JERICHO CAPITAL ASSET MANAGEMENT L P
Q4 2022 Form 13-F
NEW YORK, NEW YORK
CIK 0001525234
· CRD 156701
· SEC-registered investment adviser
$1.4B Reported Value Total
JERICHO CAPITAL ASSET MANAGEMENT L.P. reports 7 total accounts under management (AUM). There are 7 discretionary accounts valued at $3,762,570,000, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
10 funds
· $17.7B gross asset value
Hedge Fund: $17.6B · Private Equity Fund: $111.2M
Source: Form ADV filed 2026-04-27
Reported value
$1.4B
Quarter over quarter
+6.0%
Holdings
23
Top-10 concentration
79.9%
Filing Structure
Reports holdings for
- Jericho Capital Master Fund LP (not a 13F filer in our records) · File #028-14688 · Q2 2013 – Q1 2015
Key People
Form ADV owners & control persons
Josh Resnick
LIMITED PARTNER
Sangyeup Lee
CHIEF OPERATING OFFICER
Emer O'Hanlon
CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | February 14, 2023 |
| Form | 13F-HR |
| Reported value | $1.4B |
| Positions | 23 |
| Change in reported value | -14.4% |
| New positions | 8 |
| Exited positions | 9 |
| Position turnover | 53.1% |
| Top-10 concentration | 79.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
29 | $12.1B |
|
Q1 2026 13F
Filed May 15, 2026
|
23 | $6.8B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
25 | $8.8B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
30 | $9.6B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
30 | $7.5B |
|
Q1 2025 13F
Filed May 15, 2025
|
23 | $5.5B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
29 | $7.0B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
24 | $4.1B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
22 | $3.3B |
|
Q1 2024 13F
Filed May 15, 2024
|
28 | $3.7B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
27 | $3.3B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
23 | $2.9B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
22 | $2.6B |
|
Q1 2023 13F
Filed May 15, 2023
|
28 | $2.4B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
23 | $1.4B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
24 | $1.6B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
26 | $1.6B |
|
Q1 2022 13F
Filed May 16, 2022
|
21 | $1.9B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
29 | $2.7B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
42 | $3.7B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BABA ALIBABA GROUP HLDG LTD | $247.3M | 18.31% |
| 2 | NFLX NETFLIX INC | $206.0M | 15.25% |
| 3 | ESTC ELASTIC N V | $115.8M | 8.57% |
| 4 | MRVL MARVELL TECHNOLOGY INC | $98.5M | 7.29% |
| 5 | LVS LAS VEGAS SANDS CORP | $80.4M | 5.95% |
| 6 | SIX SIX FLAGS ENTMT CORP NEW | $80.4M | 5.95% |
| 7 | FLEX FLEX LTD | $75.4M | 5.58% |
| 8 | MNDY MONDAY COM LTD | $61.4M | 4.55% |
| 9 | MELI MERCADOLIBRE INC | $58.7M | 4.34% |
| 10 | AYX ALTERYX INC | $55.4M | 4.1% |
| 11 | CONX CONX CORP | $39.8M | 2.95% |
| 12 | FIVN FIVE9 INC | $32.8M | 2.43% |
| 13 | RPD RAPID7 INC | $29.1M | 2.16% |
| 14 | FROG JFROG LTD | $26.2M | 1.94% |
| 15 | EDR ENDEAVOR GROUP HLDGS INC | $24.2M | 1.8% |
| 16 | MBLY MOBILEYE GLOBAL INC | $22.3M | 1.65% |
| 17 | AMBA AMBARELLA INC | $22.3M | 1.65% |
| 18 | EDU NEW ORIENTAL ED & TECHNOLOGY | $21.2M | 1.57% |
| 19 | TAL TAL EDUCATION GROUP | $20.7M | 1.54% |
| 20 | RVNC REVANCE THERAPEUTICS INC | $17.3M | 1.28% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.