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 | +47.37% | +7.07% | 117,328.8 | Media - Diversified | |
NFLX | Netflix Inc | 579,000 | 539,934.9 | -29.30% | 9.820 | -3.06% | 0.140 | +46.58% | +43.14% | 542,973.6 | Media - Diversified | |
UBER | Uber Technologies Inc | 5,629,628 | 410,174.7 | +13.71% | 7.460 | +0.90% | 0.270 | +48.87% | +60.59% | 202,571.5 | Software | |
LYV | Live Nation Entertainment Inc | 3,141,082 | 410,162.5 | -2.09% | 7.460 | -0.12% | 1.360 | +21.19% | +11.18% | 33,370.5 | Media - Diversified | |
DOCU | Docusign Inc | 4,754,753 | 387,036.9 | 0% | 7.040 | 0% | 2.350 | +10.63% | -13.46% | 15,726.5 | Software | |
TWLO | Twilio Inc | 3,280,363 | 321,180.3 | +17.69% | 5.840 | +0.88% | 2.150 | +48.30% | +11.61% | 18,417.1 | Software | |
NTNX | Nutanix Inc | 4,102,993 | 286,429.9 | +46.82% | 5.210 | +1.66% | 1.540 | +30.89% | +24.45% | 20,411.4 | Software | |
FWONK | Liberty Media Corp | 2,951,776 | 265,689.4 | -18.86% | 4.830 | -0.91% | 1.180 | +28.33% | +9.88% | 25,131.0 | Media - Diversified | |
WBD | Warner Bros. Discovery Inc | 22,404,700 | 240,402.4 | 0% | 4.370 | 0% | 0.910 | +45.64% | +5.96% | 27,709.6 | Media - Diversified | |
META | Meta Platforms Inc | 397,858 | 229,309.4 | -35.08% | 4.170 | -1.80% | 0.020 | +41.33% | +23.32% | 1,812,427.7 | 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 | $61.45 | 16.07% | 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 | $89.34 | 17.33% | New holding | 2,333,650 | 2,333,650 | |
NFLX | Netflix Inc | 2025-03-31 | Reduce Reduce | -3.06% | 828.4 ($951.01) 1058.6 | $1,275.87 | 34.16% | 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 | $210.12 | -13.77% | New holding | 921,000 | 921,000 | |
DKNG | DraftKings Inc | 2025-03-31 | Sold Out Sold Out | -2.79% | 33.21 ($41.08) 53.49 | $42.52 | 3.52% | Sold Out | 0 | -5,245,494 | |
AVGO | Broadcom Inc | 2025-03-31 | Sold Out Sold Out | -2.10% | 167.43 ($211.65) 244.7 | $274.70 | 29.79% | Sold Out | 0 | -635,733 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -1.80% | 576.36 ($645.17) 736.67 | $720.61 | 11.69% | Reduce -35.08% | 397,858 | -215,000 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.69% | 106.98 ($126.74) 149.43 | $159.39 | 25.76% | Reduce -36.56% | 1,527,012 | -880,000 | |
NTNX | Nutanix Inc | 2025-03-31 | Add Add | +1.66% | 61.28 ($69.19) 77.44 | $76.21 | 10.15% | Add 46.82% | 4,102,993 | 1,308,357 |
Jericho Capital Asset Management L.P. Total Holding History ($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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