Jericho Capital Asset Management

Latest statistics and disclosures from Jericho Capital Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are APP, WBD, GOOGL, NBIS, NVDA, and represent 40.06% of Jericho Capital Asset Management's stock portfolio.
  • Added to shares of these 10 stocks: GOOGL (+$653M), HPE (+$417M), WBD (+$357M), INTU (+$267M), MDB (+$265M), CORZ (+$210M), NBIS (+$185M), CFLT (+$164M), CIEN (+$94M), TTD (+$92M).
  • Started 7 new stock positions in HPE, GOOGL, Stubhub Hldgs, CORZ, CFLT, INTU, CRDO.
  • Reduced shares in these 10 stocks: , , ARM (-$211M), QRVO (-$198M), NFLX (-$183M), SNOW (-$182M), CLS (-$150M), DT (-$142M), UBER (-$105M), TWLO (-$89M).
  • Sold out of its positions in ANSS, ARM, CLS, DT, ORCL, QRVO, SNOW.
  • Jericho Capital Asset Management was a net buyer of stock by $952M.
  • Jericho Capital Asset Management has $9.6B in assets under management (AUM), dropping by 28.01%.
  • Central Index Key (CIK): 0001525234

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Portfolio Holdings for Jericho Capital Asset Management

Jericho Capital Asset Management holds 30 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Applovin Corp Com Cl A (APP) 15.7 $1.5B 2.1M 718.54
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Warner Bros Discovery Com Ser A (WBD) 7.1 $685M +108% 35M 19.53
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Alphabet Cap Stk Cl A (GOOGL) 6.8 $653M NEW 2.7M 243.10
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Nebius Group Shs Class A (NBIS) 5.4 $517M +55% 4.6M 112.27
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NVIDIA Corporation (NVDA) 5.1 $489M 2.6M 186.58
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Live Nation Entertainment (LYV) 4.9 $473M 2.9M 163.40
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Mongodb Cl A (MDB) 4.5 $428M +162% 1.4M 310.38
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Hewlett Packard Enterprise (HPE) 4.3 $417M NEW 17M 24.56
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Liberty Media Corp Del Com Lbty One S C (FWONK) 4.2 $403M 3.9M 104.45
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Meta Platforms Cl A (META) 4.0 $383M +31% 522k 734.38
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Docusign (DOCU) 3.6 $343M 4.8M 72.09
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Uber Technologies (UBER) 3.2 $309M -25% 3.2M 97.97
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Ciena Corp Com New (CIEN) 3.0 $289M +48% 2.0M 145.67
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Netflix (NFLX) 3.0 $287M -39% 239k 1198.92
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Intuit (INTU) 2.8 $267M NEW 391k 682.91
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Affirm Hldgs Com Cl A (AFRM) 2.5 $245M -8% 3.4M 73.08
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Upstart Hldgs (UPST) 2.4 $228M +22% 4.5M 50.80
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Core Scientific (CORZ) 2.2 $210M NEW 12M 17.94
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The Trade Desk Com Cl A (TTD) 2.1 $199M +86% 4.1M 49.01
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Twilio Cl A (TWLO) 2.1 $197M -31% 2.0M 100.09
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Nutanix Cl A (NTNX) 1.9 $182M 2.4M 74.39
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Sphere Entertainment Cl A (SPHR) 1.7 $168M -3% 2.7M 62.12
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Confluent Class A Com (CFLT) 1.7 $164M NEW 8.3M 19.80
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Madison Square Garden Entmt Com Cl A (MSGE) 1.4 $131M 2.9M 45.24
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Ambarella SHS (AMBA) 1.0 $100M +10% 1.2M 82.52
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Zoominfo Technologies Common Stock (GTM) 1.0 $96M +16% 8.8M 10.91
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United States Cellular Corporation (AD) 0.9 $91M 1.8M 50.01
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.9 $90M NEW 621k 145.61
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Six Flags Entertainment Corp (FUN) 0.6 $59M 2.6M 22.72
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Stubhub Hldgs Cl A 0.0 $1.3M NEW 75k 16.84
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Past Filings by Jericho Capital Asset Management

SEC 13F filings are viewable for Jericho Capital Asset Management going back to 2011

View all past filings