Jericho Capital Asset Management as of Sept. 30, 2024
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 24 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 10.8 | $446M | 629k | 709.27 | |
| Applovin Corp Com Cl A (APP) | 10.5 | $435M | 3.3M | 130.55 | |
| NVIDIA Corporation (NVDA) | 7.9 | $328M | 2.7M | 121.44 | |
| Meta Platforms Cl A (META) | 6.5 | $271M | 474k | 572.44 | |
| Live Nation Entertainment (LYV) | 6.4 | $266M | 2.4M | 109.49 | |
| Nutanix Cl A (NTNX) | 5.4 | $223M | 3.8M | 59.25 | |
| Docusign (DOCU) | 5.3 | $220M | 3.5M | 62.09 | |
| Dynatrace Com New (DT) | 5.1 | $213M | 4.0M | 53.47 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.6 | $190M | 4.7M | 40.82 | |
| Draftkings Com Cl A (DKNG) | 4.5 | $187M | 4.8M | 39.20 | |
| Warner Bros Discovery Com Ser A (WBD) | 4.5 | $185M | 22M | 8.25 | |
| The Trade Desk Com Cl A (TTD) | 3.5 | $147M | 1.3M | 109.65 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.4 | $142M | 1.8M | 77.43 | |
| Sphere Entertainment Cl A (SPHR) | 3.0 | $124M | 2.8M | 44.18 | |
| Palantir Technologies Cl A (PLTR) | 2.9 | $120M | 3.2M | 37.20 | |
| Snap Cl A (SNAP) | 2.8 | $117M | 11M | 10.70 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 2.5 | $105M | 2.5M | 42.53 | |
| United States Cellular Corporation (AD) | 2.3 | $97M | 1.8M | 54.65 | |
| Okta Cl A (OKTA) | 2.1 | $89M | 1.2M | 74.34 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.8 | $76M | 91k | 833.25 | |
| Jfrog Ord Shs (FROG) | 1.8 | $73M | 2.5M | 29.04 | |
| Confluent Class A Com (CFLT) | 1.2 | $52M | 2.5M | 20.38 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 0.8 | $32M | 1.1M | 28.56 | |
| Lineage (LINE) | 0.2 | $9.8M | 125k | 78.38 |
