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 INTU TTD ZI 6 stocks	$2.71 Million 32.93% of portfolio	3	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD LYV NFLX MSGE 4 stocks	$1.57 Million 19.03% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META TWLO 3 stocks	$1.23 Million 14.97% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MDB AFRM NTNX CFLT 4 stocks	$1.02 Million 12.36% of portfolio	2	1	1	-	0 Calls 0 Puts
Communication Equipment \| Technology HPE CIEN CRDO 3 stocks	$796,186 9.67% of portfolio	3	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$488,655 5.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services UPST 1 stocks	$227,625 2.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMBA 1 stocks	$100,125 1.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services USM 1 stocks	$93,134 1.13% of portfolio	-	-	-	-	0 Calls 0 Puts

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