Jericho Capital Asset Management’s Braze BRZE Stock Holding History

Jericho Capital Asset Management’s Portfolio BRZE Stock Details BRZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-667,146	Closed	-$23.1M	–	24
2023 Q1	$23.1M	Buy	+667,146	New	+$20.8M	0.96%	26
2022 Q4	–	Sell	-826,382	Closed	-$28.8M	–	25
2022 Q3	$28.8M	Buy	826,382 +138,002	+20%	+$5.83M	1.83%	17
2022 Q2	$24.9M	Buy	+688,380	New	+$25.2M	1.56%	21

Other funds holding BRZE

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Jericho Capital Asset Management's BRZE Position: Q2 2023 in Review

Jericho Capital Asset Management sold out of Braze (BRZE) in Q2 2023, closing a stake of 667,146 shares — an estimated $23.1M sold.

Jericho Capital Asset Management first reported a position in BRZE in Q2 2022 and held it in 3 quarters. The position peaked at $28.8M in Q3 2022. 165 funds tracked by Wall St. Rank hold BRZE as of Q2 2023.

Jericho Capital Asset Management reported no remaining Braze position as of Q2 2023 after selling out during the quarter.
Jericho Capital Asset Management sold 667,146 Braze shares in Q2 2023, an estimated $23.1M.
Jericho Capital Asset Management first reported a position in Braze in Q2 2022 and held it in 3 quarters.
Jericho Capital Asset Management's Braze position peaked at $28.8M in Q3 2022.
165 funds tracked by Wall St. Rank held Braze as of Q2 2023.

Based on Jericho Capital Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.