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| Name: |
JERICHO CAPITAL ASSET MANAGEMENT L.P. |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
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11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NFLX |
Netflix Inc |
1 |
New |
$669.38 |
$372,293,000 |
613,000 |
9.93% |
372,293,000 |
613,000 |
0.139 |
Music & Video Stores |
|
|
EA |
Electronic Arts Inc |
9 |
New |
$135.98 |
$189,055,000 |
1,425,000 |
5.04% |
189,055,000 |
1,425,000 |
0.491 |
Multimedia & Graphics... |
|
|
DT |
Dynatrace, Inc. |
12 |
New |
$0.00 |
$133,701,000 |
2,879,000 |
3.57% |
133,701,000 |
2,879,000 |
0.934 |
N/A |
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ASML |
ASML Holding N.V. (ADR) |
15 |
New |
$0.00 |
$113,545,000 |
117,000 |
3.03% |
113,545,000 |
117,000 |
0.027 |
Semiconductor Equipme... |
|
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AVGO |
Broadcom Limited |
17 |
New |
$1,735.04 |
$111,334,000 |
84,000 |
2.97% |
111,334,000 |
84,000 |
0.021 |
Semiconductor- Broad... |
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SN |
SharkNinja, Inc |
21 |
New |
$78.32 |
$62,309,000 |
1,000,300 |
1.66% |
62,309,000 |
1,000,300 |
0.72 |
N/A |
|
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DV |
Doubleverify Holdings, Inc. |
23 |
New |
$18.70 |
$53,584,000 |
1,524,000 |
1.43% |
53,584,000 |
1,524,000 |
0.897 |
N/A |
|
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INFA |
Informatica Inc. |
24 |
New |
$29.66 |
$52,045,000 |
1,487,000 |
1.39% |
52,045,000 |
1,487,000 |
0.593 |
N/A |
|
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MELI |
Mercadolibre Inc |
25 |
New |
$1,582.14 |
$26,284,000 |
17,384 |
0.7% |
26,284,000 |
17,384 |
0.035 |
Business Services |
|
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SPT |
Sprout Social, Inc. |
26 |
New |
$33.99 |
$22,332,000 |
374,000 |
0.6% |
22,332,000 |
374,000 |
0.613 |
N/A |
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CNK |
Cinemark Holdings Inc |
27 |
New |
$18.33 |
$15,975,000 |
889,000 |
0.43% |
15,975,000 |
889,000 |
0.656 |
Movie Production & Di... |
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