Q1 2025 · 13F-HR
Jericho Capital Asset Management L.P.holdings as filed
Filed 2025-05-15 · accession 0001172661-25-002335
$5.50B
Reported value
23
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03831W108 | APP | APPLOVIN CORP | $740.3M | 13.5% | 2,793,759 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $539.9M | 9.82% | 579,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $410.2M | 7.46% | 5,629,628 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $410.2M | 7.46% | 3,141,082 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $387.0M | 7.04% | 4,754,753 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $321.2M | 5.84% | 3,280,363 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $286.4M | 5.21% | 4,102,993 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $265.7M | 4.83% | 2,951,776 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $240.4M | 4.37% | 22,404,700 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $229.3M | 4.17% | 397,858 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $228.5M | 4.16% | 5,057,039 | Common | SOLE |
| 48203R104 | JNP | JUNIPER NETWORKS INC | $204.2M | 3.71% | 5,641,514 | Common | SOLE |
| 74736K101 | QRVO | QORVO INC | $169.0M | 3.07% | 2,333,650 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $165.5M | 3.01% | 1,527,012 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $161.5M | 2.94% | 921,000 | Common | SOLE |
| 911684108 | AD | UNITED STATES CELLULAR CORP | $125.6M | 2.28% | 1,815,844 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $119.2M | 2.17% | 2,527,742 | Common | SOLE |
| 558256103 | MSGE | MADISON SQUARE GARDEN ENTMT | $94.5M | 1.72% | 2,885,724 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $93.3M | 1.70% | 2,616,363 | Common | SOLE |
| 55826T102 | SPHR | SPHERE ENTERTAINMENT CO | $91.8M | 1.67% | 2,805,615 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $86.5M | 1.57% | 1,581,000 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $75.3M | 1.37% | 7,526,518 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $51.1M | 0.93% | 2,181,000 | 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.