13F-HR filed by Jericho Capital Asset Management L.P.
Jericho Capital Asset Management L.P. filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-16, with 54 holding rows worth $4,245,934,000.
- Accession
- 0001172661-21-000748
- Filer
- CIK 1525234
- Filed
- 2021-02-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 54 entries on the cover page, a total value of $4,245,934,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,245,934,000 with VALUE read as thousands by filing date, 13F file number 028-14687. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Walt Disney Co | 254687106 | COM | 1,927,000 | $349,134,000 | thousands by filing date | |
| DISH NETWORK CORPORATION | 25470M109 | CL A | 7,113,213 | $230,041,000 | thousands by filing date | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 5,808,312 | $190,106,000 | thousands by filing date | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 1,453,974 | $188,726,000 | thousands by filing date | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 1,232,698 | $163,209,000 | thousands by filing date | |
| STONECO LTD | G85158106 | COM CL A | 1,919,577 | $161,091,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 1,053,000 | $141,997,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 606,221 | $141,977,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 2,555,155 | $130,313,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 1,594,000 | $119,837,000 | thousands by filing date | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 662,953 | $117,787,000 | thousands by filing date | |
| LI AUTO INC SPONSORED ADS | 50202M102 | ADR | 3,750,001 | $108,113,000 | thousands by filing date | |
| BILIBILI INC SPONS ADS REP Z | 090040106 | ADR | 1,250,000 | $107,150,000 | thousands by filing date | |
| TWILIO INC CL A | 90138F102 | Stock | 305,000 | $103,243,000 | thousands by filing date | |
| SEA LTD | 81141R100 | SPONSORD ADS | 484,000 | $96,340,000 | thousands by filing date | |
| VAIL RESORTS INC COM | 91879Q109 | Stock | 330,774 | $92,273,000 | thousands by filing date | |
| Intuit Inc. | 461202103 | COM | 242,000 | $91,924,000 | thousands by filing date | |
| CAESARS ENTERTAINMENT INC NE | 12769G100 | COM | 1,235,000 | $91,723,000 | thousands by filing date | |
| SUNRUN INC | 86771W105 | COM | 1,211,990 | $84,088,000 | thousands by filing date | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 2,196,703 | $76,204,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 827,390 | $75,880,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 42,925 | $75,232,000 | thousands by filing date | |
| ATLASSIAN CORP | G06242104 | CL A | 319,000 | $74,605,000 | thousands by filing date | |
| NIO INC SPON ADS | 62914V106 | ADR | 1,500,000 | $73,110,000 | thousands by filing date | |
| PINTEREST INC CL A | 72352L106 | Stock | 1,052,712 | $69,374,000 | thousands by filing date | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 139,000 | $67,793,000 | thousands by filing date | |
| ANAPLAN INC | 03272L108 | COM | 943,437 | $67,786,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 747,393 | $65,696,000 | thousands by filing date | |
| SIX FLAGS ENTERTAINMENT CORP | 83001A102 | COM | 1,912,578 | $65,219,000 | thousands by filing date | |
| MATCH GROUP INC NEW | 57667L107 | COM | 416,492 | $62,969,000 | thousands by filing date | |
| ServiceNow,Inc. | 81762P102 | COM | 111,000 | $61,098,000 | thousands by filing date | |
| OUTFRONT MEDIA INC | 69007J106 | COM | 3,023,849 | $59,146,000 | thousands by filing date | |
| LIVEPERSON, INC. | 538146101 | COM | 816,000 | $50,780,000 | thousands by filing date | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 1,230,000 | $49,458,000 | thousands by filing date | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 1,119,000 | $48,397,000 | thousands by filing date | |
| FLEX LTD ORD | Y2573F102 | Stock | 2,609,167 | $46,913,000 | thousands by filing date | |
| MINISO GROUP HLDG LTD SPONSORED ADS | 66981J102 | ADR | 1,692,000 | $44,652,000 | thousands by filing date | |
| CONX CORP | 212873202 | UNIT 10/30/2027 | 4,000,000 | $41,800,000 | thousands by filing date | |
| AVALARA INC | 05338G106 | COM | 233,000 | $38,419,000 | thousands by filing date | |
| FIREEYE INC | 31816Q101 | COM | 1,538,776 | $35,484,000 | thousands by filing date | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 123,700 | $34,809,000 | thousands by filing date | |
| AZUL S A | 05501U106 | OPT | 1,524,000 | $34,778,000 | thousands by filing date | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 419,019 | $31,594,000 | thousands by filing date | |
| TENABLE HLDGS INC | 88025T102 | COM | 593,000 | $30,990,000 | thousands by filing date | |
| AUTODESK INC COM | 052769106 | Stock | 99,984 | $30,529,000 | thousands by filing date | |
| MCAFEE CORP | 579063108 | COM CL A | 1,400,000 | $23,366,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 28,807 | $20,328,000 | thousands by filing date | |
| Airbnb, Inc. Class A | 009066101 | COM | 133,000 | $19,524,000 | thousands by filing date | |
| ZAI LAB LTD ADR | 98887Q104 | ADR | 138,000 | $18,677,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 128,662 | $11,946,000 | thousands by filing date | |
| TAL ED GROUP SPONSORED ADS | 874080104 | ADR | 167,000 | $11,942,000 | thousands by filing date | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 87,063 | $8,153,000 | thousands by filing date | |
| LEGEND BIOTECH CORP | 52490G102 | SPONSORED ADS | 203,000 | $5,716,000 | thousands by filing date | |
| KE HLDGS INC SPONSORED ADS | 482497104 | ADR | 73,049 | $4,495,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-21-000748 | this filing | 2021-02-16 | acceptance time not in the bulk data set |