13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005043
Total Value
$9.61B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 2,095,319 | $1.51B | 15.67% |
| 2 | WARNER BROS DISCOVERY INC | WBD | 35,095,390 | $685.4M | 7.13% |
| 3 | ALPHABET INC | GOOG | 2,684,000 | $652.5M | 6.79% |
| 4 | NEBIUS GROUP N.V. | NBIS | 4,607,497 | $517.3M | 5.38% |
| 5 | NVIDIA CORPORATION | NVDA | 2,619,012 | $488.7M | 5.09% |
| 6 | LIVE NATION ENTERTAINMENT IN | LYV | 2,897,162 | $473.4M | 4.93% |
| 7 | MONGODB INC | MDB | 1,378,540 | $427.9M | 4.45% |
| 8 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 16,974,768 | $416.9M | 4.34% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 3,854,396 | $402.6M | 4.19% |
| 10 | META PLATFORMS INC | META | 521,858 | $383.2M | 3.99% |
| 11 | DOCUSIGN INC | DOCU | 4,754,753 | $342.8M | 3.57% |
| 12 | UBER TECHNOLOGIES INC | UBER | 3,150,000 | $308.6M | 3.21% |
| 13 | CIENA CORP | CIEN | 1,983,000 | $288.9M | 3.01% |
| 14 | NETFLIX INC | NFLX | 239,000 | $286.5M | 2.98% |
| 15 | INTUIT | INTU | 391,000 | $267.0M | 2.78% |
| 16 | AFFIRM HLDGS INC | AFRM | 3,350,248 | $244.8M | 2.55% |
| 17 | UPSTART HLDGS INC | UPST | 4,480,809 | $227.6M | 2.37% |
| 18 | CORE SCIENTIFIC INC NEW | 21874A106 | 11,699,823 | $209.9M | 2.18% |
| 19 | THE TRADE DESK INC | 88339J105 | 4,067,000 | $199.3M | 2.07% |
| 20 | TWILIO INC | TWLO | 1,970,978 | $197.3M | 2.05% |
| 21 | NUTANIX INC | NTNX | 2,441,481 | $181.6M | 1.89% |
| 22 | SPHERE ENTERTAINMENT CO | SPHR | 2,705,615 | $168.1M | 1.75% |
| 23 | CONFLUENT INC | 20717M103 | 8,266,000 | $163.7M | 1.70% |
| 24 | MADISON SQUARE GARDEN ENTMT | 558256103 | 2,885,724 | $130.6M | 1.36% |
| 25 | AMBARELLA INC | AMBA | 1,213,347 | $100.1M | 1.04% |
| 26 | ZOOMINFO TECHNOLOGIES INC | GTM | 8,793,670 | $95.9M | 1.00% |
| 27 | ARRAY DIGITAL INFRASTRUCTURE | UNTCW | 1,815,844 | $90.8M | 0.95% |
| 28 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 621,000 | $90.4M | 0.94% |
| 29 | SIX FLAGS ENTERTAINMENT CORP | FUN | 2,616,300 | $59.4M | 0.62% |
| 30 | STUBHUB HLDGS INC | STUB | 75,000 | $1.3M | 0.01% |