Q3 2024 · 13F-HR
Jericho Capital Asset Management L.P.holdings as filed
Filed 2024-11-14 · accession 0001172661-24-005214
$4.15B
Reported value
24
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 64110L106 | NFLX | NETFLIX INC | $446.1M | 10.8% | 629,000 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $435.0M | 10.5% | 3,331,792 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $327.5M | 7.90% | 2,697,012 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $271.3M | 6.54% | 473,858 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $266.2M | 6.42% | 2,430,977 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $222.6M | 5.37% | 3,757,003 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $220.4M | 5.31% | 3,549,253 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $212.7M | 5.13% | 3,977,366 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $190.2M | 4.59% | 4,659,147 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $186.6M | 4.50% | 4,760,700 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $184.8M | 4.46% | 22,404,700 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $146.7M | 3.54% | 1,338,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $141.9M | 3.42% | 1,832,513 | Common | SOLE |
| 55826T102 | SPHR | SPHERE ENTERTAINMENT CO | $124.0M | 2.99% | 2,805,615 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $119.9M | 2.89% | 3,224,000 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $117.1M | 2.82% | 10,946,968 | Common | SOLE |
| 558256103 | MSGE | MADISON SQUARE GARDEN ENTMT | $104.9M | 2.53% | 2,465,724 | Common | SOLE |
| 911684108 | AD | UNITED STATES CELLULAR CORP | $97.3M | 2.35% | 1,780,792 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $89.0M | 2.15% | 1,197,462 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $75.9M | 1.83% | 91,108 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $72.7M | 1.75% | 2,502,890 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $51.8M | 1.25% | 2,541,000 | Common | SOLE |
| 29260Y109 | 0C3 | ENDEAVOR GROUP HLDGS INC | $32.0M | 0.77% | 1,121,472 | Common | SOLE |
| 53566V106 | LINE | LINEAGE INC | $9.8M | 0.24% | 125,000 | 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.