Jericho Capital Asset Management as of Sept. 30, 2023
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 23 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 12.1 | $355M | 2.5M | 140.05 | |
| Meta Platforms Cl A (META) | 11.1 | $326M | 1.1M | 300.21 | |
| Akamai Technologies (AKAM) | 7.4 | $218M | 2.0M | 106.54 | |
| Draftkings Com Cl A (DKNG) | 7.2 | $211M | 7.2M | 29.44 | |
| stock | 6.9 | $204M | 1.4M | 146.25 | |
| Uber Technologies (UBER) | 6.4 | $187M | 4.1M | 45.99 | |
| Live Nation Entertainment (LYV) | 5.9 | $174M | 2.1M | 83.04 | |
| NVIDIA Corporation (NVDA) | 5.6 | $165M | 378k | 434.99 | |
| Cadence Design Systems (CDNS) | 5.3 | $155M | 661k | 234.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $149M | 1.1M | 130.86 | |
| Adobe Systems Incorporated (ADBE) | 5.0 | $147M | 288k | 509.90 | |
| Nutanix Cl A (NTNX) | 2.8 | $82M | 2.4M | 34.88 | |
| Mattel (MAT) | 2.6 | $77M | 3.5M | 22.03 | |
| Analog Devices (ADI) | 2.4 | $69M | 396k | 175.09 | |
| salesforce (CRM) | 2.3 | $69M | 339k | 202.78 | |
| Sphere Entertainment Cl A (SPHR) | 2.1 | $63M | 1.7M | 37.16 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 2.1 | $63M | 1.9M | 32.91 | |
| On Hldg Namen Akt A (ONON) | 2.0 | $60M | 2.1M | 27.82 | |
| United States Cellular Corporation (USM) | 1.8 | $52M | 1.2M | 42.97 | |
| Alteryx Com Cl A | 1.7 | $50M | 1.3M | 37.69 | |
| Lyft Cl A Com (LYFT) | 1.3 | $38M | 3.6M | 10.54 | |
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.9 | $25M | 3.0M | 8.48 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $150k | 1.0M | 0.15 |
