13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002335
Total Value
$5.50B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 2,793,759 | $740.3M | 13.47% |
| 2 | NETFLIX INC | NFLX | 579,000 | $539.9M | 9.82% |
| 3 | UBER TECHNOLOGIES INC | UBER | 5,629,628 | $410.2M | 7.46% |
| 4 | LIVE NATION ENTERTAINMENT IN | LYV | 3,141,082 | $410.2M | 7.46% |
| 5 | DOCUSIGN INC | DOCU | 4,754,753 | $387.0M | 7.04% |
| 6 | TWILIO INC | TWLO | 3,280,363 | $321.2M | 5.84% |
| 7 | NUTANIX INC | NTNX | 4,102,993 | $286.4M | 5.21% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 2,951,776 | $265.7M | 4.83% |
| 9 | WARNER BROS DISCOVERY INC | WBD | 22,404,700 | $240.4M | 4.37% |
| 10 | META PLATFORMS INC | META | 397,858 | $229.3M | 4.17% |
| 11 | AFFIRM HLDGS INC | AFRM | 5,057,039 | $228.5M | 4.16% |
| 12 | JUNIPER NETWORKS INC | 48203R104 | 5,641,514 | $204.2M | 3.71% |
| 13 | QORVO INC | QRVO | 2,333,650 | $169.0M | 3.07% |
| 14 | NVIDIA CORPORATION | NVDA | 1,527,012 | $165.5M | 3.01% |
| 15 | MONGODB INC | MDB | 921,000 | $161.5M | 2.94% |
| 16 | UNITED STATES CELLULAR CORP | UNTCW | 1,815,844 | $125.6M | 2.28% |
| 17 | DYNATRACE INC | DT | 2,527,742 | $119.2M | 2.17% |
| 18 | MADISON SQUARE GARDEN ENTMT | 558256103 | 2,885,724 | $94.5M | 1.72% |
| 19 | SIX FLAGS ENTERTAINMENT CORP | FUN | 2,616,363 | $93.3M | 1.70% |
| 20 | SPHERE ENTERTAINMENT CO | SPHR | 2,805,615 | $91.8M | 1.67% |
| 21 | THE TRADE DESK INC | 88339J105 | 1,581,000 | $86.5M | 1.57% |
| 22 | ZOOMINFO TECHNOLOGIES INC | GTM | 7,526,518 | $75.3M | 1.37% |
| 23 | CONFLUENT INC | 20717M103 | 2,181,000 | $51.1M | 0.93% |