Jericho Capital Asset Management as of June 30, 2025
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 30 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 9.8 | $734M | 2.1M | 350.08 | |
| Netflix (NFLX) | 7.0 | $525M | 392k | 1339.13 | |
| Oracle Corporation (ORCL) | 6.1 | $460M | 2.1M | 218.63 | |
| Live Nation Entertainment (LYV) | 5.8 | $438M | 2.9M | 151.28 | |
| NVIDIA Corporation (NVDA) | 5.5 | $414M | 2.6M | 157.99 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.4 | $403M | 3.9M | 104.50 | |
| Uber Technologies (UBER) | 5.2 | $394M | 4.2M | 93.30 | |
| Docusign (DOCU) | 4.9 | $370M | 4.8M | 77.89 | |
| Twilio Cl A (TWLO) | 4.7 | $356M | 2.9M | 124.36 | |
| Meta Platforms Cl A (META) | 3.9 | $294M | 398k | 738.09 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.4 | $253M | 3.7M | 69.14 | |
| Ansys (ANSS) | 3.3 | $250M | 712k | 351.22 | |
| Upstart Hldgs (UPST) | 3.1 | $236M | 3.7M | 64.68 | |
| Arm Holdings Sponsored Ads (ARM) | 2.8 | $211M | 1.3M | 161.74 | |
| Qorvo (QRVO) | 2.6 | $198M | 2.3M | 84.91 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.6 | $193M | 17M | 11.46 | |
| Nutanix Cl A (NTNX) | 2.5 | $187M | 2.4M | 76.44 | |
| Snowflake Cl A (SNOW) | 2.4 | $182M | 811k | 223.77 | |
| Nebius Group Shs Class A (NBIS) | 2.2 | $164M | 3.0M | 55.33 | |
| The Trade Desk Com Cl A (TTD) | 2.1 | $157M | 2.2M | 71.99 | |
| Celestica (CLS) | 2.0 | $150M | 963k | 156.11 | |
| Dynatrace Com New (DT) | 1.9 | $142M | 2.6M | 55.21 | |
| Sphere Entertainment Cl A (SPHR) | 1.6 | $117M | 2.8M | 41.80 | |
| United States Cellular Corporation (AD) | 1.5 | $116M | 1.8M | 63.97 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 1.5 | $115M | 2.9M | 39.97 | |
| Mongodb Cl A (MDB) | 1.5 | $111M | 526k | 209.99 | |
| Ciena Corp Com New (CIEN) | 1.4 | $109M | 1.3M | 81.33 | |
| Six Flags Entertainment Corp (FUN) | 1.1 | $80M | 2.6M | 30.43 | |
| Zoominfo Technologies Common Stock (GTM) | 1.0 | $76M | 7.5M | 10.12 | |
| Ambarella SHS (AMBA) | 1.0 | $73M | 1.1M | 66.06 |
