Jericho Capital Asset Management L.P. Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$3748.2T
Holdings
28
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 613,000 | $372.3T | 9.93% | |
| 2 | APPAPPLOVIN CORP | 3,890,567 | $269.3T | 7.19% | |
| 3 | NTNXNUTANIX INC | 3,988,923 | $246.2T | 6.57% | |
| 4 | NVDANVIDIA CORPORATION | 254,079 | $229.6T | 6.13% | |
| 5 | DKNGDRAFTKINGS INC NEW | 4,995,153 | $226.8T | 6.05% | |
| 6 | METAMETA PLATFORMS INC | 462,858 | $224.8T | 6.00% | |
| 7 | TTDTHE TRADE DESK INC | 2,419,355 | $211.5T | 5.64% | |
| 8 | DOCUDOCUSIGN INC | 3,417,908 | $203.5T | 5.43% | |
| 9 | EAELECTRONIC ARTS INC | 1,425,000 | $189.1T | 5.04% | |
| 10 | LYVLIVE NATION ENTERTAINMENT IN | 1,340,000 | $141.7T | 3.78% | |
| 11 | CDNSCADENCE DESIGN SYSTEM INC | 429,743 | $133.8T | 3.57% | |
| 12 | DTDYNATRACE INC | 2,879,000 | $133.7T | 3.57% | |
| 13 | SPHRSPHERE ENTERTAINMENT CO | 2,542,865 | $124.8T | 3.33% | |
| 14 | RBLXROBLOX CORP | 3,146,686 | $120.1T | 3.21% | |
| 15 | ASMLASML HOLDING N V | 117,000 | $113.5T | 3.03% | |
| 16 | FWONALIBERTY MEDIA CORP DEL | 1,715,513 | $112.5T | 3.00% | |
| 17 | AVGOBROADCOM INC | 84,000 | $111.3T | 2.97% | |
| 18 | CRMSALESFORCE INC | 352,000 | $106.0T | 2.83% | |
| 19 | MSGEMADISON SQUARE GARDEN ENTMT | 2,465,724 | $96.7T | 2.58% | |
| 20 | HCPHASHICORP INC | 3,338,951 | $90.0T | 2.40% | |
| 21 | SNSHARKNINJA INC | 1,000,300 | $62.3T | 1.66% | |
| 22 | ADUNITED STATES CELLULAR CORP | 1,592,792 | $58.1T | 1.55% | |
| 23 | DVDOUBLEVERIFY HLDGS INC | 1,524,000 | $53.6T | 1.43% | |
| 24 | INFA1EURINFORMATICA INC | 1,487,000 | $52.0T | 1.39% | |
| 25 | MLB1MERCADOLIBRE INC | 17,384 | $26.3T | 0.70% | |
| 26 | SPTSPROUT SOCIAL INC | 374,000 | $22.3T | 0.60% | |
| 27 | CNKCINEMARK HLDGS INC | 889,000 | $16.0T | 0.43% | |
| 28 | CNXXWCONX CORP | 1,000,000 | $199.9B | 0.01% |