Jericho Capital Asset Management as of Dec. 31, 2024
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 29 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 12.9 | $905M | 2.8M | 323.83 | |
| Netflix (NFLX) | 10.4 | $730M | 819k | 891.32 | |
| Docusign (DOCU) | 6.1 | $428M | 4.8M | 89.94 | |
| Live Nation Entertainment (LYV) | 5.9 | $415M | 3.2M | 129.50 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 5.4 | $378M | 7.1M | 53.05 | |
| Meta Platforms Cl A (META) | 5.1 | $359M | 613k | 585.51 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.8 | $337M | 3.6M | 92.66 | |
| NVIDIA Corporation (NVDA) | 4.6 | $323M | 2.4M | 134.29 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.5 | $317M | 5.2M | 60.90 | |
| Twilio Cl A (TWLO) | 4.3 | $301M | 2.8M | 108.08 | |
| Uber Technologies (UBER) | 4.3 | $299M | 5.0M | 60.32 | |
| Warner Bros Discovery Com Ser A (WBD) | 3.4 | $237M | 22M | 10.57 | |
| Dynatrace Com New (DT) | 3.0 | $211M | 3.9M | 54.35 | |
| Draftkings Com Cl A (DKNG) | 2.8 | $195M | 5.2M | 37.20 | |
| Nutanix Cl A (NTNX) | 2.4 | $171M | 2.8M | 61.18 | |
| The Trade Desk Com Cl A (TTD) | 2.2 | $157M | 1.3M | 117.53 | |
| Broadcom (AVGO) | 2.1 | $147M | 636k | 231.84 | |
| Six Flags Entertainment Corp (FUN) | 1.7 | $119M | 2.5M | 48.19 | |
| Zoominfo Technologies Common Stock (GTM) | 1.7 | $117M | 11M | 10.51 | |
| United States Cellular Corporation (AD) | 1.6 | $114M | 1.8M | 62.72 | |
| Sphere Entertainment Cl A (SPHR) | 1.6 | $113M | 2.8M | 40.32 | |
| Riot Blockchain (RIOT) | 1.5 | $106M | 10M | 10.21 | |
| Wynn Resorts (WYNN) | 1.4 | $101M | 1.2M | 86.16 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 1.4 | $97M | 2.7M | 35.60 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.3 | $92M | 8.9M | 10.36 | |
| Confluent Class A Com (CFLT) | 1.2 | $84M | 3.0M | 27.96 | |
| Snap Cl A (SNAP) | 1.0 | $71M | 6.6M | 10.77 | |
| Core Scientific (CORZ) | 0.6 | $39M | 2.8M | 14.05 | |
| Hut 8 Corp (HUT) | 0.5 | $37M | 1.8M | 20.49 |
