0001172661-21-000748.txt : 20210216 0001172661-21-000748.hdr.sgml : 20210216 20210216163039 ACCESSION NUMBER: 0001172661-21-000748 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Jericho Capital Asset Management L.P. CENTRAL INDEX KEY: 0001525234 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14687 FILM NUMBER: 21639264 BUSINESS ADDRESS: STREET 1: 510 MADISON AVENUE STREET 2: 27TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-946-7640 MAIL ADDRESS: STREET 1: 510 MADISON AVENUE STREET 2: 27TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001525234 XXXXXXXX 12-31-2020 12-31-2020 false Jericho Capital Asset Management L.P.

510 Madison Avenue 27th Floor New York NY 10022

13F HOLDINGS REPORT 028-14687 N Josh Resnick 212-946-7650 /s/ Josh Resnick New York NY 02-16-2021 0 54 4245934 INFORMATION TABLE 2 infotable.xml 21VIANET GROUP INC SPONSORED ADS A 90138A103 76204 2196703 SH SOLE 2196703 0 0 ACTIVISION BLIZZARD INC COM 00507V109 11946 128662 SH SOLE 128662 0 0 ADVANCED MICRO DEVICES INC COM 007903107 75880 827390 SH SOLE 827390 0 0 AIRBNB INC COM CL A 009066101 19524 133000 SH SOLE 133000 0 0 ALPHABET INC CAP STK CL A 02079K305 75232 42925 SH SOLE 42925 0 0 ANAPLAN INC COM 03272L108 67786 943437 SH SOLE 943437 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 67793 139000 SH SOLE 139000 0 0 ATLASSIAN CORP PLC CL A G06242104 74605 319000 SH SOLE 319000 0 0 AUTODESK INC COM 052769106 30529 99984 SH SOLE 99984 0 0 AVALARA INC COM 05338G106 38419 233000 SH SOLE 233000 0 0 AZUL S A SPONSR ADR PFD 05501U106 34778 1524000 SH SOLE 1524000 0 0 BILIBILI INC SPONS ADS REP Z 090040106 107150 1250000 SH SOLE 1250000 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 91723 1235000 SH SOLE 1235000 0 0 CONX CORP UNIT 10/30/2027 212873202 41800 4000000 SH SOLE 4000000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 49458 1230000 SH SOLE 1230000 0 0 DISH NETWORK CORPORATION CL A 25470M109 230041 7113213 SH SOLE 7113213 0 0 DISNEY WALT CO COM 254687106 349134 1927000 SH SOLE 1927000 0 0 EXPEDIA GROUP INC COM NEW 30212P303 163209 1232698 SH SOLE 1232698 0 0 FIREEYE INC COM 31816Q101 35484 1538776 SH SOLE 1538776 0 0 FLEX LTD ORD Y2573F102 46913 2609167 SH SOLE 2609167 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 8153 87063 SH SOLE 87063 0 0 INTUIT COM 461202103 91924 242000 SH SOLE 242000 0 0 JD.COM INC SPON ADR CL A 47215P106 65696 747393 SH SOLE 747393 0 0 KE HLDGS INC SPONSORED ADS 482497104 4495 73049 SH SOLE 73049 0 0 LEGEND BIOTECH CORP SPONSORED ADS 52490G102 5716 203000 SH SOLE 203000 0 0 LI AUTO INC SPONSORED ADS 50202M102 108113 3750001 SH SOLE 3750001 0 0 LIVEPERSON INC COM 538146101 50780 816000 SH SOLE 816000 0 0 MATCH GROUP INC NEW COM 57667L107 62969 416492 SH SOLE 416492 0 0 MCAFEE CORP COM CL A 579063108 23366 1400000 SH SOLE 1400000 0 0 MICRON TECHNOLOGY INC COM 595112103 119837 1594000 SH SOLE 1594000 0 0 MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 44652 1692000 SH SOLE 1692000 0 0 NIO INC SPON ADS 62914V106 73110 1500000 SH SOLE 1500000 0 0 ON SEMICONDUCTOR CORP COM 682189105 190106 5808312 SH SOLE 5808312 0 0 OUTFRONT MEDIA INC COM 69007J106 59146 3023849 SH SOLE 3023849 0 0 PAYPAL HLDGS INC COM 70450Y103 141977 606221 SH SOLE 606221 0 0 PINDUODUO INC SPONSORED ADS 722304102 117787 662953 SH SOLE 662953 0 0 PINTEREST INC CL A 72352L106 69374 1052712 SH SOLE 1052712 0 0 SEA LTD SPONSORD ADS 81141R100 96340 484000 SH SOLE 484000 0 0 SERVICENOW INC COM 81762P102 61098 111000 SH SOLE 111000 0 0 SHIFT4 PMTS INC CL A 82452J109 31594 419019 SH SOLE 419019 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 65219 1912578 SH SOLE 1912578 0 0 SNOWFLAKE INC CL A 833445109 34809 123700 SH SOLE 123700 0 0 STONECO LTD COM CL A G85158106 161091 1919577 SH SOLE 1919577 0 0 SUNRUN INC COM 86771W105 84088 1211990 SH SOLE 1211990 0 0 TAL EDUCATION GROUP SPONSORED ADS 874080104 11942 167000 SH SOLE 167000 0 0 TENABLE HLDGS INC COM 88025T102 30990 593000 SH SOLE 593000 0 0 TESLA INC COM 88160R101 20328 28807 SH SOLE 28807 0 0 T-MOBILE US INC COM 872590104 141997 1053000 SH SOLE 1053000 0 0 TWILIO INC CL A 90138F102 103243 305000 SH SOLE 305000 0 0 UBER TECHNOLOGIES INC COM 90353T100 130313 2555155 SH SOLE 2555155 0 0 UNITED AIRLS HLDGS INC COM 910047109 48397 1119000 SH SOLE 1119000 0 0 VAIL RESORTS INC COM 91879Q109 92273 330774 SH SOLE 330774 0 0 ZAI LAB LTD ADR 98887Q104 18677 138000 SH SOLE 138000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 188726 1453974 SH SOLE 1453974 0 0