Q4 2024 · 13F-HR
Jericho Capital Asset Management L.P.holdings as filed
Filed 2025-02-14 · accession 0001172661-25-001193
$7.00B
Reported value
29
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03831W108 | APP | APPLOVIN CORP | $904.7M | 12.9% | 2,793,759 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $730.0M | 10.4% | 819,000 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $427.6M | 6.11% | 4,754,753 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $415.4M | 5.93% | 3,208,082 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $378.1M | 5.40% | 7,128,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $358.8M | 5.12% | 612,858 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $337.1M | 4.81% | 3,637,776 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $323.2M | 4.62% | 2,407,012 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $316.6M | 4.52% | 5,198,039 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $301.3M | 4.30% | 2,787,363 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $298.6M | 4.26% | 4,951,000 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $236.8M | 3.38% | 22,404,700 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $211.3M | 3.02% | 3,887,043 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $195.1M | 2.79% | 5,245,494 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $171.0M | 2.44% | 2,794,636 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $157.3M | 2.25% | 1,338,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $147.4M | 2.10% | 635,733 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $119.1M | 1.70% | 2,471,000 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $116.6M | 1.67% | 11,096,283 | Common | SOLE |
| 911684108 | AD | UNITED STATES CELLULAR CORP | $113.9M | 1.63% | 1,815,844 | Common | SOLE |
| 55826T102 | SPHR | SPHERE ENTERTAINMENT CO | $113.1M | 1.62% | 2,805,615 | Common | SOLE |
| 767292105 | RIOT | RIOT PLATFORMS INC | $106.4M | 1.52% | 10,420,000 | Common | SOLE |
| 983134107 | WYNN | WYNN RESORTS LTD | $101.4M | 1.45% | 1,176,591 | Common | SOLE |
| 558256103 | MSGE | MADISON SQUARE GARDEN ENTMT | $97.3M | 1.39% | 2,733,724 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $92.2M | 1.32% | 8,899,000 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $83.9M | 1.20% | 3,000,000 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $71.4M | 1.02% | 6,631,299 | Common | SOLE |
| 21874A106 | CORZ | CORE SCIENTIFIC INC NEW | $39.2M | 0.56% | 2,792,870 | Common | SOLE |
| 44812J104 | HUT | HUT 8 CORP | $37.4M | 0.53% | 1,825,261 | 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.