Jericho Capital Asset Management L.P. Buys The Walt Disney Co, ON Semiconductor Corp, StoneCo, Sells Splunk Inc, Twitter Inc, Marvell Technology Group

• New Purchases: DIS, ON, STNE, PYPL, MU, INTU, RUN, GOOGL, TEAM, PLAN, NOW, DAL, UAL, FLEX, MNSO, CONXU, FEYE, AZUL, FOUR, TENB, ADSK, MCFE, ABNB,
• Added Positions: UBER, TMUS, BILI, DISH, AVLR, LPSN, TSLA, PDD, TAL, MTN, LI, ATVI, ZLAB,
• Reduced Positions: NIO, AMD, MTCH, PINS, JD, SE, CZR, TWLO,
• Sold Out: SPLK, TWTR, MRVL, YNDX, DT, PENN, LYV, LYFT, ZEN, CRWD, LAMR, XPEV, ANGI, API,

For the details of Jericho Capital Asset Management L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/jericho+capital+asset+management+l.p./current-portfolio/portfolio

1. The Walt Disney Co (DIS) - 1,927,000 shares, 8.22% of the total portfolio. New Position
2. DISH Network Corp (DISH) - 7,113,213 shares, 5.42% of the total portfolio. Shares added by 9.99%
3. ON Semiconductor Corp (ON) - 5,808,312 shares, 4.48% of the total portfolio. New Position
4. Zillow Group Inc (Z) - 1,453,974 shares, 4.44% of the total portfolio.
5. Expedia Group Inc (EXPE) - 1,232,698 shares, 3.84% of the total portfolio.

Jericho Capital Asset Management L.P. initiated holding in The Walt Disney Co. The purchase prices were between $118.47 and $181.18, with an estimated average price of $143.86. The stock is now traded at around $186.350000. The impact to a portfolio due to this purchase was 8.22%. The holding were 1,927,000 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. initiated holding in ON Semiconductor Corp. The purchase prices were between $22.44 and $32.73, with an estimated average price of $27.98. The stock is now traded at around $41.850000. The impact to a portfolio due to this purchase was 4.48%. The holding were 5,808,312 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. initiated holding in StoneCo Ltd. The purchase prices were between $52.54 and $85.54, with an estimated average price of $67.18. The stock is now traded at around $93.810000. The impact to a portfolio due to this purchase was 3.79%. The holding were 1,919,577 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. initiated holding in PayPal Holdings Inc. The purchase prices were between $179.81 and $243.49, with an estimated average price of $207.36. The stock is now traded at around $304.790000. The impact to a portfolio due to this purchase was 3.34%. The holding were 606,221 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. initiated holding in Micron Technology Inc. The purchase prices were between $46.55 and $75.18, with an estimated average price of $60.5. The stock is now traded at around $87.740000. The impact to a portfolio due to this purchase was 2.82%. The holding were 1,594,000 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. initiated holding in Intuit Inc. The purchase prices were between $314.68 and $381.16, with an estimated average price of $351.49. The stock is now traded at around $422.260000. The impact to a portfolio due to this purchase was 2.16%. The holding were 242,000 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. added to a holding in Uber Technologies Inc by 216.94%. The purchase prices were between $33.41 and $54.86, with an estimated average price of $44.94. The stock is now traded at around $60.520000. The impact to a portfolio due to this purchase was 2.1%. The holding were 2,555,155 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. added to a holding in T-Mobile US Inc by 134.00%. The purchase prices were between $109.51 and $134.85, with an estimated average price of $123.66. The stock is now traded at around $122.000000. The impact to a portfolio due to this purchase was 1.91%. The holding were 1,053,000 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. added to a holding in Bilibili Inc by 75.60%. The purchase prices were between $41.8 and $94.35, with an estimated average price of $58.83. The stock is now traded at around $148.840000. The impact to a portfolio due to this purchase was 1.08%. The holding were 1,250,000 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. added to a holding in Avalara Inc by 50.32%. The purchase prices were between $130.78 and $183.79, with an estimated average price of $160.38. The stock is now traded at around $168.630000. The impact to a portfolio due to this purchase was 0.3%. The holding were 233,000 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. added to a holding in LivePerson Inc by 29.11%. The purchase prices were between $50.23 and $67.85, with an estimated average price of $57.38. The stock is now traded at around $69.060000. The impact to a portfolio due to this purchase was 0.27%. The holding were 816,000 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. added to a holding in Tesla Inc by 88.81%. The purchase prices were between $388.04 and $705.67, with an estimated average price of $512.96. The stock is now traded at around $796.220000. The impact to a portfolio due to this purchase was 0.23%. The holding were 28,807 shares as of 2020-12-31.

Jericho Capital Asset Management L.P. sold out a holding in Splunk Inc. The sale prices were between $153.49 and $219.46, with an estimated average price of $191.23.

Jericho Capital Asset Management L.P. sold out a holding in Twitter Inc. The sale prices were between $39.47 and $55.87, with an estimated average price of $47.74.

Jericho Capital Asset Management L.P. sold out a holding in Marvell Technology Group Ltd. The sale prices were between $36.89 and $47.54, with an estimated average price of $43.32.

Jericho Capital Asset Management L.P. sold out a holding in Yandex NV. The sale prices were between $56.13 and $70.8, with an estimated average price of $63.86.

Jericho Capital Asset Management L.P. sold out a holding in Dynatrace Inc. The sale prices were between $34.36 and $44.51, with an estimated average price of $39.68.

Jericho Capital Asset Management L.P. sold out a holding in Penn National Gaming Inc. The sale prices were between $53.03 and $96.09, with an estimated average price of $71.32.