Jericho Capital Asset Management L.P. Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$3324.1T
Holdings
22
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 2,540,790 | $313.9T | 9.44% | |
| 2 | APPAPPLOVIN CORP | 3,331,792 | $277.3T | 8.34% | |
| 3 | NFLXNETFLIX INC | 400,000 | $270.0T | 8.12% | |
| 4 | METAMETA PLATFORMS INC | 512,858 | $258.6T | 7.78% | |
| 5 | TTDTHE TRADE DESK INC | 2,419,355 | $236.3T | 7.11% | |
| 6 | LYVLIVE NATION ENTERTAINMENT IN | 2,483,179 | $232.8T | 7.00% | |
| 7 | NTNXNUTANIX INC | 3,988,923 | $226.8T | 6.82% | |
| 8 | DTDYNATRACE INC | 5,040,366 | $225.5T | 6.78% | |
| 9 | DKNGDRAFTKINGS INC NEW | 4,844,491 | $184.9T | 5.56% | |
| 10 | DOCUDOCUSIGN INC | 3,417,908 | $182.9T | 5.50% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 979,134 | $170.2T | 5.12% | |
| 12 | ADUNITED STATES CELLULAR CORP | 1,780,792 | $99.4T | 2.99% | |
| 13 | SPHRSPHERE ENTERTAINMENT CO | 2,542,865 | $89.2T | 2.68% | |
| 14 | ASMLASML HOLDING N V | 83,000 | $84.9T | 2.55% | |
| 15 | MSGEMADISON SQUARE GARDEN ENTMT | 2,465,724 | $84.4T | 2.54% | |
| 16 | SNSHARKNINJA INC | 1,000,300 | $75.2T | 2.26% | |
| 17 | INFA1EURINFORMATICA INC | 2,184,750 | $67.5T | 2.03% | |
| 18 | HOODROBINHOOD MKTS INC | 2,794,000 | $63.5T | 1.91% | |
| 19 | DVDOUBLEVERIFY HLDGS INC | 3,056,000 | $59.5T | 1.79% | |
| 20 | NUNU HLDGS LTD | 4,389,000 | $56.6T | 1.70% | |
| 21 | FWONALIBERTY MEDIA CORP DEL | 733,513 | $52.7T | 1.59% | |
| 22 | OKTAOKTA INC | 131,836 | $12.3T | 0.37% |