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 DOCU UBER DT TTD ZI RIOT 7 stocks	$2.22 Million 37.14% of portfolio	4	2	3	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX LYV WBD MSGE 4 stocks	$1.48 Million 24.78% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META TWLO SNAP 3 stocks	$734,165 12.27% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology AFRM NTNX CFLT 3 stocks	$571,415 9.55% of portfolio	2	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$470,625 7.86% of portfolio	1	1	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$195,132 3.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services USM 1 stocks	$113,889 1.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical WYNN 1 stocks	$101,375 1.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$92,193 1.54% of portfolio	1	-	1	-	0 Calls 0 Puts

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