Jericho Capital Asset Management L.P. Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$3266.4T
Holdings
27
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST-MOBILE US INC | 1,846,135 | $296.0T | 9.06% | |
| 2 | AKAMAKAMAI TECHNOLOGIES INC | 2,395,062 | $283.5T | 8.68% | |
| 3 | METAMETA PLATFORMS INC | 748,858 | $265.1T | 8.12% | |
| 4 | SPLKCHFSPLUNK INC | 1,394,000 | $212.4T | 6.50% | |
| 5 | DKNGDRAFTKINGS INC NEW | 5,000,000 | $176.3T | 5.40% | |
| 6 | NTNXNUTANIX INC | 3,526,923 | $168.2T | 5.15% | |
| 7 | TTDTHE TRADE DESK INC | 2,319,355 | $166.9T | 5.11% | |
| 8 | NVDANVIDIA CORPORATION | 319,079 | $158.0T | 4.84% | |
| 9 | KVUEKENVUE INC | 6,827,815 | $147.0T | 4.50% | |
| 10 | CDNSCADENCE DESIGN SYSTEM INC | 534,052 | $145.5T | 4.45% | |
| 11 | LYVLIVE NATION ENTERTAINMENT IN | 1,500,000 | $140.4T | 4.30% | |
| 12 | RBLXROBLOX CORP | 2,984,075 | $136.4T | 4.18% | |
| 13 | AYXEURALTERYX INC | 2,615,056 | $123.3T | 3.78% | |
| 14 | GOOGLALPHABET INC | 880,000 | $122.9T | 3.76% | |
| 15 | FWONALIBERTY MEDIA CORP DEL | 1,536,000 | $97.0T | 2.97% | |
| 16 | SPHRSPHERE ENTERTAINMENT CO | 2,436,214 | $82.7T | 2.53% | |
| 17 | CFLTCONFLUENT INC | 3,353,690 | $78.5T | 2.40% | |
| 18 | MSGEMADISON SQUARE GARDEN ENTMT | 2,303,724 | $73.2T | 2.24% | |
| 19 | CRMSALESFORCE INC | 239,000 | $62.9T | 1.93% | |
| 20 | ADUNITED STATES CELLULAR CORP | 1,408,792 | $58.5T | 1.79% | |
| 21 | APPAPPLOVIN CORP | 1,365,327 | $54.4T | 1.67% | |
| 22 | VRTVERTIV HOLDINGS CO | 1,093,261 | $52.5T | 1.61% | |
| 23 | HCPHASHICORP INC | 2,177,351 | $51.5T | 1.58% | |
| 24 | DOCUDOCUSIGN INC | 820,419 | $48.8T | 1.49% | |
| 25 | NCNONCINO INC | 1,099,000 | $37.0T | 1.13% | |
| 26 | LGFEURLIONS GATE ENTMNT CORP | 2,505,000 | $27.3T | 0.84% | |
| 27 | CNXXWCONX CORP | 1,000,000 | $306.0B | 0.01% |