Q1 2024 · 13F-HR
Jericho Capital Asset Management L.P.holdings as filed
Filed 2024-05-15 · accession 0001172661-24-002481
$3.75B
Reported value
28
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 64110L106 | NFLX | NETFLIX INC | $372.3M | 9.93% | 613,000 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $269.3M | 7.19% | 3,890,567 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $246.2M | 6.57% | 3,988,923 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $229.6M | 6.13% | 254,079 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $226.8M | 6.05% | 4,995,153 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $224.8M | 6.00% | 462,858 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $211.5M | 5.64% | 2,419,355 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $203.5M | 5.43% | 3,417,908 | Common | SOLE |
| 285512109 | EA | ELECTRONIC ARTS INC | $189.1M | 5.04% | 1,425,000 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $141.7M | 3.78% | 1,340,000 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $133.8M | 3.57% | 429,743 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $133.7M | 3.57% | 2,879,000 | Common | SOLE |
| 55826T102 | SPHR | SPHERE ENTERTAINMENT CO | $124.8M | 3.33% | 2,542,865 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $120.1M | 3.21% | 3,146,686 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $113.5M | 3.03% | 117,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $112.5M | 3.00% | 1,715,513 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $111.3M | 2.97% | 84,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $106.0M | 2.83% | 352,000 | Common | SOLE |
| 558256103 | MSGE | MADISON SQUARE GARDEN ENTMT | $96.7M | 2.58% | 2,465,724 | Common | SOLE |
| 418100103 | HCP2EUR | HASHICORP INC | $90.0M | 2.40% | 3,338,951 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $62.3M | 1.66% | 1,000,300 | Common | SOLE |
| 911684108 | AD | UNITED STATES CELLULAR CORP | $58.1M | 1.55% | 1,592,792 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC | $53.6M | 1.43% | 1,524,000 | Common | SOLE |
| 45674M101 | INFA1EUR | INFORMATICA INC | $52.0M | 1.39% | 1,487,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $26.3M | 0.70% | 17,384 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $22.3M | 0.60% | 374,000 | Common | SOLE |
| 17243V102 | CNK | CINEMARK HLDGS INC | $16.0M | 0.43% | 889,000 | Common | SOLE |
| 212873111 | CNXXW | CONX CORP | $199,900 | 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.