Jericho Capital Asset Management as of June 30, 2020
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 48 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dish Network Corporation Cl A | 9.2 | $234M | 6.8M | 34.51 | |
| Zillow Group Cl C Cap Stk (Z) | 6.1 | $156M | 2.7M | 57.61 | |
| Microsoft Corporation (MSFT) | 5.0 | $127M | 624k | 203.51 | |
| Metropcs Communications (TMUS) | 4.9 | $126M | 1.2M | 104.15 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.3 | $110M | 1.1M | 100.29 | |
| Paypal Holdings (PYPL) | 4.0 | $103M | 593k | 174.23 | |
| Dynatrace (DT) | 4.0 | $102M | 2.5M | 40.60 | |
| Nio Spon Ads (NIO) | 3.5 | $91M | 12M | 7.72 | |
| Ringcentral Cl A (RNG) | 3.4 | $88M | 309k | 285.01 | |
| ON Semiconductor (ON) | 2.9 | $74M | 3.7M | 19.82 | |
| Qorvo (QRVO) | 2.9 | $73M | 664k | 110.53 | |
| Gci Liberty Com Class A | 2.8 | $71M | 993k | 71.12 | |
| Penn National Gaming (PENN) | 2.7 | $69M | 2.2M | 30.54 | |
| stock | 2.7 | $68M | 344k | 198.70 | |
| Pinterest Cl A (PINS) | 2.5 | $63M | 2.8M | 22.17 | |
| Citrix Systems | 2.4 | $61M | 413k | 147.91 | |
| Pinduoduo Sponsored Ads (PDD) | 2.4 | $61M | 706k | 85.84 | |
| Keysight Technologies (KEYS) | 2.4 | $61M | 600k | 100.78 | |
| Docusign (DOCU) | 2.3 | $58M | 338k | 172.21 | |
| Yandex N V Shs Class A (YNDX) | 2.3 | $58M | 1.2M | 50.02 | |
| Jd.com Spon Adr Cl A (JD) | 2.2 | $56M | 925k | 60.18 | |
| Bilibili Spons Ads Rep Z (BILI) | 2.1 | $54M | 1.2M | 46.32 | |
| Vail Resorts (MTN) | 2.1 | $54M | 295k | 182.15 | |
| Outfront Media (OUT) | 2.1 | $54M | 3.8M | 14.17 | |
| Pebblebrook Hotel Trust (PEB) | 2.0 | $51M | 3.7M | 13.66 | |
| Sea Sponsored Ads (SE) | 1.8 | $47M | 439k | 107.24 | |
| Warner Music Group Corp Com Cl A (WMG) | 1.6 | $40M | 1.4M | 29.50 | |
| Six Flags Entertainment (SIX) | 1.6 | $40M | 2.1M | 19.21 | |
| LivePerson (LPSN) | 1.6 | $40M | 966k | 41.43 | |
| GDS HLDGS Sponsored Ads (GDS) | 1.6 | $40M | 500k | 79.66 | |
| First American Financial (FAF) | 1.5 | $38M | 784k | 48.02 | |
| Lamar Advertising Cl A (LAMR) | 1.4 | $36M | 532k | 66.76 | |
| Uber Technologies (UBER) | 1.1 | $27M | 882k | 31.08 | |
| 21vianet Group Sponsored Ads A (VNET) | 0.7 | $17M | 703k | 23.86 | |
| Angi Homeservices Com Cl A (ANGI) | 0.6 | $16M | 1.3M | 12.15 | |
| Wyndham Hotels And Resorts (WH) | 0.6 | $15M | 344k | 42.62 | |
| Extended Stay Amer Unit 99/99/9999b | 0.6 | $14M | 1.3M | 11.19 | |
| Agora Ads (API) | 0.5 | $13M | 304k | 44.17 | |
| Activision Blizzard | 0.4 | $9.0M | 119k | 75.90 | |
| Zai Lab Adr (ZLAB) | 0.3 | $8.9M | 108k | 82.13 | |
| Tesla Motors (TSLA) | 0.3 | $7.3M | 6.7k | 1079.79 | |
| Staar Surgical Com Par $0.01 (STAA) | 0.3 | $7.1M | 116k | 61.54 | |
| Align Technology (ALGN) | 0.2 | $5.2M | 19k | 274.44 | |
| Tal Education Group Sponsored Ads (TAL) | 0.2 | $4.9M | 71k | 68.38 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.2 | $4.1M | 96k | 42.56 | |
| Dynavax Technologies Corp Com New (DVAX) | 0.1 | $3.5M | 391k | 8.87 | |
| Vroom | 0.0 | $782k | 15k | 52.13 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 0.0 | $540k | 20k | 27.00 |
