Jericho Capital Asset Management as of June 30, 2024
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 22 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.4 | $314M | 2.5M | 123.54 | |
| Applovin Corp Com Cl A (APP) | 8.3 | $277M | 3.3M | 83.22 | |
| Netflix (NFLX) | 8.1 | $270M | 400k | 674.88 | |
| Meta Platforms Cl A (META) | 7.8 | $259M | 513k | 504.22 | |
| The Trade Desk Com Cl A (TTD) | 7.1 | $236M | 2.4M | 97.67 | |
| Live Nation Entertainment (LYV) | 7.0 | $233M | 2.5M | 93.74 | |
| Nutanix Cl A (NTNX) | 6.8 | $227M | 4.0M | 56.85 | |
| Dynatrace Com New (DT) | 6.8 | $226M | 5.0M | 44.74 | |
| Draftkings Com Cl A (DKNG) | 5.6 | $185M | 4.8M | 38.17 | |
| Docusign (DOCU) | 5.5 | $183M | 3.4M | 53.50 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.1 | $170M | 979k | 173.81 | |
| United States Cellular Corporation (AD) | 3.0 | $99M | 1.8M | 55.82 | |
| Sphere Entertainment Cl A (SPHR) | 2.7 | $89M | 2.5M | 35.06 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.6 | $85M | 83k | 1022.73 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 2.5 | $84M | 2.5M | 34.23 | |
| Sharkninja Com Shs (SN) | 2.3 | $75M | 1.0M | 75.15 | |
| Informatica Com Cl A (INFA) | 2.0 | $68M | 2.2M | 30.88 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.9 | $64M | 2.8M | 22.71 | |
| DV (DV) | 1.8 | $60M | 3.1M | 19.47 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.7 | $57M | 4.4M | 12.89 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.6 | $53M | 734k | 71.84 | |
| Okta Cl A (OKTA) | 0.4 | $12M | 132k | 93.61 |
