13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-005214
Total Value
$4.15B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 629,000 | $446.1M | 10.76% |
| 2 | APPLOVIN CORP | APP | 3,331,792 | $435.0M | 10.49% |
| 3 | NVIDIA CORPORATION | NVDA | 2,697,012 | $327.5M | 7.90% |
| 4 | META PLATFORMS INC | META | 473,858 | $271.3M | 6.54% |
| 5 | LIVE NATION ENTERTAINMENT IN | LYV | 2,430,977 | $266.2M | 6.42% |
| 6 | NUTANIX INC | NTNX | 3,757,003 | $222.6M | 5.37% |
| 7 | DOCUSIGN INC | DOCU | 3,549,253 | $220.4M | 5.31% |
| 8 | DYNATRACE INC | DT | 3,977,366 | $212.7M | 5.13% |
| 9 | AFFIRM HLDGS INC | AFRM | 4,659,147 | $190.2M | 4.59% |
| 10 | DRAFTKINGS INC NEW | DKNG | 4,760,700 | $186.6M | 4.50% |
| 11 | WARNER BROS DISCOVERY INC | WBD | 22,404,700 | $184.8M | 4.46% |
| 12 | THE TRADE DESK INC | 88339J105 | 1,338,000 | $146.7M | 3.54% |
| 13 | LIBERTY MEDIA CORP DEL | FWONB | 1,832,513 | $141.9M | 3.42% |
| 14 | SPHERE ENTERTAINMENT CO | SPHR | 2,805,615 | $124.0M | 2.99% |
| 15 | PALANTIR TECHNOLOGIES INC | PLTR | 3,224,000 | $119.9M | 2.89% |
| 16 | SNAP INC | SNAP | 10,946,968 | $117.1M | 2.82% |
| 17 | MADISON SQUARE GARDEN ENTMT | 558256103 | 2,465,724 | $104.9M | 2.53% |
| 18 | UNITED STATES CELLULAR CORP | UNTCW | 1,780,792 | $97.3M | 2.35% |
| 19 | OKTA INC | OKTA | 1,197,462 | $89.0M | 2.15% |
| 20 | ASML HOLDING N V | ASMLF | 91,108 | $75.9M | 1.83% |
| 21 | JFROG LTD | FROG | 2,502,890 | $72.7M | 1.75% |
| 22 | CONFLUENT INC | 20717M103 | 2,541,000 | $51.8M | 1.25% |
| 23 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 1,121,472 | $32.0M | 0.77% |
| 24 | LINEAGE INC | LINE | 125,000 | $9.8M | 0.24% |