13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003480
Total Value
$7.51B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 2,095,319 | $733.5M | 9.77% |
| 2 | NETFLIX INC | NFLX | 392,000 | $524.9M | 6.99% |
| 3 | ORACLE CORP | ORCL-PD | 2,104,859 | $460.2M | 6.13% |
| 4 | LIVE NATION ENTERTAINMENT IN | LYV | 2,897,162 | $438.3M | 5.84% |
| 5 | NVIDIA CORPORATION | NVDA | 2,619,012 | $413.8M | 5.51% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 3,854,396 | $402.8M | 5.37% |
| 7 | UBER TECHNOLOGIES INC | UBER | 4,222,221 | $393.9M | 5.25% |
| 8 | DOCUSIGN INC | DOCU | 4,754,753 | $370.3M | 4.93% |
| 9 | TWILIO INC | TWLO | 2,859,363 | $355.6M | 4.74% |
| 10 | META PLATFORMS INC | META | 397,858 | $293.7M | 3.91% |
| 11 | AFFIRM HLDGS INC | AFRM | 3,661,975 | $253.2M | 3.37% |
| 12 | ANSYS INC | 03662Q105 | 712,000 | $250.1M | 3.33% |
| 13 | UPSTART HLDGS INC | UPST | 3,653,835 | $236.3M | 3.15% |
| 14 | ARM HOLDINGS PLC | 042068205 | 1,306,115 | $211.3M | 2.81% |
| 15 | QORVO INC | QRVO | 2,333,650 | $198.2M | 2.64% |
| 16 | WARNER BROS DISCOVERY INC | WBD | 16,803,525 | $192.6M | 2.57% |
| 17 | NUTANIX INC | NTNX | 2,441,481 | $186.6M | 2.49% |
| 18 | SNOWFLAKE INC | SNOW | 811,146 | $181.5M | 2.42% |
| 19 | NEBIUS GROUP N.V. | NBIS | 2,959,000 | $163.7M | 2.18% |
| 20 | THE TRADE DESK INC | 88339J105 | 2,183,000 | $157.2M | 2.09% |
| 21 | CELESTICA INC | CLS | 962,500 | $150.3M | 2.00% |
| 22 | DYNATRACE INC | DT | 2,571,767 | $142.0M | 1.89% |
| 23 | SPHERE ENTERTAINMENT CO | SPHR | 2,805,615 | $117.3M | 1.56% |
| 24 | UNITED STATES CELLULAR CORP | UNTCW | 1,815,844 | $116.2M | 1.55% |
| 25 | MADISON SQUARE GARDEN ENTMT | 558256103 | 2,885,724 | $115.3M | 1.54% |
| 26 | MONGODB INC | MDB | 526,000 | $110.5M | 1.47% |
| 27 | CIENA CORP | CIEN | 1,335,000 | $108.6M | 1.45% |
| 28 | SIX FLAGS ENTERTAINMENT CORP | FUN | 2,616,363 | $79.6M | 1.06% |
| 29 | ZOOMINFO TECHNOLOGIES INC | GTM | 7,526,518 | $76.2M | 1.01% |
| 30 | AMBARELLA INC | AMBA | 1,098,482 | $72.6M | 0.97% |