Jericho Capital Asset Management L.P.

Jericho Capital Asset Management L.P. latest Q4_2020 13F filings reported $4,245,934,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 72.00%. This fund has 54 securities concentrations of 100% weights.

Jericho Capital Asset Management L.P. largest holding is Walt Disney Company (The) with weight of 8.22% and $349,134,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-162020-12-31Q4_202013F-HR54$4,245,934,00072.00%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
DISNEY WALT CODISBUY$349,1340.00%8.22%$181.180.00%1,927,000
DISH NETWORK CORPORATIONDISHINCR$230,04122.53%5.42%$32.34-90.01%7,113,213
ON SEMICONDUCTOR CORPONBUY$190,1060.00%4.48%$32.730.00%5,808,312
ZILLOW GROUP INCZINCR$188,72627.77%4.44%$129.80-100.00%1,453,974
EXPEDIA GROUP INCEXPEINCR$163,20944.40%3.84%$132.40-100.00%1,232,698
STONECO LTDSTNEBUY$161,0910.00%3.79%$83.920.00%1,919,577
PAYPAL HLDGS INCPYPLBUY$141,9770.00%3.34%$234.200.00%606,221
T-MOBILE US INCTMUSINCR$141,997175.93%3.34%$134.8534.00%1,053,000
UBER TECHNOLOGIES INCUBERINCR$130,313343.09%3.07%$51.00116.94%2,555,155
MICRON TECHNOLOGY INCMUBUY$119,8370.00%2.82%$75.180.00%1,594,000
PINDUODUO INCPDDINCR$117,787159.51%2.77%$177.67-91.69%662,953
LI AUTO INCLIINCR$108,11377.55%2.55%$28.83-92.90%3,750,001
BILIBILI INCBILIINCR$107,150261.85%2.52%$85.72-24.40%1,250,000
TWILIO INCTWLOINCR$103,24328.96%2.43%$338.50-105.86%305,000
SEA LTDSEDECR$96,340-3.04%2.27%$199.05-124.96%484,000
VAIL RESORTS INCMTNINCR$92,27341.96%2.17%$278.96-91.11%330,774
CAESARS ENTERTAINMENT INC NECZRINCR$91,72318.65%2.16%$74.27-110.44%1,235,000
INTUITINTUBUY$91,9240.00%2.16%$379.850.00%242,000
SUNRUN INCRUNBUY$84,0880.00%1.98%$69.380.00%1,211,990
21VIANET GROUP INCVNETINCR$76,20449.85%1.79%$34.69-99.95%2,196,703
ADVANCED MICRO DEVICESAMDDECR$75,880-30.31%1.79%$91.71-137.70%827,390
ALPHABET INC USD 0.001 CLS AGOOGLBUY$75,2320.00%1.77%$1752.640.00%42,925
ATLASSIAN CORP PLCTEAMBUY$74,6050.00%1.76%$233.870.00%319,000
NIO INCNIODECR$73,110-31.09%1.72%$48.74-170.00%1,500,000
PINTEREST INCPINSDECR$69,374-11.32%1.63%$65.90-144.14%1,052,712
ANAPLAN INCPLANBUY$67,7860.00%1.60%$71.850.00%943,437
ASML HOLDING N VASMLINCR$67,79332.08%1.60%$487.72-100.00%139,000
JD COM INC ADRJDDECR$65,696-24.31%1.55%$87.90-133.17%747,393
SIX FLAGS ENTMT CORP NEW0INCR$65,21967.98%1.54%$34.10-100.00%1,912,578
MATCH GROUP INC NEWMTCHDECR$62,969-24.12%1.48%$151.19-144.46%416,492
SERVICENOW INCNOWBUY$61,0980.00%1.44%$550.430.00%111,000
OUTFRONT MEDIA INCOUTINCR$59,14634.43%1.39%$19.56-100.00%3,023,849
LIVEPERSON INCLPSNINCR$50,78054.54%1.20%$62.23-70.89%816,000
DELTA AIR LINES INC DELDALBUY$49,4580.00%1.16%$40.210.00%1,230,000
UNITED AIRLS HLDGS INCUALBUY$48,3970.00%1.14%$43.250.00%1,119,000
FLEX LTDFLEXBUY$46,9130.00%1.10%$17.980.00%2,609,167
MINISO GROUP HLDG LTDMNSOBUY$44,6520.00%1.05%$26.390.00%1,692,000
CONX CORPCONXUBUY$41,8000.00%0.98%$10.450.00%4,000,000
AVALARA INCAVLRINCR$38,41994.64%0.90%$164.89-49.68%233,000
FIREEYE INCFEYEBUY$35,4840.00%0.84%$23.060.00%1,538,776
AZUL S AAZULBUY$34,7780.00%0.82%$22.820.00%1,524,000
SNOWFLAKE INCSNOWINCR$34,80912.11%0.82%$281.40-100.00%123,700
SHIFT4 PMTS INCFOURBUY$31,5940.00%0.74%$75.400.00%419,019
TENABLE HLDGS INCTENBBUY$30,9900.00%0.73%$52.260.00%593,000
AUTODESK INCADSKBUY$30,5290.00%0.72%$305.340.00%99,984
MCAFEE CORPMCFEBUY$23,3660.00%0.55%$16.690.00%1,400,000
TESLA MOTORS INCTSLAINCR$20,328210.59%0.48%$705.66-11.19%28,807
AIRBNB INCABNBBUY$19,5240.00%0.46%$146.800.00%133,000
ZAI LAB LTDZLABINCR$18,67779.66%0.44%$135.34-89.60%138,000
ACTIVISION BLIZZARD INCATVIINCR$11,946114.93%0.28%$92.85-12.62%128,662
TAL EDUCATION GROUPTALINCR$11,942190.84%0.28%$71.51109.26%167,000
GDS HLDGS LTDGDSINCR$8,15314.44%0.19%$93.64-100.00%87,063
LEGEND BIOTECH CORPLEGNDECR$5,716-8.79%0.13%$28.160.00%203,000
KE HLDGS INCBEKEINCR$4,4950.38%0.11%$61.53-100.00%73,049
AGORA INCAPISOLD$00.00%-100.00%$0.000.00%0
ANGI HOMESERVICES INCANGISOLD$00.00%-100.00%$0.000.00%0
CROWDSTRIKE HLDGS INCCRWDSOLD$00.00%-100.00%$0.000.00%0
DYNATRACE INCDTSOLD$00.00%-100.00%$0.000.00%0
LAMAR ADVERTISING CO NEWLAMRSOLD$00.00%-100.00%$0.000.00%0
LIVE NATION ENTERTAINMENT INLYVSOLD$00.00%-100.00%$0.000.00%0
LYFT INCLYFTSOLD$00.00%-100.00%$0.000.00%0
MARVELL TECHNOLOGY GROUPMRVLSOLD$00.00%-100.00%$0.000.00%0
PENN NATL GAMING INCPENNSOLD$00.00%-100.00%$0.000.00%0
SPLUNK INCSPLKSOLD$00.00%-100.00%$0.000.00%0
TWITTER INCTWTRSOLD$00.00%-100.00%$0.000.00%0
XPENG INCXPEVSOLD$00.00%-100.00%$0.000.00%0
YANDEX N VYNDXSOLD$00.00%-100.00%$0.000.00%0
ZENDESK INCZENSOLD$00.00%-100.00%$0.000.00%0