Jericho Capital Asset Management L.P. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$4.1B

Holdings

24

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
NFLXNETFLIX INC
629,000$446.1T10759544.06%
2
APPAPPLOVIN CORP
3,331,792$435.0T10490263.32%
3
NVDANVIDIA CORPORATION
2,697,012$327.5T7899075.58%
4
METAMETA PLATFORMS INC
473,858$271.3T6541989.20%
5
LYVLIVE NATION ENTERTAINMENT IN
2,430,977$266.2T6419289.15%
6
NTNXNUTANIX INC
3,757,003$222.6T5368605.96%
7
DOCUDOCUSIGN INC
3,549,253$220.4T5314840.68%
8
DTDYNATRACE INC
3,977,366$212.7T5129055.20%
9
AFRMAFFIRM HLDGS INC
4,659,147$190.2T4586813.13%
10
DKNGDRAFTKINGS INC NEW
4,760,700$186.6T4500787.56%
11
WBDWARNER BROS DISCOVERY INC
22,404,700$184.8T4457842.43%
12
TTDTHE TRADE DESK INC
1,338,000$146.7T3538314.09%
13
FWONALIBERTY MEDIA CORP DEL
1,832,513$141.9T3422062.66%
14
SPHRSPHERE ENTERTAINMENT CO
2,805,615$124.0T2989409.56%
15
PLTRPALANTIR TECHNOLOGIES INC
3,224,000$119.9T2892474.94%
16
SNAPSNAP INC
10,946,968$117.1T2824940.21%
17
MSGEMADISON SQUARE GARDEN ENTMT
2,465,724$104.9T2529131.89%
18
ADUNITED STATES CELLULAR CORP
1,780,792$97.3T2347118.39%
19
OKTAOKTA INC
1,197,462$89.0T2146920.33%
20
ASMLASML HOLDING N V
91,108$75.9T1830895.12%
21
FROGJFROG LTD
2,502,890$72.7T1752951.94%
22
CFLTCONFLUENT INC
2,541,000$51.8T1248936.84%
23
0C3ENDEAVOR GROUP HLDGS INC
1,121,472$32.0T772464.03%
24
LINELINEAGE INC
125,000$9.8T236290.85%