Jericho Capital Asset Management L.p.

13F-HR • 2025-03-31

Data Enrichment

100% identified

23 identified0 unidentified

Holdings

Manager:

23 positions • $5,496,550.103K total value

23 positions

Manager:

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Trade Desk, Inc.

1581000(+18.2%)

Value:

$86.5B(-45.0%)

ZoomInfo Technologies Inc.

7526518(-32.2%)

Value:

$75.3B(-35.5%)

Confluent, Inc.

2181000(-27.3%)

Value:

$51.1B(-39.0%)

Instrument	Shares		Other Manager	Value
Trade Desk, Inc.(TTDcusip88339J105)	1.6M	QoQ +18.16% (-243.0K) YoY -34.65% (-838.4K)	All Managers (Combined)	$86.5M	QoQ -44.98% (-$70.7M) YoY -59.09% (-$125.0M)
Zoominfo Technologies Inc.(GTMcusip98980F104)	7.5M	QoQ -32.17% (-3.6M) YoY NEW(+7.5M)	All Managers (Combined)	$75.3M	QoQ -35.46% (-$41.4M) YoY NEW(+$75.3M)
Confluent, Inc.(CFLTcusip20717M103)	2.2M	QoQ -27.30% (-819.0K) YoY NEW(+2.2M)	All Managers (Combined)	$51.1M	QoQ -39.05% (-$32.8M) YoY NEW(+$51.1M)