JC
| |
Jericho Capital Asset Management L.P.13F | |
| Jericho Capital Asset Management L.P. | |
| Last update 2025-05-15 | 23 Stocks (3 new) |
| Value $5.50 Bil | Turnover 14 % |
Jericho Capital Asset Manageme... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APP | AppLovin Corp | 2,793,759 | 740,262.3 | 0% | 13.470 | 0% | 0.830 | +34.07% | +3.48% | 113,393.4 | Media - Diversified | |
NFLX | Netflix Inc | 579,000 | 539,934.9 | -29.30% | 9.820 | -3.06% | 0.140 | +35.59% | +39.69% | 529,883.0 | Media - Diversified | |
UBER | Uber Technologies Inc | 5,629,628 | 410,174.7 | +13.71% | 7.460 | +0.90% | 0.270 | +31.97% | +58.14% | 199,476.5 | Software | |
LYV | Live Nation Entertainment Inc | 3,141,082 | 410,162.5 | -2.09% | 7.460 | -0.12% | 1.360 | +11.06% | +11.15% | 33,361.2 | Media - Diversified | |
DOCU | Docusign Inc | 4,754,753 | 387,036.9 | 0% | 7.040 | 0% | 2.350 | -1.08% | -18.22% | 14,861.7 | Software | |
TWLO | Twilio Inc | 3,280,363 | 321,180.3 | +17.69% | 5.840 | +0.88% | 2.150 | +30.28% | +4.70% | 17,276.6 | Software | |
NTNX | Nutanix Inc | 4,102,993 | 286,429.9 | +46.82% | 5.210 | +1.66% | 1.540 | +22.09% | +18.34% | 19,408.8 | Software | |
FWONK | Liberty Media Corp | 2,951,776 | 265,689.4 | -18.86% | 4.830 | -0.91% | 1.180 | +33.85% | +11.50% | 25,481.2 | Media - Diversified | |
WBD | Warner Bros. Discovery Inc | 22,404,700 | 240,402.4 | 0% | 4.370 | 0% | 0.910 | +47.18% | +10.97% | 29,020.9 | Media - Diversified | |
META | Meta Platforms Inc | 397,858 | 229,309.4 | -35.08% | 4.170 | -1.80% | 0.020 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media |
Jericho Capital Asset Management L.P.'s Historical Top Holdings Breakdowns
Jericho Capital Asset Management L.P.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBIT | ISHARES BITCOIN TR | 2025-03-31 | Sold Out Sold Out | -5.40% | 44.91 ($52.94) 60.42 | $67.21 | 26.96% | Sold Out | 0 | -7,128,000 | |
JNPR | Juniper Networks Inc | 2025-03-31 | New Buy New Buy | +3.71% | 34.38 ($36.6) 39.03 | $39.95 | 9.15% | New holding | 5,641,514 | 5,641,514 | |
QRVO | Qorvo Inc | 2025-03-31 | New Buy New Buy | +3.07% | 69.12 ($76.15) 90.57 | $88.23 | 15.86% | New holding | 2,333,650 | 2,333,650 | |
NFLX | Netflix Inc | 2025-03-31 | Reduce Reduce | -3.06% | 828.4 ($951.01) 1058.6 | $1,245.11 | 30.93% | Reduce -29.3% | 579,000 | -240,000 | |
MDB | MongoDB Inc | 2025-03-31 | New Buy New Buy | +2.94% | 175.4 ($243.68) 298.52 | $202.51 | -16.90% | New holding | 921,000 | 921,000 | |
DKNG | DraftKings Inc | 2025-03-31 | Sold Out Sold Out | -2.79% | 33.21 ($41.08) 53.49 | $42.98 | 4.63% | Sold Out | 0 | -5,245,494 | |
AVGO | Broadcom Inc | 2025-03-31 | Sold Out Sold Out | -2.10% | 167.43 ($211.65) 244.7 | $274.38 | 29.64% | Sold Out | 0 | -635,733 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -1.80% | 576.36 ($645.17) 736.67 | $717.51 | 11.21% | Reduce -35.08% | 397,858 | -215,000 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.69% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Reduce -36.56% | 1,527,012 | -880,000 | |
NTNX | Nutanix Inc | 2025-03-31 | Add Add | +1.66% | 61.28 ($69.19) 77.44 | $72.40 | 4.64% | Add 46.82% | 4,102,993 | 1,308,357 |
Jericho Capital Asset Management L.P. Total Holding History ($B)
Jericho Capital Asset Management L.P.'s Asset Allocation
Jericho Capital Asset Management L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Jericho Capital Asset Management L.P.'s Hypothetical Growth since 2025-03-31
Jericho Capital Asset Management L.P.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Jericho Capital Asset Management L.P.'s Holdings Heat Map
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Jericho Capital Asset Management L.P.'s Holdings Bubble Chart
Jericho Capital Asset Management L.P. News
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