Jericho Capital Asset Management L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$7.5T
Holdings
30
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 2,095,319 | $733.5B | 9.77% | |
| 2 | NFLXNETFLIX INC | 392,000 | $524.9B | 6.99% | |
| 3 | ORCLORACLE CORP | 2,104,859 | $460.2B | 6.13% | |
| 4 | LYVLIVE NATION ENTERTAINMENT IN | 2,897,162 | $438.3B | 5.84% | |
| 5 | NVDANVIDIA CORPORATION | 2,619,012 | $413.8B | 5.51% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 3,854,396 | $402.8B | 5.37% | |
| 7 | UBERUBER TECHNOLOGIES INC | 4,222,221 | $393.9B | 5.25% | |
| 8 | DOCUDOCUSIGN INC | 4,754,753 | $370.3B | 4.93% | |
| 9 | TWLOTWILIO INC | 2,859,363 | $355.6B | 4.74% | |
| 10 | METAMETA PLATFORMS INC | 397,858 | $293.7B | 3.91% | |
| 11 | AFRMAFFIRM HLDGS INC | 3,661,975 | $253.2B | 3.37% | |
| 12 | AKXANSYS INC | 712,000 | $250.1B | 3.33% | |
| 13 | UPSTUPSTART HLDGS INC | 3,653,835 | $236.3B | 3.15% | |
| 14 | ARMARM HOLDINGS PLC | 1,306,115 | $211.3B | 2.81% | |
| 15 | QRVOQORVO INC | 2,333,650 | $198.2B | 2.64% | |
| 16 | WBDWARNER BROS DISCOVERY INC | 16,803,525 | $192.6B | 2.57% | |
| 17 | NTNXNUTANIX INC | 2,441,481 | $186.6B | 2.49% | |
| 18 | SNOWSNOWFLAKE INC | 811,146 | $181.5B | 2.42% | |
| 19 | NBISNEBIUS GROUP N.V. | 2,959,000 | $163.7B | 2.18% | |
| 20 | TTDTHE TRADE DESK INC | 2,183,000 | $157.2B | 2.09% | |
| 21 | CLSCELESTICA INC | 962,500 | $150.3B | 2.00% | |
| 22 | DTDYNATRACE INC | 2,571,767 | $142.0B | 1.89% | |
| 23 | SPHRSPHERE ENTERTAINMENT CO | 2,805,615 | $117.3B | 1.56% | |
| 24 | ADUNITED STATES CELLULAR CORP | 1,815,844 | $116.2B | 1.55% | |
| 25 | MSGEMADISON SQUARE GARDEN ENTMT | 2,885,724 | $115.3B | 1.54% | |
| 26 | MDBMONGODB INC | 526,000 | $110.5B | 1.47% | |
| 27 | CIENCIENA CORP | 1,335,000 | $108.6B | 1.45% | |
| 28 | FUNSIX FLAGS ENTERTAINMENT CORP | 2,616,363 | $79.6B | 1.06% | |
| 29 | GTMZOOMINFO TECHNOLOGIES INC | 7,526,518 | $76.2B | 1.01% | |
| 30 | AMBAAMBARELLA INC | 1,098,482 | $72.6B | 0.97% |