Quarter snapshot

Jericho Capital Asset Management

history	Ticker	Change	% of portfolio	Shares	Value
≡	DOCU	SOLD	—	—	—
≡	KTOS	SOLD	—	—	—
≡	SNOW	SOLD	—	—	—
≡	MDB	SOLD	—	—	—
≡	AD		0.54%	1,815,844	$65,842,503
≡	TTAN	NEW	1.13%	1,940,000	$137,177,400
≡	WK	+41%	1.4%	3,482,515	$168,936,802
≡	TTD	NEW	1.4%	9,395,296	$169,866,952
≡	ZS	NEW	1.59%	1,362,862	$192,367,972
≡	MSI	NEW	1.93%	563,528	$234,027,543
≡	FPS	NEW	2.04%	4,429,000	$247,403,940
≡	CIEN	−66%	2.28%	561,513	$275,455,817
≡	LION		2.38%	18,815,105	$288,059,258
≡	NTNX	+45%	2.39%	5,668,014	$288,841,994
≡	MSGE		2.45%	3,662,724	$296,277,745
≡	NVDA	−8%	2.51%	1,519,012	$303,939,110
≡	GOOG		3.3%	1,118,000	$399,539,661
≡	AMAT	−39%	3.31%	553,927	$400,489,221
≡	LITE	NEW	3.35%	472,235	$405,205,965
≡	WDC	+11%	3.4%	644,764	$411,823,662
≡	SPHR		3.73%	2,605,615	$450,849,563
≡	TWLO	+214%	3.74%	2,192,455	$452,369,240
≡	ON	NEW	3.81%	4,881,237	$461,472,146
≡	HOOD	NEW	4.01%	4,833,000	$484,653,240
≡	FWONK		4.13%	5,248,396	$499,332,396
≡	LSCC	+1371%	4.13%	3,269,111	$500,043,219
≡	MU	NEW	4.45%	466,943	$538,987,635
≡	RDDT	NEW	4.79%	3,335,221	$578,927,661
≡	CORZ	+95%	4.84%	22,882,942	$585,574,486
≡	FOXA	+114%	6.18%	14,334,514	$747,688,251
≡	LYV	+7%	6.35%	4,194,203	$768,000,511
≡	APP		7.14%	1,677,224	$864,156,122
≡	FFIV	−20%	7.28%	2,118,749	$881,314,834