13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003524
Total Value
$3.32B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 2,540,790 | $313.9M | 9.44% |
| 2 | APPLOVIN CORP | APP | 3,331,792 | $277.3M | 8.34% |
| 3 | NETFLIX INC | NFLX | 400,000 | $270.0M | 8.12% |
| 4 | META PLATFORMS INC | META | 512,858 | $258.6M | 7.78% |
| 5 | THE TRADE DESK INC | 88339J105 | 2,419,355 | $236.3M | 7.11% |
| 6 | LIVE NATION ENTERTAINMENT IN | LYV | 2,483,179 | $232.8M | 7.00% |
| 7 | NUTANIX INC | NTNX | 3,988,923 | $226.8M | 6.82% |
| 8 | DYNATRACE INC | DT | 5,040,366 | $225.5M | 6.78% |
| 9 | DRAFTKINGS INC NEW | DKNG | 4,844,491 | $184.9M | 5.56% |
| 10 | DOCUSIGN INC | DOCU | 3,417,908 | $182.9M | 5.50% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 979,134 | $170.2M | 5.12% |
| 12 | UNITED STATES CELLULAR CORP | UNTCW | 1,780,792 | $99.4M | 2.99% |
| 13 | SPHERE ENTERTAINMENT CO | SPHR | 2,542,865 | $89.2M | 2.68% |
| 14 | ASML HOLDING N V | ASMLF | 83,000 | $84.9M | 2.55% |
| 15 | MADISON SQUARE GARDEN ENTMT | 558256103 | 2,465,724 | $84.4M | 2.54% |
| 16 | SHARKNINJA INC | SN | 1,000,300 | $75.2M | 2.26% |
| 17 | INFORMATICA INC | 45674M101 | 2,184,750 | $67.5M | 2.03% |
| 18 | ROBINHOOD MKTS INC | 770700102 | 2,794,000 | $63.5M | 1.91% |
| 19 | DOUBLEVERIFY HLDGS INC | DV | 3,056,000 | $59.5M | 1.79% |
| 20 | NU HLDGS LTD | NU | 4,389,000 | $56.6M | 1.70% |
| 21 | LIBERTY MEDIA CORP DEL | FWONB | 733,513 | $52.7M | 1.59% |
| 22 | OKTA INC | OKTA | 131,836 | $12.3M | 0.37% |