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 DT TTD FROG 5 stocks	$1.09 Million 27.99% of portfolio	2	2	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX LYV WBD MSGE EDR 5 stocks	$1.05 Million 26.99% of portfolio	4	1	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NTNX AFRM PLTR OKTA CFLT 5 stocks	$673,500 17.34% of portfolio	4	1	3	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META SNAP 2 stocks	$388,387 10.0% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$327,498 8.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$186,619 4.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services USM 1 stocks	$97,284 2.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$75,915 1.95% of portfolio	1	-	-	-	0 Calls 0 Puts

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