$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 225.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRVL | Buy | MARVELL TECHNOLOGY INC | $166,362,000 | +5.3% | 2,319,929 | +28.4% | 8.95% | +54.4% |
| TSLA | New | TESLA INC | $157,028,000 | – | 145,720 | +100.0% | 8.44% | – |
| LI | Buy | LI AUTO INCsponsored ads | $147,862,000 | -13.7% | 5,728,865 | +7.4% | 7.95% | +26.6% |
| ESTC | New | ELASTIC N V | $143,835,000 | – | 1,617,037 | +100.0% | 7.74% | – |
| BZ | Buy | KANZHUN LIMITEDsponsored ads | $143,172,000 | +53.4% | 5,747,554 | +114.8% | 7.70% | +125.1% |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $122,589,000 | – | 886,658 | +100.0% | 6.59% | – |
| TER | New | TERADYNE INC | $110,072,000 | – | 931,000 | +100.0% | 5.92% | – |
| FOXA | New | FOX CORP | $81,799,000 | – | 2,073,474 | +100.0% | 4.40% | – |
| PYPL | New | PAYPAL HLDGS INC | $76,735,000 | – | 663,513 | +100.0% | 4.13% | – |
| MNDY | New | MONDAY COM LTD | $61,919,000 | – | 391,717 | +100.0% | 3.33% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $59,875,000 | – | 4,360,914 | +100.0% | 3.22% | – |
| DASH | Buy | DOORDASH INCcl a | $57,304,000 | +302.0% | 488,985 | +410.8% | 3.08% | +490.4% |
| SNOW | New | SNOWFLAKE INCcl a | $24,150,000 | – | 105,400 | +100.0% | 1.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MERCADOLIBRE INC | 22 | Q1 2024 | 8.9% |
| ZENDESK INC | 21 | Q1 2021 | 5.8% |
| T-MOBILE US INC | 16 | Q4 2023 | 13.1% |
| ACTIVISION BLIZZARD INC | 16 | Q2 2023 | 15.2% |
| TABLEAU SOFTWARE INC | 16 | Q1 2019 | 7.0% |
| ADVANCED MICRO DEVICES INC | 16 | Q2 2023 | 7.2% |
| META PLATFORMS INC | 15 | Q2 2024 | 11.1% |
| NETFLIX INC | 15 | Q2 2024 | 15.3% |
| NVIDIA CORPORATION | 14 | Q2 2024 | 9.4% |
| SEA LTD | 14 | Q2 2022 | 10.6% |
View Jericho Capital Asset Management L.P.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Madison Square Garden Entertainment Corp. | February 14, 2024 | 2,303,724 | 5.6% |
| Sphere Entertainment Co. | February 14, 2024 | 2,436,214 | 8.6% |
| CONX Corp.Sold out | July 10, 2023 | 0 | 0.0% |
| FORESCOUT TECHNOLOGIES, INC | March 02, 2020 | ? | ? |
| CABLEVISION SYSTEMS CORP /NY | February 16, 2016 | 11,429,488 | 5.1% |
| 21Vianet Group, Inc. | February 10, 2012 | 1,361,498 | 2.4% |
View Jericho Capital Asset Management L.P.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| SC 13G/A | 2023-07-10 |
| 4 | 2023-06-06 |
View Jericho Capital Asset Management L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.