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Jericho Capital Asset Management L.P. Top Holdings and 13F Report (2025)

About Jericho Capital Asset Management L.P.

Investment Activity

  • Jericho Capital Asset Management L.P. has $7.00 billion in total holdings as of December 31, 2024.
  • Jericho Capital Asset Management L.P. owns shares of 29 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 34.85% of the portfolio was purchased this quarter.
  • About 10.32% of the portfolio was sold this quarter.
  • This quarter, Jericho Capital Asset Management L.P. has purchased 24 new stocks and bought additional shares in 10 stocks.
  • Jericho Capital Asset Management L.P. sold shares of 5 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

APPLOVIN CORP
$904,702,977
Netflix
$729,991,080
DocuSign
$427,642,485
Live Nation Entertainment
$415,446,619
ISHARES BITCOIN TRUST ETF
$378,140,400

Largest New Holdings this Quarter

ISHARES BITCOIN TRUST ETF
$378,140,400 Holding
Twilio
$301,258,193 Holding
Uber Technologies
$298,644,320 Holding
Broadcom
$147,388,339 Holding
SIX FLAGS ENTERTAINMENT CORP
$119,077,490 Holding

Largest Purchases this Quarter

ISHARES BITCOIN TRUST ETF
7,128,000 shares (about $378.14M)
Twilio
2,787,363 shares (about $301.26M)
Uber Technologies
4,951,000 shares (about $298.64M)
Netflix
190,000 shares (about $169.35M)
Formula One Group
1,805,263 shares (about $167.28M)

Largest Sales this Quarter

APPLOVIN CORP
538,033 shares (about $174.23M)
Nutanix
962,367 shares (about $58.88M)
Snap
4,315,669 shares (about $46.48M)
NVIDIA
290,000 shares (about $38.94M)
Dynatrace
90,323 shares (about $4.91M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofJericho Capital Asset Management L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
APPLOVIN CORP
$904,702,977$174,231,226 ▼-16.1%2,793,75912.9%COM CL A
Netflix, Inc. stock logo
NFLX
Netflix
$729,991,080$169,350,800 ▲30.2%819,00010.4%Consumer Discretionary
DocuSign, Inc. stock logo
DOCU
DocuSign
$427,642,485$108,422,670 ▲34.0%4,754,7536.1%Computer and Technology
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$415,446,619$100,635,098 ▲32.0%3,208,0825.9%Consumer Discretionary
ISHARES BITCOIN TRUST ETF
$378,140,400$378,140,400 ▲New Holding7,128,0005.4%SHS BEN INT
Meta Platforms, Inc. stock logo
META
Meta Platforms
$358,834,488$81,385,890 ▲29.3%612,8585.1%Computer and Technology
Formula One Group stock logo
FWONK
Formula One Group
$337,076,324$167,275,670 ▲98.5%3,637,7764.8%Consumer Discretionary
NVIDIA Co. stock logo
NVDA
NVIDIA
$323,237,641$38,944,100 ▼-10.8%2,407,0124.6%Computer and Technology
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$316,560,575$32,818,523 ▲11.6%5,198,0394.5%Business Services
Twilio Inc. stock logo
TWLO
Twilio
$301,258,193$301,258,193 ▲New Holding2,787,3634.3%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$298,644,320$298,644,320 ▲New Holding4,951,0004.3%Computer and Technology
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$236,817,6790.0%22,404,7003.4%Consumer Discretionary
Dynatrace, Inc. stock logo
DT
Dynatrace
$211,260,787$4,909,055 ▼-2.3%3,887,0433.0%Computer and Technology
DraftKings Inc. stock logo
DKNG
DraftKings
$195,132,377$18,034,337 ▲10.2%5,245,4942.8%Consumer Discretionary
Nutanix, Inc. stock logo
NTNX
Nutanix
$170,975,830$58,877,613 ▼-25.6%2,794,6362.4%Computer and Technology
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$157,255,1400.0%1,338,0002.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$147,388,339$147,388,339 ▲New Holding635,7332.1%Computer and Technology
SIX FLAGS ENTERTAINMENT CORP
$119,077,490$119,077,490 ▲New Holding2,471,0001.7%COM
ZoomInfo Technologies Inc. stock logo
ZI
ZoomInfo Technologies
$116,621,934$116,621,934 ▲New Holding11,096,2831.7%Computer and Technology
United States Cellular Co. stock logo
USM
United States Cellular
$113,889,736$2,198,461 ▲2.0%1,815,8441.6%Computer and Technology
Sphere Entertainment Co. stock logo
SPHR
Sphere Entertainment
$113,122,3970.0%2,805,6151.6%Consumer Discretionary
Riot Platforms, Inc. stock logo
RIOT
Riot Platforms
$106,388,200$106,388,200 ▲New Holding10,420,0001.5%Business Services
Wynn Resorts, Limited stock logo
WYNN
Wynn Resorts
$101,375,081$101,375,081 ▲New Holding1,176,5911.4%Consumer Discretionary
MSG Entertainment stock logo
MSGE
MSG Entertainment
$97,320,574$9,540,800 ▲10.9%2,733,7241.4%Consumer Discretionary
Nu Holdings Ltd. stock logo
NU
NU
$92,193,640$92,193,640 ▲New Holding8,899,0001.3%Finance
Confluent, Inc. stock logo
CFLT
Confluent
$83,880,000$12,833,640 ▲18.1%3,000,0001.2%Computer and Technology
Snap Inc. stock logo
SNAP
Snap
$71,419,090$46,479,755 ▼-39.4%6,631,2991.0%Computer and Technology
CORE SCIENTIFIC INC NEW
$39,239,824$39,239,824 ▲New Holding2,792,8700.6%COM
HUT 8 CORP
$37,399,598$37,399,598 ▲New Holding1,825,2610.5%COM
PALANTIR TECHNOLOGIES INC
$0$119,932,800 ▼-100.0%00.0%CL A
Okta, Inc. stock logo
OKTA
Okta
$0$89,019,325 ▼-100.0%00.0%Computer and Technology
ASML Holding stock logo
ASML
ASML
$0$75,915,741 ▼-100.0%00.0%Computer and Technology
JFrog Ltd. stock logo
FROG
JFrog
$0$72,683,926 ▼-100.0%00.0%Computer and Technology
Endeavor Group Holdings, Inc. stock logo
EDR
Endeavor Group
$0$32,029,240 ▼-100.0%00.0%Consumer Discretionary
LINEAGE INC
$0$9,797,500 ▼-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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