Jericho Capital Asset Management as of March 31, 2024
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 28 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 9.9 | $372M | 613k | 607.33 | |
| Applovin Corp Com Cl A (APP) | 7.2 | $269M | 3.9M | 69.22 | |
| Nutanix Cl A (NTNX) | 6.6 | $246M | 4.0M | 61.72 | |
| NVIDIA Corporation (NVDA) | 6.1 | $230M | 254k | 903.56 | |
| Draftkings Com Cl A (DKNG) | 6.1 | $227M | 5.0M | 45.41 | |
| Meta Platforms Cl A (META) | 6.0 | $225M | 463k | 485.58 | |
| The Trade Desk Com Cl A (TTD) | 5.6 | $212M | 2.4M | 87.42 | |
| Docusign (DOCU) | 5.4 | $204M | 3.4M | 59.55 | |
| Electronic Arts (EA) | 5.0 | $189M | 1.4M | 132.67 | |
| Live Nation Entertainment (LYV) | 3.8 | $142M | 1.3M | 105.77 | |
| Cadence Design Systems (CDNS) | 3.6 | $134M | 430k | 311.28 | |
| Dynatrace Com New (DT) | 3.6 | $134M | 2.9M | 46.44 | |
| Sphere Entertainment Cl A (SPHR) | 3.3 | $125M | 2.5M | 49.08 | |
| Roblox Corp Cl A (RBLX) | 3.2 | $120M | 3.1M | 38.18 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.0 | $114M | 117k | 970.47 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.0 | $113M | 1.7M | 65.60 | |
| Broadcom (AVGO) | 3.0 | $111M | 84k | 1325.41 | |
| salesforce (CRM) | 2.8 | $106M | 352k | 301.18 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 2.6 | $97M | 2.5M | 39.21 | |
| Hashicorp Com Cl A | 2.4 | $90M | 3.3M | 26.95 | |
| Sharkninja Com Shs (SN) | 1.7 | $62M | 1.0M | 62.29 | |
| United States Cellular Corporation (AD) | 1.6 | $58M | 1.6M | 36.50 | |
| DV (DV) | 1.4 | $54M | 1.5M | 35.16 | |
| Informatica Com Cl A (INFA) | 1.4 | $52M | 1.5M | 35.00 | |
| MercadoLibre (MELI) | 0.7 | $26M | 17k | 1511.96 | |
| Sprout Social Com Cl A (SPT) | 0.6 | $22M | 374k | 59.71 | |
| Cinemark Holdings (CNK) | 0.4 | $16M | 889k | 17.97 | |
| Conx Corp *w Exp 10/30/202 (CNXXW) | 0.0 | $200k | 1.0M | 0.20 |
