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 TTD DT DOCU DV 5 stocks	$981,432 31.56% of portfolio	2	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX LYV MSGE 3 stocks	$589,767 18.97% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$484,072 15.57% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NTNX INFA HOOD OKTA 4 stocks	$370,027 11.9% of portfolio	3	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$258,593 8.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$184,914 5.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services USM 1 stocks	$99,403 3.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$84,886 2.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$56,574 1.82% of portfolio	1	-	1	-	0 Calls 0 Puts

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