Jericho Capital
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- new+10.57
- trimmed+0.84
- trimmed−2.85
- new+7.59
Positions
| SNAPSnap Inc. | 14.06% | 15,587,145 | $246M | held | — | 2 q |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 10.57% | 3,984,000 | $185M | new | +10.57 pp | new |
| MELIMercado Libre, Inc | 8.86% | 281,765 | $155M | trimmed−5% | +0.84 pp | 3 q |
| SESea Limited | 7.73% | 4,377,859 | $135M | trimmed−39% | −2.85 pp | 4 q |
| NOWServicenow, Inc. | 7.59% | 524,000 | $133M | new | +7.59 pp | new |
| FSCTForeScout Technologies, Inc. | 7.24% | 3,345,094 | $127M | added0% | +2.25 pp | 6 q |
| CRWDCrowdStrike Holdings, Inc. Class A | 6.82% | 2,050,104 | $120M | added×2.6 | +4.40 pp | 2 q |
| unresolvedOutfront Media Inc | 5.53% | 3,489,299 | $97M | added×2.2 | +3.71 pp | 2 q |
| TWLOTwilio Inc. | 4.55% | 724,665 | $80M | added+19% | +0.88 pp | 4 q |
| DOCUDocuSign, Inc. | 4.40% | 1,245,460 | $77M | new | +4.40 pp | new |
| INXNInterxion Holding NV | 4.18% | 898,000 | $73M | trimmed−18% | +0.49 pp | 3 q |
| AMDAdvanced Micro Devices | 4.09% | 2,473,578 | $72M | new | +4.09 pp | new |
| ETSYEtsy, Inc. | 3.80% | 1,177,686 | $67M | new | +3.80 pp | new |
| ESTCElastic N.V. | 3.30% | 701,392 | $58M | new | +3.30 pp | new |
| MUMicron Technology, Inc. | 2.72% | 1,113,089 | $48M | new | +2.72 pp | new |
| MATMattel, Inc. | 2.48% | 3,817,899 | $43M | trimmed−29% | −0.20 pp | 2 q |
| NEWRNew Relic, Inc. | 1.77% | 503,904 | $31M | new | +1.77 pp | new |
| STAAStaar Surgical Co | 0.31% | 209,982 | $5M | new | +0.31 pp | new |
| AVGOBroadcom Inc. | — | −659,013 | — | exited | −8.37 pp | — |
| AMZNAmazon.Com Inc | — | −96,196 | — | exited | −8.03 pp | — |
| VMWVMware, Inc | — | −629,719 | — | exited | −4.64 pp | — |
| AIYActivision Blizzard Inc | — | −2,076,899 | — | exited | −4.32 pp | — |
| BILIBilibili Inc. | — | −5,754,651 | — | exited | −4.13 pp | — |
| UBERUber Technologies, Inc. | — | −2,000,000 | — | exited | −4.09 pp | — |
| MRVLMarvell Technology, Inc. | — | −3,365,000 | — | exited | −3.54 pp | — |
| XYZBlock, Inc. | — | −1,087,000 | — | exited | −3.48 pp | — |
| ZENZendesk Inc | — | −797,045 | — | exited | −3.13 pp | — |
| YYJOYY Inc. | — | −853,160 | — | exited | −2.62 pp | — |
| SAILSailPoint, Inc. | — | −2,449,748 | — | exited | −2.16 pp | — |
| EAElectronic Arts Inc | — | −468,000 | — | exited | −2.09 pp | — |
| VTYVerint Systems Inc | — | −534,000 | — | exited | −1.27 pp | — |
| REALThe RealReal, Inc. | — | −335,994 | — | exited | −0.43 pp | — |
