Jericho Capital Asset Management’s Kanzhun BZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,618,000	Closed	-$30.8M	–	25
2023 Q1	$30.8M	Buy	+1,618,000	New	+$35.3M	1.28%	22
2022 Q3	–	Sell	-3,254,882	Closed	-$85.5M	–	27
2022 Q2	$85.5M	Sell	3,254,882 -2,492,672	-43%	-$55.4M	5.37%	9
2022 Q1	$143M	Buy	5,747,554 +3,072,049	+115%	+$89.4M	7.7%	5
2021 Q4	$93.3M	Buy	2,675,505 +412,909	+18%	+$14.5M	3.42%	14
2021 Q3	$81.4M	Buy	2,262,596 +369,968	+20%	+$13.1M	2.23%	19
2021 Q2	$75M	Buy	+1,892,628	New	+$72.8M	1.78%	25

Other funds holding BZ

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

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

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

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Jericho Capital Asset Management sold out of Kanzhun (BZ) in Q2 2023, closing a stake of 1,618,000 shares — an estimated $30.8M sold.

Jericho Capital Asset Management first reported a position in BZ in Q2 2021 and held it in 6 quarters. The position peaked at $143M in Q1 2022. 176 funds tracked by Wall St. Rank hold BZ as of Q2 2023.

Jericho Capital Asset Management reported no remaining Kanzhun position as of Q2 2023 after selling out during the quarter.
Jericho Capital Asset Management sold 1,618,000 Kanzhun shares in Q2 2023, an estimated $30.8M.
Jericho Capital Asset Management first reported a position in Kanzhun in Q2 2021 and held it in 6 quarters.
Jericho Capital Asset Management's Kanzhun position peaked at $143M in Q1 2022.
176 funds tracked by Wall St. Rank held Kanzhun as of Q2 2023.

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