,000391,717
+100.0%
3.33%
PLTR NewPALANTIR TECHNOLOGIES INCcl a$59,875,0004,360,914
+100.0%
3.22%
DASH BuyDOORDASH INCcl a$57,304,000
+302.0%
488,985
+410.8%
3.08%
+490.4%
CONX  CONX CORP$39,400,000
+0.3%
4,000,0000.0%2.12%
+47.2%
SNOW NewSNOWFLAKE INCcl a$24,150,000105,400
+100.0%
1.30%
LEGAU  LEAD EDGE GROWTH OPRTUNTS LTunit 04/01/2026$14,790,000
-0.9%
1,500,0000.0%0.80%
+45.3%
 ARCHER AVIATION INC$3,608,000
-20.4%
750,0000.0%0.19%
+16.9%
CONXW  CONX CORP*w exp 10/30/202$433,000
-49.7%
1,000,0000.0%0.02%
-28.1%
GSM ExitFERROGLOBE PLC$0-694,000
-100.0%
-0.16%
IS ExitIRONSOURCE LTD$0-650,000
-100.0%
-0.18%
ZLAB ExitZAI LAB LTDadr$0-85,000
-100.0%
-0.20%
NTES ExitNETEASE INCsponsored ads$0-58,744
-100.0%
-0.22%
ExitWOLFSPEED INC$0-81,975
-100.0%
-0.34%
BILI ExitBILIBILI INCspons ads rep z$0-1,000,000
-100.0%
-1.70%
SE ExitSEA LTDsponsord ads$0-274,600
-100.0%
-2.25%
AFRM ExitAFFIRM HLDGS INC$0-803,000
-100.0%
-2.96%
NVDA ExitNVIDIA CORPORATION$0-291,261
-100.0%
-3.14%
INTU ExitINTUIT$0-155,481
-100.0%
-3.67%
ASML ExitASML HOLDING N V$0-148,100
-100.0%
-4.32%
XPEV ExitXPENG INCads$0-2,394,886
-100.0%
-4.42%
CZR ExitCAESARS ENTERTAINMENT INC NE$0-1,360,866
-100.0%
-4.67%
CMCSA ExitCOMCAST CORP NEWcl a$0-3,533,530
-100.0%
-6.52%
UBER ExitUBER TECHNOLOGIES INC$0-4,635,037
-100.0%
-7.12%
AMD ExitADVANCED MICRO DEVICES INC$0-1,373,000
-100.0%
-7.24%
MU ExitMICRON TECHNOLOGY INC$0-2,310,250
-100.0%
-7.89%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MERCADOLIBRE INC21Q2 20238.9%
ZENDESK INC21Q1 20215.8%
ACTIVISION BLIZZARD INC16Q2 202315.2%
TABLEAU SOFTWARE INC16Q1 20197.0%
ADVANCED MICRO DEVICES INC16Q2 20237.2%
T-MOBILE US INC15Q3 202313.1%
SEA LTD14Q2 202210.6%
BILIBILI INC14Q4 202110.2%
SIX FLAGS ENTMT CORP NEW14Q2 20236.0%
ALIBABA GROUP HLDG LTD13Q1 202318.3%

View Jericho Capital Asset Management L.P.'s complete holdings history.

Latest significant ownerships (13-D/G)
Jericho Capital Asset Management L.P. Q1 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
CONX Corp.Sold outJuly 10, 202300.0%
FORESCOUT TECHNOLOGIES, INCMarch 02, 2020? ?
CABLEVISION SYSTEMS CORP /NYFebruary 16, 201611,429,4885.1%
21Vianet Group, Inc.February 10, 20121,361,4982.4%

View Jericho Capital Asset Management L.P.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G2024-02-14
SC 13G2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
SC 13G/A2023-07-10
42023-06-06
13F-HR2023-05-15
SC 13G/A2023-04-11
32023-03-10

View Jericho Capital Asset Management L.P.'s complete filings history.

Compare quarters

Export Jericho Capital Asset Management L.P.'s holdings