Q2 2024 · 13F-HR
Jericho Capital Asset Management L.P.holdings as filed
Filed 2024-08-14 · accession 0001172661-24-003524
$3.32B
Reported value
22
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $313.9M | 9.44% | 2,540,790 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $277.3M | 8.34% | 3,331,792 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $270.0M | 8.12% | 400,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $258.6M | 7.78% | 512,858 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $236.3M | 7.11% | 2,419,355 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $232.8M | 7.00% | 2,483,179 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $226.8M | 6.82% | 3,988,923 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $225.5M | 6.78% | 5,040,366 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $184.9M | 5.56% | 4,844,491 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $182.9M | 5.50% | 3,417,908 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $170.2M | 5.12% | 979,134 | Common | SOLE |
| 911684108 | AD | UNITED STATES CELLULAR CORP | $99.4M | 2.99% | 1,780,792 | Common | SOLE |
| 55826T102 | SPHR | SPHERE ENTERTAINMENT CO | $89.2M | 2.68% | 2,542,865 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $84.9M | 2.55% | 83,000 | Common | SOLE |
| 558256103 | MSGE | MADISON SQUARE GARDEN ENTMT | $84.4M | 2.54% | 2,465,724 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $75.2M | 2.26% | 1,000,300 | Common | SOLE |
| 45674M101 | INFA1EUR | INFORMATICA INC | $67.5M | 2.03% | 2,184,750 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $63.5M | 1.91% | 2,794,000 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC | $59.5M | 1.79% | 3,056,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $56.6M | 1.70% | 4,389,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $52.7M | 1.59% | 733,513 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $12.3M | 0.37% | 131,836 | 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.