Jericho Capital Asset Management L.P. Portfolio Holdings by Sector

Jericho Capital Asset Management L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APP UBER DOCU ANSS SNOW TTD DT ZI 8 stocks	$2.3 Million 36.14% of portfolio	4	2	2	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX LYV WBD MSGE 4 stocks	$1.27 Million 19.88% of portfolio	-	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL AFRM NTNX MDB 4 stocks	$1.01 Million 15.84% of portfolio	1	3	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services TWLO META 2 stocks	$649,245 10.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QRVO 2 stocks	$611,927 9.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services UPST 1 stocks	$236,330 3.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services USM 1 stocks	$116,159 1.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CIEN 1 stocks	$108,575 1.7% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMBA 1 stocks	$72,565 1.14% of portfolio	1	-	1	-	0 Calls 0 Puts

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