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Jericho Capital Asset Management L.p.

13F Holdings
Filed: 2025-05-15
Portfolio Value
5.50B arrow_downward -21.5%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001525234
Filing Date
2025-05-15 16:11:28
Address
510 Madison Avenue
New York
NY
Prior Value
7.00B
Top 10 Holdings %
lock
Portfolio Value
Jericho Capital Asset Management L.p.
(13F - 2025-03-31)
Applovin Corp
APP
2025-05-15
Value
740.26M
Shares
2.79M
Portfolio %
13.47%
Netflix Inc
NFLX
2025-05-15
Value
539.93M
Shares
579.00K
Portfolio %
9.82%
Uber Technologies Inc
-
2025-05-15
Value
410.17M
Shares
5.63M
Portfolio %
7.46%
Live Nation Entertainment In
-
2025-05-15
Value
410.16M
Shares
3.14M
Portfolio %
7.46%
Docusign Inc
-
2025-05-15
Value
387.04M
Shares
4.75M
Portfolio %
7.04%
Twilio Inc
TWLO
2025-05-15
Value
321.18M
Shares
3.28M
Portfolio %
5.84%
Nutanix Inc
-
2025-05-15
Value
286.43M
Shares
4.10M
Portfolio %
5.21%
Liberty Media Corp Del
-
2025-05-15
Value
265.69M
Shares
2.95M
Portfolio %
4.83%
Warner Bros Discovery Inc
-
2025-05-15
Value
240.40M
Shares
22.40M
Portfolio %
4.37%
Meta Platforms Inc
-
2025-05-15
Value
229.31M
Shares
397.86K
Portfolio %
4.17%
Top Increases | Jericho Capital Asset Management L.p.
(2024-12-31 → 2025-03-31)
Uber Technologies Inc
-
2025-05-15
Value Change
arrow_upward 111.53M
Shares
arrow_upward 678.63K
Portfolio % Change
arrow_upward 3.20%
Portfolio %
7.46%
Nutanix Inc
-
2025-05-15
Value Change
arrow_upward 115.45M
Shares
arrow_upward 1.31M
Portfolio % Change
arrow_upward 2.77%
Portfolio %
5.21%
Twilio Inc
TWLO
2025-05-15
Value Change
arrow_upward 19.92M
Shares
arrow_upward 493.00K
Portfolio % Change
arrow_upward 1.54%
Portfolio %
5.84%
Live Nation Entertainment In
-
2025-05-15
Value Change
arrow_upward -5284131.00
Shares
arrow_upward -67000.00
Portfolio % Change
arrow_upward 1.53%
Portfolio %
7.46%
Warner Bros Discovery Inc
-
2025-05-15
Value Change
arrow_upward 3.58M
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.99%
Portfolio %
4.37%
Docusign Inc
-
2025-05-15
Value Change
arrow_upward -40605591.00
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.93%
Portfolio %
7.04%
United States Cellular Corp
UZE
2025-05-15
Value Change
arrow_upward 11.68M
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.66%
Portfolio %
2.28%
Applovin Corp
APP
2025-05-15
Value Change
arrow_upward -164440655.00
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.55%
Portfolio %
13.47%
Madison Square Garden Entmt
-
2025-05-15
Value Change
arrow_upward -2841970.00
Shares
arrow_upward 152.00K
Portfolio % Change
arrow_upward 0.33%
Portfolio %
1.72%
Sphere Entertainment Co
SPHR
2025-05-15
Value Change
arrow_upward -21322674.00
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.05%
Portfolio %
1.67%
Top Decreases | Jericho Capital Asset Management L.p.
(2024-12-31 → 2025-03-31)
Six Flags Entertainment Corp
-
2025-05-15
Value Change
arrow_downward -25751822.00
Shares
arrow_downward 145.36K
Portfolio % Change
arrow_downward 0.00%
Portfolio %
1.70%
Confluent Inc
-
2025-05-15
Value Change
arrow_downward -32757360.00
Shares
arrow_downward -819000.00
Portfolio % Change
arrow_downward 0.27%
Portfolio %
0.93%
Zoominfo Technologies Inc
ZI
2025-05-15
Value Change
arrow_downward -41356754.00
Shares
arrow_downward -3569765.00
Portfolio % Change
arrow_downward 0.30%
Portfolio %
1.37%
Affirm Hldgs Inc
-
2025-05-15
Value Change
arrow_downward -88032983.00
Shares
arrow_downward -141000.00
Portfolio % Change
arrow_downward 0.36%
Portfolio %
4.16%
Netflix Inc
NFLX
2025-05-15
Value Change
arrow_downward -190056210.00
Shares
arrow_downward -240000.00
Portfolio % Change
arrow_downward 0.60%
Portfolio %
9.82%
The Trade Desk Inc
-
2025-05-15
Value Change
arrow_downward -70742820.00
Shares
arrow_downward 243.00K
Portfolio % Change
arrow_downward 0.67%
Portfolio %
1.57%
Dynatrace Inc
-
2025-05-15
Value Change
arrow_downward -92077752.00
Shares
arrow_downward -1359301.00
Portfolio % Change
arrow_downward 0.85%
Portfolio %
2.17%
Meta Platforms Inc
-
2025-05-15
Value Change
arrow_downward -129525051.00
Shares
arrow_downward -215000.00
Portfolio % Change
arrow_downward 0.95%
Portfolio %
4.17%
Nvidia Corporation
-
2025-05-15
Value Change
arrow_downward -157740080.00
Shares
arrow_downward -880000.00
Portfolio % Change
arrow_downward 1.61%
Portfolio %
3.01%
Jericho Capital Asset Management L.p. (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Jericho Capital Asset Management L.p.
(2024-12-31 → 2025-03-31)
Juniper Networks Inc
JNPR
2025-05-15
Value
add_circle 204.17M
Shares
5.64M
Portfolio %
3.71%
% Change
3.71%
Qorvo Inc
-
2025-05-15
Value
add_circle 168.98M
Shares
2.33M
Portfolio %
3.07%
% Change
3.07%
Mongodb Inc
-
2025-05-15
Value
add_circle 161.54M
Shares
921.00K
Portfolio %
2.94%
% Change
2.94%
Closed Positions | Jericho Capital Asset Management L.p.
(2024-12-31 → 2025-03-31)
Hut 8 Corp
-
2025-02-14
Value
remove_circle 37.40M
Shares
1.83M
Previous %
12.92%
% Change
-12.92%
Core Scientific Inc New
-
2025-02-14
Value
remove_circle 39.24M
Shares
2.79M
Previous %
12.92%
% Change
-12.92%
Snap Inc
-
2025-02-14
Value
remove_circle 71.42M
Shares
6.63M
Previous %
12.92%
% Change
-12.92%
Nu Hldgs Ltd
-
2025-02-14
Value
remove_circle 92.19M
Shares
8.90M
Previous %
12.92%
% Change
-12.92%
Wynn Resorts Ltd
-
2025-02-14
Value
remove_circle 101.38M
Shares
1.18M
Previous %
12.92%
% Change
-12.92%
Riot Platforms Inc
-
2025-02-14
Value
remove_circle 106.39M
Shares
10.42M
Previous %
12.92%
% Change
-12.92%
Broadcom Inc
-
2025-02-14
Value
remove_circle 147.39M
Shares
635.73K
Previous %
12.92%
% Change
-12.92%
Draftkings Inc New
-
2025-02-14
Value
remove_circle 195.13M
Shares
5.25M
Previous %
12.92%
% Change
-12.92%
Ishares Bitcoin Trust Etf
-
2025-02-14
Value
remove_circle 378.14M
Shares
7.13M
Previous %
12.92%
% Change
-12.92%