JAJericho Capital Asset Management L.P.
Institutional investor · Portfolio as of Q3 2021
Top Holdings42 positions
PALO ALTO NETWORKS INC | 853,067 | $408.6M | 11.2% | $79.83 | 0.00% | 1 qtr | New 97 |
DISH NETWORK CORP-A | 7.5M | $325M | 8.9% | — | — | 6 qtrssince 2020-Q2 | Unchanged 0 |
ADVANCED MICRO DEVICES INC | 2M | $200.8M | 5.5% | $93.93 | +9.55% | 2 qtrssince 2021-Q2 | Decreased 0 |
SNAP INC | 2.7M | $196.8M | 5.4% | $61.84 | +19.45% | 3 qtrssince 2021-Q1 | Increased 92 |
DOORDASH INC | 917,991 | $189.1M | 5.2% | $178.33 | +15.50% | 2 qtrssince 2021-Q2 | Decreased 0 |
AIRBNB INC | 1.1M | $178M | 4.9% | $176.00 | -5.41% | 4 qtrssince 2020-Q4 | Increased 59 |
SEA LTD | 531,600 | $169.4M | 4.6% | $79.36 | +301.65% | 11 qtrssince 2019-Q1 | Unchanged 0 |
CAESARS ENTERTAINMENT INC NE | 1.4M | $154.9M | 4.2% | $70.40 | +59.49% | 5 qtrssince 2020-Q3 | Increased 73 |
| 323,000 | $126.4M | 3.5% | — | — | 4 qtrssince 2020-Q4 | Unchanged 0 | |
MARVELL TECHNOLOGY INC | 2M | $122.3M | 3.3% | $57.18 | +3.50% | 2 qtrssince 2021-Q2 | Decreased 0 |
Li Auto Inc ADR | 4.6M | $122M | 3.3% | $19.71 | +33.39% | 5 qtrssince 2020-Q3 | Increased 68 |
ZOOMINFO TECHNOLOGIES INC | 2M | $121.5M | 3.3% | $61.19 | 0.00% | 1 qtr | New 84 |
AFFIRM HLDGS INC | 946,000 | $112.7M | 3.1% | $119.13 | 0.00% | 1 qtr | New 84 |
ASML HLDG NV | 150,000 | $111.8M | 3.1% | $367.82 | +93.02% | 5 qtrssince 2020-Q3 | Unchanged 0 |
ENDEAVOR GROUP HLDGS INC | 3.3M | $93.2M | 2.5% | — | — | 2 qtrssince 2021-Q2 | Increased 54 |
LAMAR ADVERTISING CO | 818,000 | $92.8M | 2.5% | $75.16 | +27.29% | 3 qtrssince 2021-Q1 | Unchanged 0 |
INTUIT | 165,481 | $89.3M | 2.4% | $416.86 | +24.20% | 4 qtrssince 2020-Q4 | Decreased 0 |
JD.COM INC | 1.2M | $84.5M | 2.3% | $63.29 | 0.00% | 1 qtr | New 78 |
KANZHUN LTD - ADR | 2.3M | $81.4M | 2.2% | $36.96 | -7.84% | 2 qtrssince 2021-Q2 | Increased 61 |
SIX FLAGS ENTERTAINMENT CORP | 1.6M | $68.1M | 1.9% | — | — | 6 qtrssince 2020-Q2 | Decreased 0 |
Jericho Capital Asset Management L.P. manages $3.7B across 42 positions as of Q3 2021. Top holdings: PANW (11.2%), DISH (8.9%), AMD (5.5%). Fund DNA: Momentum Trader. HoldingsIntel Score: 3.5/5.0.
Active quarter - 10 new positions, 16 exits, 8 increased. Top move: PANW (NEW, conviction 97). Portfolio: $3.7B across 42 positions.
Top holdings by portfolio weight
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR