Jericho Capital Asset Management L.P. Top Holdings and 13F Report (2024) About Jericho Capital Asset Management L.P.Investment ActivityJericho Capital Asset Management L.P. has $4.15 billion in total holdings as of September 30, 2024.Jericho Capital Asset Management L.P. owns shares of 24 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 27.75% of the portfolio was purchased this quarter.About 17.19% of the portfolio was sold this quarter.This quarter, Jericho Capital Asset Management L.P. has purchased 22 new stocks and bought additional shares in 7 stocks.Jericho Capital Asset Management L.P. sold shares of 6 stocks and completely divested from 6 stocks this quarter.Largest Holdings Netflix $446,130,830APPLOVIN CORP $434,965,446NVIDIA $327,525,137Meta Platforms $271,255,274Live Nation Entertainment $266,167,672 Largest New Holdings this Quarter Affirm $190,186,381 HoldingWarner Bros. Discovery $184,838,775 HoldingPALANTIR TECHNOLOGIES INC $119,932,800 HoldingSnap $117,132,558 HoldingJFrog $72,683,926 Holding Largest Purchases this Quarter Affirm 4,659,147 shares (about $190.19M)Warner Bros. Discovery 22,404,700 shares (about $184.84M)Netflix 229,000 shares (about $162.42M)PALANTIR TECHNOLOGIES INC 3,224,000 shares (about $119.93M)Snap 10,946,968 shares (about $117.13M) Largest Sales this Quarter Trade Desk 1,081,355 shares (about $118.57M)Dynatrace 1,063,000 shares (about $56.84M)Meta Platforms 39,000 shares (about $22.33M)Nutanix 231,920 shares (about $13.74M)Live Nation Entertainment 52,202 shares (about $5.72M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJericho Capital Asset Management L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNFLXNetflix$446,130,830$162,422,830 ▲57.3%629,00010.8%Consumer DiscretionaryAPPLOVIN CORP$434,965,4460.0%3,331,79210.5%COM CL ANVDANVIDIA$327,525,137$18,971,600 ▲6.1%2,697,0127.9%Computer and TechnologyMETAMeta Platforms$271,255,274$22,325,160 ▼-7.6%473,8586.5%Computer and TechnologyLYVLive Nation Entertainment$266,167,672$5,715,597 ▼-2.1%2,430,9776.4%Consumer DiscretionaryNTNXNutanix$222,602,428$13,741,260 ▼-5.8%3,757,0035.4%Computer and TechnologyDOCUDocuSign$220,373,119$8,155,211 ▲3.8%3,549,2535.3%Computer and TechnologyDTDynatrace$212,669,760$56,838,610 ▼-21.1%3,977,3665.1%Computer and TechnologyAFRMAffirm$190,186,381$190,186,381 ▲New Holding4,659,1474.6%Business ServicesDKNGDraftKings$186,619,440$3,284,607 ▼-1.7%4,760,7004.5%Consumer DiscretionaryWBDWarner Bros. Discovery$184,838,775$184,838,775 ▲New Holding22,404,7004.5%Consumer DiscretionaryTTDTrade Desk$146,711,700$118,570,576 ▼-44.7%1,338,0003.5%Computer and TechnologyFWONKFormula One Group$141,891,482$85,095,570 ▲149.8%1,832,5133.4%Consumer DiscretionarySPHRSphere Entertainment$123,952,071$11,608,295 ▲10.3%2,805,6153.0%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$119,932,800$119,932,800 ▲New Holding3,224,0002.9%CL ASNAPSnap$117,132,558$117,132,558 ▲New Holding10,946,9682.8%Computer and TechnologyMSGEMadison Square Garden Entertainment$104,867,2420.0%2,465,7242.5%Consumer DiscretionaryUSMUnited States Cellular$97,320,2830.0%1,780,7922.3%Computer and TechnologyOKTAOkta$89,019,325$79,218,637 ▲808.3%1,197,4622.1%Computer and TechnologyASMLASML$75,915,741$6,755,991 ▲9.8%91,1081.8%Computer and TechnologyFROGJFrog$72,683,926$72,683,926 ▲New Holding2,502,8901.8%Computer and TechnologyCFLTConfluent$51,785,580$51,785,580 ▲New Holding2,541,0001.2%Business ServicesEDREndeavor Group$32,029,240$32,029,240 ▲New Holding1,121,4720.8%Consumer DiscretionaryLINEAGE INC$9,797,500$9,797,500 ▲New Holding125,0000.2%COMTSMTaiwan Semiconductor Manufacturing$0$170,183,281 ▼-100.0%00.0%Computer and TechnologySNSharkNinja$0$75,172,545 ▼-100.0%00.0%Retail/WholesaleINFORMATICA INC$0$67,465,080 ▼-100.0%00.0%COM CL AHOODRobinhood Markets$0$63,451,740 ▼-100.0%00.0%FinanceDVDoubleVerify$0$59,500,320 ▼-100.0%00.0%Computer and TechnologyNUNU$0$56,574,210 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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