13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002481
Total Value
$3.75B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 613,000 | $372.3M | 9.93% |
| 2 | APPLOVIN CORP | APP | 3,890,567 | $269.3M | 7.19% |
| 3 | NUTANIX INC | NTNX | 3,988,923 | $246.2M | 6.57% |
| 4 | NVIDIA CORPORATION | NVDA | 254,079 | $229.6M | 6.13% |
| 5 | DRAFTKINGS INC NEW | DKNG | 4,995,153 | $226.8M | 6.05% |
| 6 | META PLATFORMS INC | META | 462,858 | $224.8M | 6.00% |
| 7 | THE TRADE DESK INC | 88339J105 | 2,419,355 | $211.5M | 5.64% |
| 8 | DOCUSIGN INC | DOCU | 3,417,908 | $203.5M | 5.43% |
| 9 | ELECTRONIC ARTS INC | EA | 1,425,000 | $189.1M | 5.04% |
| 10 | LIVE NATION ENTERTAINMENT IN | LYV | 1,340,000 | $141.7M | 3.78% |
| 11 | CADENCE DESIGN SYSTEM INC | CDNS | 429,743 | $133.8M | 3.57% |
| 12 | DYNATRACE INC | DT | 2,879,000 | $133.7M | 3.57% |
| 13 | SPHERE ENTERTAINMENT CO | SPHR | 2,542,865 | $124.8M | 3.33% |
| 14 | ROBLOX CORP | RBLX | 3,146,686 | $120.1M | 3.21% |
| 15 | ASML HOLDING N V | ASMLF | 117,000 | $113.5M | 3.03% |
| 16 | LIBERTY MEDIA CORP DEL | FWONB | 1,715,513 | $112.5M | 3.00% |
| 17 | BROADCOM INC | AVGO | 84,000 | $111.3M | 2.97% |
| 18 | SALESFORCE INC | CRM | 352,000 | $106.0M | 2.83% |
| 19 | MADISON SQUARE GARDEN ENTMT | 558256103 | 2,465,724 | $96.7M | 2.58% |
| 20 | HASHICORP INC | 418100103 | 3,338,951 | $90.0M | 2.40% |
| 21 | SHARKNINJA INC | SN | 1,000,300 | $62.3M | 1.66% |
| 22 | UNITED STATES CELLULAR CORP | UNTCW | 1,592,792 | $58.1M | 1.55% |
| 23 | DOUBLEVERIFY HLDGS INC | DV | 1,524,000 | $53.6M | 1.43% |
| 24 | INFORMATICA INC | 45674M101 | 1,487,000 | $52.0M | 1.39% |
| 25 | MERCADOLIBRE INC | MELI | 17,384 | $26.3M | 0.70% |
| 26 | SPROUT SOCIAL INC | SPT | 374,000 | $22.3M | 0.60% |
| 27 | CINEMARK HLDGS INC | CNK | 889,000 | $16.0M | 0.43% |
| 28 | CONX CORP | 212873111 | 1,000,000 | $199,900 | 0.01% |