Jericho Capital Asset Management L.p.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 23Value: $5.5BLatest: 2025Q1

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.

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:

Search and click to pin securities to the top

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AppLovin Corp

APP|03831W108

Shares:2.8M

Value:$740.3M

% of Portfolio:13.5% ($740.3M/$5.5B)

NETFLIX INC

NFLX|64110L106

Shares:579.0K

Value:$539.9M

% of Portfolio:9.8% ($539.9M/$5.5B)

Uber Technologies, Inc

UBER|90353T100

Shares:5.6M

Value:$410.2M

% of Portfolio:7.5% ($410.2M/$5.5B)

Live Nation Entertainment, Inc.

LYV|538034109

Shares:3.1M

Value:$410.2M

% of Portfolio:7.5% ($410.2M/$5.5B)

DOCUSIGN, INC.

DOCU|256163106

Shares:4.8M

Value:$387.0M

% of Portfolio:7.0% ($387.0M/$5.5B)

TWILIO INC

TWLO|90138F102

Shares:3.3M

Value:$321.2M

% of Portfolio:5.8% ($321.2M/$5.5B)

Nutanix, Inc.

NTNX|67059N108

Shares:4.1M

Value:$286.4M

% of Portfolio:5.2% ($286.4M/$5.5B)

Liberty Media Corp

FWONK|531229755

Shares:3.0M

Value:$265.7M

% of Portfolio:4.8% ($265.7M/$5.5B)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:22.4M

Value:$240.4M

% of Portfolio:4.4% ($240.4M/$5.5B)

Meta Platforms, Inc.

META|30303M102

Shares:397.9K

Value:$229.3M

% of Portfolio:4.2% ($229.3M/$5.5B)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:5.1M

Value:$228.5M

% of Portfolio:4.2% ($228.5M/$5.5B)

JUNIPER NETWORKS INC

JNPR|48203R104

Shares:5.6M

Value:$204.2M

% of Portfolio:3.7% ($204.2M/$5.5B)

Qorvo, Inc.

QRVO|74736K101

Shares:2.3M

Value:$169.0M

% of Portfolio:3.1% ($169.0M/$5.5B)

NVIDIA CORP

NVDA|67066G104

Shares:1.5M

Value:$165.5M

% of Portfolio:3.0% ($165.5M/$5.5B)

MongoDB, Inc.

MDB|60937P106

Shares:921.0K

Value:$161.5M

% of Portfolio:2.9% ($161.5M/$5.5B)

UNITED STATES CELLULAR CORP

USM|911684108

Shares:1.8M

Value:$125.6M

% of Portfolio:2.3% ($125.6M/$5.5B)

Dynatrace, Inc.

DT|268150109

Shares:2.5M

Value:$119.2M

% of Portfolio:2.2% ($119.2M/$5.5B)

Madison Square Garden Entertainment Corp.

MSGE|558256103

Shares:2.9M

Value:$94.5M

% of Portfolio:1.7% ($94.5M/$5.5B)

Six Flags Entertainment Corporation/NEW

FUN|83001C108

Shares:2.6M

Value:$93.3M

% of Portfolio:1.7% ($93.3M/$5.5B)

Madison Square Garden Entertainment Corp.

MSGE|55826T102

Shares:2.8M

Value:$91.8M

% of Portfolio:1.7% ($91.8M/$5.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AppLovin Corp(APPcusip03831W108)	2.8M	QoQ 0.00% (-0) YoY -28.19% (-1.1M)	All Managers (Combined)	$740.3M	13.5% ($740.3M/$5.5B)	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	9.8% ($539.9M/$5.5B)	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	7.5% ($410.2M/$5.5B)	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	7.5% ($410.2M/$5.5B)	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	7.0% ($387.0M/$5.5B)	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	5.8% ($321.2M/$5.5B)	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	5.2% ($286.4M/$5.5B)	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	4.8% ($265.7M/$5.5B)	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	4.4% ($240.4M/$5.5B)	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	4.2% ($229.3M/$5.5B)	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	4.2% ($228.5M/$5.5B)	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	3.7% ($204.2M/$5.5B)	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	3.1% ($169.0M/$5.5B)	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	3.0% ($165.5M/$5.5B)	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	2.9% ($161.5M/$5.5B)	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	2.3% ($125.6M/$5.5B)	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	2.2% ($119.2M/$5.5B)	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	1.7% ($94.5M/$5.5B)	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	1.7% ($93.3M/$5.5B)	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	1.7% ($91.8M/$5.5B)	QoQ -18.84% (-$21.3M) YoY -26.44% (-$33.0M)