JCAM

Jericho Capital Asset Management Portfolio holdings

AUM $9.61B
1-Year Est. Return 132.78%
This Quarter Est. Return
1 Year Est. Return
+132.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.83B
AUM Growth
-$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$82.6M
3
+$79.1M
4
PAGS icon
PagSeguro Digital
PAGS
+$68.3M
5
NFLX icon
Netflix
NFLX
+$60.5M

Top Sells

1
+$147M
2
+$139M
3
+$56.5M
4
MTCH icon
Match Group
MTCH
+$56.3M
5
NBIS
Nebius Group N.V.
NBIS
+$56.3M

Sector Composition

1 Technology 44.13%
2 Communication Services 27.79%
3 Consumer Discretionary 10.56%
4 Financials 4.26%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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