Jericho Capital Asset Management’s Shift4 FOUR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-611,019	Closed	-$50.1M	–	54
2021 Q1	$50.1M	Buy	611,019 +192,000	+46%	+$15.7M	1.32%	34
2020 Q4	$31.6M	Buy	+419,019	New	+$31.6M	0.74%	43