13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001193
Total Value
$7.00B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 2,793,759 | $904.7M | 12.92% |
| 2 | NETFLIX INC | NFLX | 819,000 | $730.0M | 10.43% |
| 3 | DOCUSIGN INC | DOCU | 4,754,753 | $427.6M | 6.11% |
| 4 | LIVE NATION ENTERTAINMENT IN | LYV | 3,208,082 | $415.4M | 5.93% |
| 5 | ISHARES BITCOIN TRUST ETF | IBIT | 7,128,000 | $378.1M | 5.40% |
| 6 | META PLATFORMS INC | META | 612,858 | $358.8M | 5.12% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 3,637,776 | $337.1M | 4.81% |
| 8 | NVIDIA CORPORATION | NVDA | 2,407,012 | $323.2M | 4.62% |
| 9 | AFFIRM HLDGS INC | AFRM | 5,198,039 | $316.6M | 4.52% |
| 10 | TWILIO INC | TWLO | 2,787,363 | $301.3M | 4.30% |
| 11 | UBER TECHNOLOGIES INC | UBER | 4,951,000 | $298.6M | 4.26% |
| 12 | WARNER BROS DISCOVERY INC | WBD | 22,404,700 | $236.8M | 3.38% |
| 13 | DYNATRACE INC | DT | 3,887,043 | $211.3M | 3.02% |
| 14 | DRAFTKINGS INC NEW | DKNG | 5,245,494 | $195.1M | 2.79% |
| 15 | NUTANIX INC | NTNX | 2,794,636 | $171.0M | 2.44% |
| 16 | THE TRADE DESK INC | 88339J105 | 1,338,000 | $157.3M | 2.25% |
| 17 | BROADCOM INC | AVGO | 635,733 | $147.4M | 2.10% |
| 18 | SIX FLAGS ENTERTAINMENT CORP | FUN | 2,471,000 | $119.1M | 1.70% |
| 19 | ZOOMINFO TECHNOLOGIES INC | GTM | 11,096,283 | $116.6M | 1.67% |
| 20 | UNITED STATES CELLULAR CORP | UNTCW | 1,815,844 | $113.9M | 1.63% |
| 21 | SPHERE ENTERTAINMENT CO | SPHR | 2,805,615 | $113.1M | 1.62% |
| 22 | RIOT PLATFORMS INC | RIOT | 10,420,000 | $106.4M | 1.52% |
| 23 | WYNN RESORTS LTD | WYNN | 1,176,591 | $101.4M | 1.45% |
| 24 | MADISON SQUARE GARDEN ENTMT | 558256103 | 2,733,724 | $97.3M | 1.39% |
| 25 | NU HLDGS LTD | NU | 8,899,000 | $92.2M | 1.32% |
| 26 | CONFLUENT INC | 20717M103 | 3,000,000 | $83.9M | 1.20% |
| 27 | SNAP INC | SNAP | 6,631,299 | $71.4M | 1.02% |
| 28 | CORE SCIENTIFIC INC NEW | 21874A106 | 2,792,870 | $39.2M | 0.56% |
| 29 | HUT 8 CORP | HUT | 1,825,261 | $37.4M | 0.53% |