Jericho-Capital-Asset-Management-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "QRVO",
  "FWONK",
  "AFRM",
  "APP",
  "MSGE",
  "DT",
  "FUN",
  "USM",
  "META",
  "NVDA",
  "MDB",
  "TWLO",
  "UBER",
  "NTNX",
  "WBD",
  "GTM",
  "JNPR",
  "TTD",
  "LYV",
  "MSGE",
  "CFLT",
  "DOCU",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 23
Total Value: 5496550103
Accession Number: 0001172661-25-002335
Form Type: 13F-HR
CIK: jericho-capital-asset-management-lp
Manager Name: Jericho-Capital-Asset-Management-Lp

Data Enrichment

100% identified

23 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

23 positions • $5.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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Trade Desk, Inc.

TTD|88339J105

Shares:1.6M

Value:$86.5M

% of Portfolio:1.6% ($86.5M/$5.5B)

ZoomInfo Technologies Inc.

GTM|98980F104

Shares:7.5M

Value:$75.3M

% of Portfolio:1.4% ($75.3M/$5.5B)

Confluent, Inc.

CFLT|20717M103

Shares:2.2M

Value:$51.1M

% of Portfolio:0.9% ($51.1M/$5.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Trade Desk, Inc.(TTDcusip88339J105)	1.6M	QoQ +18.16% (-243.0K) YoY -34.65% (-838.4K)	All Managers (Combined)	$86.5M	1.6% ($86.5M/$5.5B)	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	1.4% ($75.3M/$5.5B)	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	0.9% ($51.1M/$5.5B)	QoQ -39.05% (-$32.8M) YoY NEW(+$51.1M)