Q3 2023 · 13F-HR
Jericho Capital Asset Management L.P.holdings as filed
Filed 2023-11-14 · accession 0001172661-23-004005
$2.94B
Reported value
23
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 872590104 | TMUS | T-MOBILE US INC | $355.2M | 12.1% | 2,536,135 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $325.7M | 11.1% | 1,084,963 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES INC | $218.2M | 7.43% | 2,048,062 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $210.6M | 7.17% | 7,153,967 | Common | SOLE |
| 848637104 | SPLKCHF | SPLUNK INC | $203.9M | 6.94% | 1,394,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $187.1M | 6.37% | 4,068,505 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $174.4M | 5.93% | 2,100,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $164.5M | 5.60% | 378,079 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $154.9M | 5.27% | 661,051 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $148.7M | 5.06% | 1,136,000 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $147.1M | 5.00% | 288,400 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $82.4M | 2.80% | 2,363,000 | Common | SOLE |
| 577081102 | MAT | MATTEL INC | $76.8M | 2.61% | 3,487,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $69.4M | 2.36% | 396,116 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $68.7M | 2.34% | 339,000 | Common | SOLE |
| 55826T102 | SPHR | SPHERE ENTERTAINMENT CO | $63.1M | 2.15% | 1,698,802 | Common | SOLE |
| 558256103 | MSGE | MADISON SQUARE GARDEN ENTMT | $62.7M | 2.13% | 1,903,724 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $59.5M | 2.03% | 2,140,144 | Common | SOLE |
| 911684108 | AD | UNITED STATES CELLULAR CORP | $51.8M | 1.76% | 1,204,392 | Common | SOLE |
| 02156B103 | AYXEUR | ALTERYX INC | $50.2M | 1.71% | 1,331,056 | Common | SOLE |
| 55087P104 | LYFT | LYFT INC | $38.4M | 1.31% | 3,643,592 | Common | SOLE |
| 535919401 | LGFEUR | LIONS GATE ENTMNT CORP | $25.4M | 0.87% | 3,000,000 | Common | SOLE |
| 212873111 | CNXXW | CONX CORP | $150,000 | 0.01% | 1,000,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.