Question 1

Does Jericho Capital Asset Management own ZEN stock?

Accepted Answer

No. Jericho Capital Asset Management exited its ZEN (Zendesk) position in Q2 2021. Its Q1 2021 13F listed 512,085 shares worth $67.9M.

Question 2

How many shares of ZEN does Jericho Capital Asset Management own?

Accepted Answer

None since Q2 2021, when Jericho Capital Asset Management exited the position. Its Q1 2021 13F listed 512,085 shares worth $67.9M.

Question 3

What is Jericho Capital Asset Management's ZEN position worth?

Accepted Answer

Jericho Capital Asset Management's ZEN position was worth $67.9M in its Q1 2021 13F, before the exit in Q2 2021.

Question 4

Is Jericho Capital Asset Management buying or selling ZEN?

Accepted Answer

In Q2 2021, Jericho Capital Asset Management exited its entire ZEN position.

Question 5

When did Jericho Capital Asset Management first buy ZEN?

Accepted Answer

Jericho Capital Asset Management already held ZEN in its Q1 2019 13F, the earliest on record, and listed it in 5 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2021-Q1	New	512,085	-	$67.9M	1.8%	—	68
2020-Q4	Exited	0	-100.0%	$0	0.0%	—	0
2020-Q3	New	310,000	-	$31.9M	1.3%	—	67
2020-Q1	Exited	0	-100.0%	$0	0.0%	—	0
2019-Q4	New	901,716	-	$69.1M	3.7%	—	83
2019-Q3	Exited	0	-100.0%	$0	0.0%	—	0
2019-Q2	Decreased	797,045	-29.7%	$71M	3.1%	—	0
2019-Q1	First report	1.1M	-	$96.3M	4.4%	—	0

ZEN9 quarters

ZEN
9 quarters