Jericho Capital Asset Management L.P. Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$4.1T
Holdings
24
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 629,000 | $446.1B | 10.76% | |
| 2 | APPAPPLOVIN CORP | 3,331,792 | $435.0B | 10.49% | |
| 3 | NVDANVIDIA CORPORATION | 2,697,012 | $327.5B | 7.90% | |
| 4 | METAMETA PLATFORMS INC | 473,858 | $271.3B | 6.54% | |
| 5 | LYVLIVE NATION ENTERTAINMENT IN | 2,430,977 | $266.2B | 6.42% | |
| 6 | NTNXNUTANIX INC | 3,757,003 | $222.6B | 5.37% | |
| 7 | DOCUDOCUSIGN INC | 3,549,253 | $220.4B | 5.31% | |
| 8 | DTDYNATRACE INC | 3,977,366 | $212.7B | 5.13% | |
| 9 | AFRMAFFIRM HLDGS INC | 4,659,147 | $190.2B | 4.59% | |
| 10 | DKNGDRAFTKINGS INC NEW | 4,760,700 | $186.6B | 4.50% | |
| 11 | WBDWARNER BROS DISCOVERY INC | 22,404,700 | $184.8B | 4.46% | |
| 12 | TTDTHE TRADE DESK INC | 1,338,000 | $146.7B | 3.54% | |
| 13 | FWONALIBERTY MEDIA CORP DEL | 1,832,513 | $141.9B | 3.42% | |
| 14 | SPHRSPHERE ENTERTAINMENT CO | 2,805,615 | $124.0B | 2.99% | |
| 15 | PLTRPALANTIR TECHNOLOGIES INC | 3,224,000 | $119.9B | 2.89% | |
| 16 | SNAPSNAP INC | 10,946,968 | $117.1B | 2.82% | |
| 17 | MSGEMADISON SQUARE GARDEN ENTMT | 2,465,724 | $104.9B | 2.53% | |
| 18 | ADUNITED STATES CELLULAR CORP | 1,780,792 | $97.3B | 2.35% | |
| 19 | OKTAOKTA INC | 1,197,462 | $89.0B | 2.15% | |
| 20 | ASMLASML HOLDING N V | 91,108 | $75.9B | 1.83% | |
| 21 | FROGJFROG LTD | 2,502,890 | $72.7B | 1.75% | |
| 22 | CFLTCONFLUENT INC | 2,541,000 | $51.8B | 1.25% | |
| 23 | 0C3ENDEAVOR GROUP HLDGS INC | 1,121,472 | $32.0B | 0.77% | |
| 24 | LINELINEAGE INC | 125,000 | $9.8B | 0.24% |