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JCAM

Jericho Capital Asset Management Portfolio holdings

AUM $6.76B
1-Year Est. Return 88.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+88.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
-$85.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$98.6M
3
+$87.4M
4
TWTR
Twitter, Inc.
TWTR
+$86.6M
5
TWLO icon
Twilio
TWLO
+$79.9M

Top Sells

1
+$127M
2
+$104M
3
+$103M
4
CRWD icon
CrowdStrike
CRWD
+$102M
5
Z icon
Zillow
Z
+$97.3M

Sector Composition

1 Communication Services 35.06%
2 Technology 31.49%
3 Consumer Discretionary 29.51%
4 Real Estate 3.1%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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53
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-3,738,000
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55
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56
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-2,000
57
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-337,913
58
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59
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61
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-623,706
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-663,598
64
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