13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-004005
Total Value
$2.94B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | T-MOBILE US INC | TMUSZ | 2,536,135 | $355.2M | 12.09% |
| 2 | META PLATFORMS INC | META | 1,084,963 | $325.7M | 11.08% |
| 3 | AKAMAI TECHNOLOGIES INC | AKAM | 2,048,062 | $218.2M | 7.43% |
| 4 | DRAFTKINGS INC NEW | DKNG | 7,153,967 | $210.6M | 7.17% |
| 5 | SPLUNK INC | 848637104 | 1,394,000 | $203.9M | 6.94% |
| 6 | UBER TECHNOLOGIES INC | UBER | 4,068,505 | $187.1M | 6.37% |
| 7 | LIVE NATION ENTERTAINMENT IN | LYV | 2,100,000 | $174.4M | 5.93% |
| 8 | NVIDIA CORPORATION | NVDA | 378,079 | $164.5M | 5.60% |
| 9 | CADENCE DESIGN SYSTEM INC | CDNS | 661,051 | $154.9M | 5.27% |
| 10 | ALPHABET INC | GOOG | 1,136,000 | $148.7M | 5.06% |
| 11 | ADOBE INC | ADBE | 288,400 | $147.1M | 5.00% |
| 12 | NUTANIX INC | NTNX | 2,363,000 | $82.4M | 2.80% |
| 13 | MATTEL INC | MAT | 3,487,000 | $76.8M | 2.61% |
| 14 | ANALOG DEVICES INC | ADI | 396,116 | $69.4M | 2.36% |
| 15 | SALESFORCE INC | CRM | 339,000 | $68.7M | 2.34% |
| 16 | SPHERE ENTERTAINMENT CO | SPHR | 1,698,802 | $63.1M | 2.15% |
| 17 | MADISON SQUARE GARDEN ENTMT | 558256103 | 1,903,724 | $62.7M | 2.13% |
| 18 | ON HLDG AG | H5919C104 | 2,140,144 | $59.5M | 2.03% |
| 19 | UNITED STATES CELLULAR CORP | UNTCW | 1,204,392 | $51.8M | 1.76% |
| 20 | ALTERYX INC | 02156B103 | 1,331,056 | $50.2M | 1.71% |
| 21 | LYFT INC | LYFT | 3,643,592 | $38.4M | 1.31% |
| 22 | LIONS GATE ENTMNT CORP | 535919401 | 3,000,000 | $25.4M | 0.87% |
| 23 | CONX CORP | 212873111 | 1,000,000 | $150,000 | 0.01% |