Jericho Capital Asset Management L.P. Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$2.9T
Holdings
23
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST-MOBILE US INC | 2,536,135 | $355.2B | 12.09% | |
| 2 | METAMETA PLATFORMS INC | 1,084,963 | $325.7B | 11.08% | |
| 3 | AKAMAKAMAI TECHNOLOGIES INC | 2,048,062 | $218.2B | 7.43% | |
| 4 | DKNGDRAFTKINGS INC NEW | 7,153,967 | $210.6B | 7.17% | |
| 5 | SPLKCHFSPLUNK INC | 1,394,000 | $203.9B | 6.94% | |
| 6 | UBERUBER TECHNOLOGIES INC | 4,068,505 | $187.1B | 6.37% | |
| 7 | LYVLIVE NATION ENTERTAINMENT IN | 2,100,000 | $174.4B | 5.93% | |
| 8 | NVDANVIDIA CORPORATION | 378,079 | $164.5B | 5.60% | |
| 9 | CDNSCADENCE DESIGN SYSTEM INC | 661,051 | $154.9B | 5.27% | |
| 10 | GOOGLALPHABET INC | 1,136,000 | $148.7B | 5.06% | |
| 11 | ADBEADOBE INC | 288,400 | $147.1B | 5.00% | |
| 12 | NTNXNUTANIX INC | 2,363,000 | $82.4B | 2.80% | |
| 13 | MATMATTEL INC | 3,487,000 | $76.8B | 2.61% | |
| 14 | ADIANALOG DEVICES INC | 396,116 | $69.4B | 2.36% | |
| 15 | CRMSALESFORCE INC | 339,000 | $68.7B | 2.34% | |
| 16 | SPHRSPHERE ENTERTAINMENT CO | 1,698,802 | $63.1B | 2.15% | |
| 17 | MSGEMADISON SQUARE GARDEN ENTMT | 1,903,724 | $62.7B | 2.13% | |
| 18 | ONONON HLDG AG | 2,140,144 | $59.5B | 2.03% | |
| 19 | ADUNITED STATES CELLULAR CORP | 1,204,392 | $51.8B | 1.76% | |
| 20 | AYXEURALTERYX INC | 1,331,056 | $50.2B | 1.71% | |
| 21 | LYFTLYFT INC | 3,643,592 | $38.4B | 1.31% | |
| 22 | LGFEURLIONS GATE ENTMNT CORP | 3,000,000 | $25.4B | 0.87% | |
| 23 | CNXXWCONX CORP | 1,000,000 | $150.0M | 0.01% |