Jericho Capital Asset Management L.P. Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$3.7T
Holdings
28
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 613,000 | $372.3B | 9.93% | |
| 2 | APPAPPLOVIN CORP | 3,890,567 | $269.3B | 7.19% | |
| 3 | NTNXNUTANIX INC | 3,988,923 | $246.2B | 6.57% | |
| 4 | NVDANVIDIA CORPORATION | 254,079 | $229.6B | 6.13% | |
| 5 | DKNGDRAFTKINGS INC NEW | 4,995,153 | $226.8B | 6.05% | |
| 6 | METAMETA PLATFORMS INC | 462,858 | $224.8B | 6.00% | |
| 7 | TTDTHE TRADE DESK INC | 2,419,355 | $211.5B | 5.64% | |
| 8 | DOCUDOCUSIGN INC | 3,417,908 | $203.5B | 5.43% | |
| 9 | EAELECTRONIC ARTS INC | 1,425,000 | $189.1B | 5.04% | |
| 10 | LYVLIVE NATION ENTERTAINMENT IN | 1,340,000 | $141.7B | 3.78% | |
| 11 | CDNSCADENCE DESIGN SYSTEM INC | 429,743 | $133.8B | 3.57% | |
| 12 | DTDYNATRACE INC | 2,879,000 | $133.7B | 3.57% | |
| 13 | SPHRSPHERE ENTERTAINMENT CO | 2,542,865 | $124.8B | 3.33% | |
| 14 | RBLXROBLOX CORP | 3,146,686 | $120.1B | 3.21% | |
| 15 | ASMLASML HOLDING N V | 117,000 | $113.5B | 3.03% | |
| 16 | FWONALIBERTY MEDIA CORP DEL | 1,715,513 | $112.5B | 3.00% | |
| 17 | AVGOBROADCOM INC | 84,000 | $111.3B | 2.97% | |
| 18 | CRMSALESFORCE INC | 352,000 | $106.0B | 2.83% | |
| 19 | MSGEMADISON SQUARE GARDEN ENTMT | 2,465,724 | $96.7B | 2.58% | |
| 20 | HCPHASHICORP INC | 3,338,951 | $90.0B | 2.40% | |
| 21 | SNSHARKNINJA INC | 1,000,300 | $62.3B | 1.66% | |
| 22 | ADUNITED STATES CELLULAR CORP | 1,592,792 | $58.1B | 1.55% | |
| 23 | DVDOUBLEVERIFY HLDGS INC | 1,524,000 | $53.6B | 1.43% | |
| 24 | INFA1EURINFORMATICA INC | 1,487,000 | $52.0B | 1.39% | |
| 25 | MLB1MERCADOLIBRE INC | 17,384 | $26.3B | 0.70% | |
| 26 | SPTSPROUT SOCIAL INC | 374,000 | $22.3B | 0.60% | |
| 27 | CNKCINEMARK HLDGS INC | 889,000 | $16.0B | 0.43% | |
| 28 | CNXXWCONX CORP | 1,000,000 | $199.9M | 0.01% |