Quarter snapshot

Jericho Capital Asset Management

history	Ticker	Change	% of portfolio	Shares	Value
≡	SRAD	SOLD	—	—	—
≡	GTM	SOLD	—	—	—
≡	AMBA	SOLD	—	—	—
≡	UPST	SOLD	—	—	—
≡	META	SOLD	—	—	—
≡	AFRM	SOLD	—	—	—
≡	CFLT	SOLD	—	—	—
≡	NFLX	SOLD	—	—	—
≡	LSCC	NEW	0.3%	222,215	$20,612,664
≡	AD		1.24%	1,815,844	$83,783,043
≡	TWLO	NEW	1.3%	697,511	$87,760,834
≡	DOCU	−37%	2.1%	3,000,000	$142,230,000
≡	WK	NEW	2.17%	2,465,745	$147,032,374
≡	NTNX	+26%	2.2%	3,920,496	$149,018,053
≡	WDC	NEW	2.33%	581,562	$157,306,706
≡	CORZ	−10%	2.59%	11,723,450	$175,382,811
≡	LION	+236%	2.67%	18,815,105	$180,436,857
≡	KTOS	NEW	2.76%	2,649,578	$186,821,746
≡	MSGE		3.19%	3,662,724	$215,771,071
≡	SNOW	+1%	3.55%	1,591,778	$240,071,958
≡	MDB		3.61%	996,540	$243,923,097
≡	NVDA	−68%	4.25%	1,647,012	$287,238,893
≡	SPHR		4.52%	2,605,615	$305,899,201
≡	AMAT	NEW	4.57%	904,355	$309,099,496
≡	GOOG	−16%	4.75%	1,118,000	$321,492,080
≡	FOXA	+125%	5.77%	6,684,878	$390,396,876
≡	FWONK	+16%	6.6%	5,248,396	$446,218,628
≡	LYV	−2%	8.85%	3,927,383	$598,965,181
≡	CIEN		9.5%	1,656,172	$642,975,655
≡	APP	−20%	9.87%	1,677,224	$667,535,152
≡	FFIV	+16%	11.3%	2,643,013	$764,702,952

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