Jericho Capital Asset Management L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$9.6B
Holdings
30
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 2,095,319 | $1.5T | 15669.85% | |
| 2 | WBDWARNER BROS DISCOVERY INC | 35,095,390 | $685.4B | 7133.72% | |
| 3 | GOOGLALPHABET INC | 2,684,000 | $652.5B | 6790.96% | |
| 4 | NBISNEBIUS GROUP N.V. | 4,607,497 | $517.3B | 5383.84% | |
| 5 | NVDANVIDIA CORPORATION | 2,619,012 | $488.7B | 5085.88% | |
| 6 | LYVLIVE NATION ENTERTAINMENT IN | 2,897,162 | $473.4B | 4927.07% | |
| 7 | MDBMONGODB INC | 1,378,540 | $427.9B | 4453.25% | |
| 8 | HPEHEWLETT PACKARD ENTERPRISE C | 16,974,768 | $416.9B | 4339.06% | |
| 9 | FWONALIBERTY MEDIA CORP DEL | 3,854,396 | $402.6B | 4190.14% | |
| 10 | METAMETA PLATFORMS INC | 521,858 | $383.2B | 3988.75% | |
| 11 | DOCUDOCUSIGN INC | 4,754,753 | $342.8B | 3567.52% | |
| 12 | UBERUBER TECHNOLOGIES INC | 3,150,000 | $308.6B | 3211.94% | |
| 13 | CIENCIENA CORP | 1,983,000 | $288.9B | 3006.47% | |
| 14 | NFLXNETFLIX INC | 239,000 | $286.5B | 2982.30% | |
| 15 | INTUINTUIT | 391,000 | $267.0B | 2779.10% | |
| 16 | AFRMAFFIRM HLDGS INC | 3,350,248 | $244.8B | 2548.23% | |
| 17 | UPSTUPSTART HLDGS INC | 4,480,809 | $227.6B | 2369.10% | |
| 18 | CORZCORE SCIENTIFIC INC NEW | 11,699,823 | $209.9B | 2184.57% | |
| 19 | TTDTHE TRADE DESK INC | 4,067,000 | $199.3B | 2074.54% | |
| 20 | TWLOTWILIO INC | 1,970,978 | $197.3B | 2053.22% | |
| 21 | NTNXNUTANIX INC | 2,441,481 | $181.6B | 1890.30% | |
| 22 | SPHRSPHERE ENTERTAINMENT CO | 2,705,615 | $168.1B | 1749.29% | |
| 23 | CFLTCONFLUENT INC | 8,266,000 | $163.7B | 1703.43% | |
| 24 | MSGEMADISON SQUARE GARDEN ENTMT | 2,885,724 | $130.6B | 1358.75% | |
| 25 | AMBAAMBARELLA INC | 1,213,347 | $100.1B | 1042.10% | |
| 26 | GTMZOOMINFO TECHNOLOGIES INC | 8,793,670 | $95.9B | 998.52% | |
| 27 | ADARRAY DIGITAL INFRASTRUCTURE | 1,815,844 | $90.8B | 945.15% | |
| 28 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 621,000 | $90.4B | 941.12% | |
| 29 | FUNSIX FLAGS ENTERTAINMENT CORP | 2,616,300 | $59.4B | 618.67% | |
| 30 | STUBSTUBHUB HLDGS INC | 75,000 | $1.3B | 13.15% |