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 DT TTD ZI 6 stocks	$1.82 Million 36.06% of portfolio	2	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX LYV WBD MSGE 4 stocks	$1.28 Million 25.43% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NTNX AFRM MDB CFLT 4 stocks	$727,621 14.43% of portfolio	2	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services TWLO META 2 stocks	$550,489 10.92% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology QRVO NVDA 2 stocks	$334,476 6.63% of portfolio	1	1	1	-	0 Calls 0 Puts
Communication Equipment \| Technology JNPR 1 stocks	$204,166 4.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services USM 1 stocks	$125,565 2.49% of portfolio	-	-	-	-	0 Calls 0 Puts

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