13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003139
Total Value
$2.56B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | 00507V109 | 4,497,550 | $379.1M | 14.83% |
| 2 | T-MOBILE US INC | TMUSZ | 2,402,135 | $333.7M | 13.05% |
| 3 | CADENCE DESIGN SYSTEM INC | CDNS | 1,067,051 | $250.2M | 9.79% |
| 4 | NETFLIX INC | NFLX | 412,025 | $181.5M | 7.10% |
| 5 | NVIDIA CORPORATION | NVDA | 391,854 | $165.8M | 6.48% |
| 6 | META PLATFORMS INC | META | 575,963 | $165.3M | 6.47% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 1,258,716 | $143.4M | 5.61% |
| 8 | DRAFTKINGS INC NEW | DKNG | 5,131,967 | $136.4M | 5.33% |
| 9 | LIVE NATION ENTERTAINMENT IN | LYV | 1,374,000 | $125.2M | 4.90% |
| 10 | MICROSOFT CORP | MSFT | 237,000 | $80.7M | 3.16% |
| 11 | SPLUNK INC | 848637104 | 751,000 | $79.7M | 3.12% |
| 12 | PALANTIR TECHNOLOGIES INC | PLTR | 5,000,000 | $76.7M | 3.00% |
| 13 | MERCADOLIBRE INC | MELI | 62,000 | $73.4M | 2.87% |
| 14 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 2,651,137 | $68.9M | 2.69% |
| 15 | MONDAY COM LTD | MNDY | 400,000 | $68.5M | 2.68% |
| 16 | ADOBE SYSTEMS INCORPORATED | ADBE | 113,400 | $55.5M | 2.17% |
| 17 | LAM RESEARCH CORP | LRCX | 59,210 | $38.1M | 1.49% |
| 18 | DIGITAL RLTY TR INC | 253868103 | 332,530 | $37.9M | 1.48% |
| 19 | LIONS GATE ENTMNT CORP | 535919401 | 4,048,967 | $35.8M | 1.40% |
| 20 | LYFT INC | LYFT | 3,643,592 | $34.9M | 1.37% |
| 21 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 1,075,819 | $25.7M | 1.01% |
| 22 | CONX CORP | 212873111 | 1,000,000 | $200,000 | 0.01% |