0001172661-21-001347.txt : 20210517 0001172661-21-001347.hdr.sgml : 20210517 20210517161708 ACCESSION NUMBER: 0001172661-21-001347 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 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: 21930898 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 03-31-2021 03-31-2021 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 05-17-2021 0 53 3784405 INFORMATION TABLE 2 infotable.xml 21VIANET GROUP INC SPONSORED ADS A 90138A103 48585 1504185 SH SOLE 1504185 0 0 ACM RESEARCH INC COM CL A 00108J109 57369 710102 SH SOLE 710102 0 0 AGORA INC ADS 00851L103 14880 296000 SH SOLE 296000 0 0 AIRBNB INC COM CL A 009066101 157400 837500 SH SOLE 837500 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 92574 825889 SH SOLE 825889 0 0 ALPHABET INC CAP STK CL A 02079K305 158814 77000 SH SOLE 77000 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 50989 2133418 SH SOLE 2133418 0 0 ANAPLAN INC COM 03272L108 61197 1136437 SH SOLE 1136437 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 91369 148000 SH SOLE 148000 0 0 ATLASSIAN CORP PLC CL A G06242104 78613 373000 SH SOLE 373000 0 0 BAIDU INC SPON ADR REP A 056752108 97462 448000 SH SOLE 448000 0 0 BILIBILI INC SPONS ADS REP Z 090040106 133825 1250000 SH SOLE 1250000 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 89887 1027866 SH SOLE 1027866 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 116621 4394166 SH SOLE 4394166 0 0 CONX CORP *W EXP 10/30/202 212873111 1230 1000000 SH SOLE 1000000 0 0 CONX CORP COM CL A 212873103 39880 4000000 SH SOLE 4000000 0 0 DISH NETWORK CORPORATION CL A 25470M109 257498 7113213 SH SOLE 7113213 0 0 EXPEDIA GROUP INC COM NEW 30212P303 163378 949208 SH SOLE 949208 0 0 FUTU HLDGS LTD SPON ADS CL A 36118L106 11753 74000 SH SOLE 74000 0 0 HUAZHU GROUP LTD SPONSORED ADS 44332N106 7851 143000 SH SOLE 143000 0 0 I MAB SPONSORED ADS 44975P103 7222 149000 SH SOLE 149000 0 0 INTEL CORP COM 458140100 88382 1380966 SH SOLE 1380966 0 0 INTUIT COM 461202103 59559 155481 SH SOLE 155481 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 47993 511000 SH SOLE 511000 0 0 LAS VEGAS SANDS CORP COM 517834107 78919 1298859 SH SOLE 1298859 0 0 LEAD EDGE GROWTH OPRTUNTS LT UNIT 04/01/2026 G54085124 14955 1500000 SH SOLE 1500000 0 0 LI AUTO INC SPONSORED ADS 50202M102 93750 3750001 SH SOLE 3750001 0 0 MCAFEE CORP COM CL A 579063108 31836 1400000 SH SOLE 1400000 0 0 MICRON TECHNOLOGY INC COM 595112103 65011 737000 SH SOLE 737000 0 0 MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 18375 765000 SH SOLE 765000 0 0 ON SEMICONDUCTOR CORP COM 682189105 73171 1758487 SH SOLE 1758487 0 0 PAYPAL HLDGS INC COM 70450Y103 116169 478375 SH SOLE 478375 0 0 PINDUODUO INC SPONSORED ADS 722304102 96253 718953 SH SOLE 718953 0 0 QUALTRICS INTL INC COM CL A 747601201 32778 996000 SH SOLE 996000 0 0 RLX TECHNOLOGY INC SPONSORED ADS 74969N103 6765 653000 SH SOLE 653000 0 0 SEA LTD SPONSORD ADS 81141R100 118669 531600 SH SOLE 531600 0 0 SERVICENOW INC COM 81762P102 109142 218235 SH SOLE 218235 0 0 SHIFT4 PMTS INC CL A 82452J109 50110 611019 SH SOLE 611019 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 88877 1912578 SH SOLE 1912578 0 0 SMARTSHEET INC COM CL A 83200N103 72230 1130000 SH SOLE 1130000 0 0 SNAP INC CL A 83304A106 89749 1716367 SH SOLE 1716367 0 0 TAL EDUCATION GROUP SPONSORED ADS 874080104 60258 1119000 SH SOLE 1119000 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 35673 1741000 SH SOLE 1741000 0 0 THOMA BRAVO ADVANTAGE COM CL A G88272102 14719 1408486 SH SOLE 1408486 0 0 TUYA INC SPONSERED ADS 90114C107 6913 327000 SH SOLE 327000 0 0 TWILIO INC CL A 90138F102 184913 542649 SH SOLE 542649 0 0 UBER TECHNOLOGIES INC COM 90353T100 6822 125155 SH SOLE 125155 0 0 VAIL RESORTS INC COM 91879Q109 76415 262000 SH SOLE 262000 0 0 WYNN RESORTS LTD COM 983134107 105060 838000 SH SOLE 838000 0 0 ZAI LAB LTD ADR 98887Q104 14544 109000 SH SOLE 109000 0 0 ZENDESK INC COM 98936J101 67913 512085 SH SOLE 512085 0 0 ZHIHU INC ADS 98955N108 12571 1550000 SH SOLE 1550000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 107514 829329 SH SOLE 829329 0 0