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 %
Countries:
Top Holdings: APP(13.47%)NFLX(9.82%)UBER(7.46%)LYV(7.46%)DOCU(7.04%)
Summary Stock Picks Current Portfolio
Jericho Capital Asset Manageme... Top Holdings of 2025-03-31 View Full List
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
+43.83%
+9.03%
119,471.3
Media - Diversified
NFLX
Netflix Inc
579,000
539,934.9
-29.30%
9.820
-3.06%
0.140
+28.94%
+41.23%
535,730.4
Media - Diversified
UBER
Uber Technologies Inc
5,629,628
410,174.7
+13.71%
7.460
+0.90%
0.270
+24.89%
+53.25%
193,307.6
Software
LYV
Live Nation Entertainment Inc
3,141,082
410,162.5
-2.09%
7.460
-0.12%
1.360
+14.13%
+13.67%
34,116.8
Media - Diversified
DOCU
Docusign Inc
4,754,753
387,036.9
0%
7.040
0%
2.350
-0.29%
-14.09%
15,612.4
Software
TWLO
Twilio Inc
3,280,363
321,180.3
+17.69%
5.840
+0.88%
2.150
+43.54%
+17.29%
19,353.7
Software
NTNX
Nutanix Inc
4,102,993
286,429.9
+46.82%
5.210
+1.66%
1.540
+16.66%
+19.85%
19,655.8
Software
FWONK
Liberty Media Corp
2,951,776
265,689.4
-18.86%
4.830
-0.91%
1.180
+26.59%
+9.65%
25,067.6
Media - Diversified
WBD
Warner Bros. Discovery Inc
22,404,700
240,402.4
0%
4.370
0%
0.910
+46.73%
+14.52%
29,948.7
Media - Diversified
META
Meta Platforms Inc
397,858
229,309.4
-35.08%
4.170
-1.80%
0.020
+37.91%
+22.95%
1,806,971.6
Interactive Media

Jericho Capital Asset Management L.P.'s Historical Top Holdings Breakdowns

Jericho Capital Asset Management L.P.'s Top Stock Picks View Full List
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
$66.44
25.50%
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
$87.58
15.02%
New holding
2,333,650
2,333,650
NFLX
Netflix Inc
2025-03-31
Reduce
Reduce
-3.06%
●
828.4 ($951.01) 1058.6
$1,258.85
32.37%
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
$208.58
-14.40%
New holding
921,000
921,000
DKNG
DraftKings Inc
2025-03-31
Sold Out
Sold Out
-2.79%
●
33.21 ($41.08) 53.49
$43.66
6.29%
Sold Out
0
-5,245,494
AVGO
Broadcom Inc
2025-03-31
Sold Out
Sold Out
-2.10%
●
167.43 ($211.65) 244.7
$281.38
32.95%
Sold Out
0
-635,733
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-1.80%
●
576.36 ($645.17) 736.67
$718.67
11.39%
Reduce -35.08%
397,858
-215,000
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-1.69%
●
106.98 ($126.74) 149.43
$171.44
35.27%
Reduce -36.56%
1,527,012
-880,000
NTNX
Nutanix Inc
2025-03-31
Add
Add
+1.66%
●
61.28 ($69.19) 77.44
$73.32
5.97%
Add 46.82%
4,102,993
1,308,357

Jericho Capital Asset Management L.P. Total Holding History ($B)

To

Jericho Capital Asset Management L.P.'s Asset Allocation

To

Jericho Capital Asset Management L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Jericho Capital Asset Management L.P.'s Holdings Bubble Chart

Jericho Capital Asset Management L.P. News

  • 1

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