Jericho Capital Asset Management L.p.

Investment Portfolio & 13F Holdings Analysis

About

Jericho Capital Asset Management L.P. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 23 holdings worth $5.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0001525234
Manager Name: Jericho Capital Asset Management L.p.

Data Enrichment

100% identified

23 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

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

23 positions

Manager:

SEC FilingSEC DataHachi Filing

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AppLovin Corp

APP|03831W108

2793759(+0.0%)

Value:

$740.3B(-18.2%)

NETFLIX INC

NFLX|64110L106

579000(-29.3%)

Value:

$539.9B(-26.0%)

Uber Technologies, Inc

UBER|90353T100

5629628(+13.7%)

Value:

$410.2B(+37.3%)

Live Nation Entertainment, Inc.

LYV|538034109

3141082(-2.1%)

Value:

$410.2B(-1.3%)

DOCUSIGN, INC.

DOCU|256163106

4754753(+0.0%)

Value:

$387.0B(-9.5%)

TWILIO INC

TWLO|90138F102

3280363(+17.7%)

Value:

$321.2B(+6.6%)

Nutanix, Inc.

NTNX|67059N108

4102993(+46.8%)

Value:

$286.4B(+67.5%)

Liberty Media Corp

FWONK|531229755

2951776(-18.9%)

Value:

$265.7B(-21.2%)

Warner Bros. Discovery, Inc.

WBD|934423104

22404700(+0.0%)

Value:

$240.4B(+1.5%)

Meta Platforms, Inc.

META|30303M102

397858(-35.1%)

Value:

$229.3B(-36.1%)

Affirm Holdings, Inc.

AFRM|00827B106

5057039(-2.7%)

Value:

$228.5B(-27.8%)

JUNIPER NETWORKS INC

JNPR|48203R104

5641514

Value:

$204.2B

Qorvo, Inc.

QRVO|74736K101

2333650

Value:

$169.0B

NVIDIA CORP

NVDA|67066G104

1527012(-36.5%)

Value:

$165.5B(-48.8%)

MongoDB, Inc.

MDB|60937P106

921000

Value:

$161.5B

UNITED STATES CELLULAR CORP

USM|911684108

1815844(+0.0%)

Value:

$125.6B(+10.3%)

Dynatrace, Inc.

DT|268150109

2527742(-35.0%)

Value:

$119.2B(-43.6%)

Madison Square Garden Entertainment Corp.

MSGE|558256103

2885724(+5.6%)

Value:

$94.5B(-2.9%)

Six Flags Entertainment Corporation/NEW

FUN|83001C108

2616363(+5.9%)

Value:

$93.3B(-21.6%)

Madison Square Garden Entertainment Corp.

MSGE|55826T102

2805615(+0.0%)

Value:

$91.8B(-18.8%)

Instrument	Shares		Other Manager	Value
Applovin Corp(APPcusip03831W108)	2.8M	QoQ 0.00% (-0) YoY -28.19% (-1.1M)	All Managers (Combined)	$740.3M	QoQ -18.17% (-$164.4M) YoY +174.87% (-$471.0M)
Netflix Inc(NFLXcusip64110L106)	579.0K	QoQ -29.30% (-240.0K) YoY -5.54% (-34.0K)	All Managers (Combined)	$539.9M	QoQ -26.03% (-$190.1M) YoY +45.02% (-$167.6M)
Uber Technologies, Inc(UBERcusip90353T100)	5.6M	QoQ +13.70% (+678.6K) YoY NEW(+5.6M)	All Managers (Combined)	$410.2M	QoQ +37.34% (+$111.5M) YoY NEW(+$410.2M)
Live Nation Entertainment, Inc.(LYVcusip538034109)	3.1M	QoQ -2.08% (-67.0K) YoY +134.40% (+1.8M)	All Managers (Combined)	$410.2M	QoQ -1.27% (-$5.3M) YoY +189.39% (+$268.4M)
Docusign, Inc.(DOCUcusip256163106)	4.8M	QoQ 0.00% (-0) YoY +39.11% (+1.3M)	All Managers (Combined)	$387.0M	QoQ -9.49% (-$40.6M) YoY +90.15% (+$183.5M)
Twilio Inc(TWLOcusip90138F102)	3.3M	QoQ +17.68% (+493.0K) YoY NEW(+3.3M)	All Managers (Combined)	$321.2M	QoQ +6.61% (+$19.9M) YoY NEW(+$321.2M)
Nutanix, Inc.(NTNXcusip67059N108)	4.1M	QoQ +46.81% (+1.3M) YoY +2.85% (+114.1K)	All Managers (Combined)	$286.4M	QoQ +67.52% (+$115.5M) YoY +16.34% (+$40.2M)
Liberty Media Corp(FWONKcusip531229755)	3.0M	QoQ -18.85% (-686.0K) YoY +72.06% (+1.2M)	All Managers (Combined)	$265.7M	QoQ -21.17% (-$71.4M) YoY +136.08% (+$153.2M)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	22.4M	QoQ 0.00% (+0) YoY NEW(+22.4M)	All Managers (Combined)	$240.4M	QoQ +1.51% (+$3.6M) YoY NEW(+$240.4M)
Meta Platforms, Inc.(METAcusip30303M102)	397.9K	QoQ -35.08% (-215.0K) YoY -14.04% (-65.0K)	All Managers (Combined)	$229.3M	QoQ -36.09% (-$129.5M) YoY +2.02% (-$4.6M)
Affirm Holdings, Inc.(AFRMcusip00827B106)	5.1M	QoQ -2.71% (-141.0K) YoY NEW(+5.1M)	All Managers (Combined)	$228.5M	QoQ -27.80% (-$88.0M) YoY NEW(+$228.5M)
Juniper Networks Inc(JNPRcusip48203R104)	5.6M	QoQ NEW(+5.6M) YoY NEW(+5.6M)	All Managers (Combined)	$204.2M	QoQ NEW(+$204.2M) YoY NEW(+$204.2M)
Qorvo, Inc.(QRVOcusip74736K101)	2.3M	QoQ NEW(+2.3M) YoY NEW(+2.3M)	All Managers (Combined)	$169.0M	QoQ NEW(+$169.0M) YoY NEW(+$169.0M)
Nvidia Corp(NVDAcusip67066G104)	1.5M	QoQ -36.55% (-880.0K) YoY +500.99% (-1.3M)	All Managers (Combined)	$165.5M	QoQ -48.80% (-$157.7M) YoY -27.91% (-$64.1M)
Mongodb, Inc.(MDBcusip60937P106)	921.0K	QoQ NEW(+921.0K) YoY NEW(+921.0K)	All Managers (Combined)	$161.5M	QoQ NEW(+$161.5M) YoY NEW(+$161.5M)
United States Cellular Corp(USMcusip911684108)	1.8M	QoQ 0.00% (+0) YoY +14.00% (+223.1K)	All Managers (Combined)	$125.6M	QoQ +10.25% (+$11.7M) YoY +115.98% (+$67.4M)
Dynatrace, Inc.(DTcusip268150109)	2.5M	QoQ -34.97% (-1.4M) YoY -12.20% (-351.3K)	All Managers (Combined)	$119.2M	QoQ -43.58% (-$92.1M) YoY -10.85% (-$14.5M)
Madison Square Garden Entertainment Corp.(MSGEcusip558256103)	2.9M	QoQ +5.56% (-152.0K) YoY +17.03% (-420.0K)	All Managers (Combined)	$94.5M	QoQ -2.92% (-$2.8M) YoY -2.27% (-$2.2M)
Six Flags Entertainment Corporation/New(FUNcusip83001C108)	2.6M	QoQ +5.88% (-145.4K) YoY NEW(+2.6M)	All Managers (Combined)	$93.3M	QoQ -21.62% (-$25.8M) YoY NEW(+$93.3M)
Madison Square Garden Entertainment Corp.(MSGEcusip55826T102)	2.8M	QoQ 0.00% (-0) YoY +10.33% (-262.8K)	All Managers (Combined)	$91.8M	QoQ -18.84% (-$21.3M) YoY -26.44% (-$33.0M)