Jericho Capital Asset Management L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$5.5T
Holdings
23
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 2,793,759 | $740.3B | 13.47% | |
| 2 | NFLXNETFLIX INC | 579,000 | $539.9B | 9.82% | |
| 3 | UBERUBER TECHNOLOGIES INC | 5,629,628 | $410.2B | 7.46% | |
| 4 | LYVLIVE NATION ENTERTAINMENT IN | 3,141,082 | $410.2B | 7.46% | |
| 5 | DOCUDOCUSIGN INC | 4,754,753 | $387.0B | 7.04% | |
| 6 | TWLOTWILIO INC | 3,280,363 | $321.2B | 5.84% | |
| 7 | NTNXNUTANIX INC | 4,102,993 | $286.4B | 5.21% | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 2,951,776 | $265.7B | 4.83% | |
| 9 | WBDWARNER BROS DISCOVERY INC | 22,404,700 | $240.4B | 4.37% | |
| 10 | METAMETA PLATFORMS INC | 397,858 | $229.3B | 4.17% | |
| 11 | AFRMAFFIRM HLDGS INC | 5,057,039 | $228.5B | 4.16% | |
| 12 | JNPJUNIPER NETWORKS INC | 5,641,514 | $204.2B | 3.71% | |
| 13 | QRVOQORVO INC | 2,333,650 | $169.0B | 3.07% | |
| 14 | NVDANVIDIA CORPORATION | 1,527,012 | $165.5B | 3.01% | |
| 15 | MDBMONGODB INC | 921,000 | $161.5B | 2.94% | |
| 16 | ADUNITED STATES CELLULAR CORP | 1,815,844 | $125.6B | 2.28% | |
| 17 | DTDYNATRACE INC | 2,527,742 | $119.2B | 2.17% | |
| 18 | MSGEMADISON SQUARE GARDEN ENTMT | 2,885,724 | $94.5B | 1.72% | |
| 19 | FUNSIX FLAGS ENTERTAINMENT CORP | 2,616,363 | $93.3B | 1.70% | |
| 20 | SPHRSPHERE ENTERTAINMENT CO | 2,805,615 | $91.8B | 1.67% | |
| 21 | TTDTHE TRADE DESK INC | 1,581,000 | $86.5B | 1.57% | |
| 22 | GTMZOOMINFO TECHNOLOGIES INC | 7,526,518 | $75.3B | 1.37% | |
| 23 | CFLTCONFLUENT INC | 2,181,000 | $51.1B | 0.93% |