Jericho Capital Asset Management as of March 31, 2025
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 13.5 | $740M | 2.8M | 264.97 | |
| Netflix (NFLX) | 9.8 | $540M | 579k | 932.53 | |
| Uber Technologies (UBER) | 7.5 | $410M | 5.6M | 72.86 | |
| Live Nation Entertainment (LYV) | 7.5 | $410M | 3.1M | 130.58 | |
| Docusign (DOCU) | 7.0 | $387M | 4.8M | 81.40 | |
| Twilio Cl A (TWLO) | 5.8 | $321M | 3.3M | 97.91 | |
| Nutanix Cl A (NTNX) | 5.2 | $286M | 4.1M | 69.81 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.8 | $266M | 3.0M | 90.01 | |
| Warner Bros Discovery Com Ser A (WBD) | 4.4 | $240M | 22M | 10.73 | |
| Meta Platforms Cl A (META) | 4.2 | $229M | 398k | 576.36 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.2 | $229M | 5.1M | 45.19 | |
| Juniper Networks (JNPR) | 3.7 | $204M | 5.6M | 36.19 | |
| Qorvo (QRVO) | 3.1 | $169M | 2.3M | 72.41 | |
| NVIDIA Corporation (NVDA) | 3.0 | $166M | 1.5M | 108.38 | |
| Mongodb Cl A (MDB) | 2.9 | $162M | 921k | 175.40 | |
| United States Cellular Corporation (AD) | 2.3 | $126M | 1.8M | 69.15 | |
| Dynatrace Com New (DT) | 2.2 | $119M | 2.5M | 47.15 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 1.7 | $95M | 2.9M | 32.74 | |
| Six Flags Entertainment Corp (FUN) | 1.7 | $93M | 2.6M | 35.67 | |
| Sphere Entertainment Cl A (SPHR) | 1.7 | $92M | 2.8M | 32.72 | |
| The Trade Desk Com Cl A (TTD) | 1.6 | $87M | 1.6M | 54.72 | |
| Zoominfo Technologies Common Stock (GTM) | 1.4 | $75M | 7.5M | 10.00 | |
| Confluent Class A Com (CFLT) | 0.9 | $51M | 2.2M | 23.44 |
