Q4 2023 · 13F-HR
Jericho Capital Asset Management L.P.holdings as filed
Filed 2024-02-14 · accession 0001172661-24-001432
$3.27B
Reported value
27
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 872590104 | TMUS | T-MOBILE US INC | $296.0M | 9.06% | 1,846,135 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES INC | $283.5M | 8.68% | 2,395,062 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $265.1M | 8.12% | 748,858 | Common | SOLE |
| 848637104 | SPLKCHF | SPLUNK INC | $212.4M | 6.50% | 1,394,000 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $176.3M | 5.40% | 5,000,000 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $168.2M | 5.15% | 3,526,923 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $166.9M | 5.11% | 2,319,355 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $158.0M | 4.84% | 319,079 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $147.0M | 4.50% | 6,827,815 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $145.5M | 4.45% | 534,052 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $140.4M | 4.30% | 1,500,000 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $136.4M | 4.18% | 2,984,075 | Common | SOLE |
| 02156B103 | AYXEUR | ALTERYX INC | $123.3M | 3.78% | 2,615,056 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $122.9M | 3.76% | 880,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $97.0M | 2.97% | 1,536,000 | Common | SOLE |
| 55826T102 | SPHR | SPHERE ENTERTAINMENT CO | $82.7M | 2.53% | 2,436,214 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $78.5M | 2.40% | 3,353,690 | Common | SOLE |
| 558256103 | MSGE | MADISON SQUARE GARDEN ENTMT | $73.2M | 2.24% | 2,303,724 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $62.9M | 1.93% | 239,000 | Common | SOLE |
| 911684108 | AD | UNITED STATES CELLULAR CORP | $58.5M | 1.79% | 1,408,792 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $54.4M | 1.67% | 1,365,327 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $52.5M | 1.61% | 1,093,261 | Common | SOLE |
| 418100103 | HCP2EUR | HASHICORP INC | $51.5M | 1.58% | 2,177,351 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $48.8M | 1.49% | 820,419 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $37.0M | 1.13% | 1,099,000 | Common | SOLE |
| 535919401 | LGFEUR | LIONS GATE ENTMNT CORP | $27.3M | 0.84% | 2,505,000 | Common | SOLE |
| 212873111 | CNXXW | CONX CORP | $306,000 | 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.