Q2 2023 · 13F-HR
Jericho Capital Asset Management L.P.holdings as filed
Filed 2023-08-14 · accession 0001172661-23-003139
$2.56B
Reported value
22
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 00507V109 | AIY | ACTIVISION BLIZZARD INC | $379.1M | 14.8% | 4,497,550 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $333.7M | 13.1% | 2,402,135 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $250.2M | 9.79% | 1,067,051 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $181.5M | 7.10% | 412,025 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $165.8M | 6.48% | 391,854 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $165.3M | 6.47% | 575,963 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $143.4M | 5.61% | 1,258,716 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $136.4M | 5.33% | 5,131,967 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $125.2M | 4.90% | 1,374,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $80.7M | 3.16% | 237,000 | Common | SOLE |
| 848637104 | SPLKCHF | SPLUNK INC | $79.7M | 3.12% | 751,000 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $76.7M | 3.00% | 5,000,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $73.4M | 2.87% | 62,000 | Common | SOLE |
| 83001A102 | SIXEUR | SIX FLAGS ENTMT CORP NEW | $68.9M | 2.69% | 2,651,137 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $68.5M | 2.68% | 400,000 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $55.5M | 2.17% | 113,400 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $38.1M | 1.49% | 59,210 | Common | SOLE |
| 253868103 | DLR | DIGITAL RLTY TR INC | $37.9M | 1.48% | 332,530 | Common | SOLE |
| 535919401 | LGFEUR | LIONS GATE ENTMNT CORP | $35.8M | 1.40% | 4,048,967 | Common | SOLE |
| 55087P104 | LYFT | LYFT INC | $34.9M | 1.37% | 3,643,592 | Common | SOLE |
| 29260Y109 | 0C3 | ENDEAVOR GROUP HLDGS INC | $25.7M | 1.01% | 1,075,819 | Common | SOLE |
| 212873111 | CNXXW | CONX CORP | $200,000 | 0.01% | 1,000,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.