Jericho Capital Asset Management as of Sept. 30, 2025
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 30 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 15.7 | $1.5B | 2.1M | 718.54 | |
| Warner Bros Discovery Com Ser A (WBD) | 7.1 | $685M | 35M | 19.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $653M | 2.7M | 243.10 | |
| Nebius Group Shs Class A (NBIS) | 5.4 | $517M | 4.6M | 112.27 | |
| NVIDIA Corporation (NVDA) | 5.1 | $489M | 2.6M | 186.58 | |
| Live Nation Entertainment (LYV) | 4.9 | $473M | 2.9M | 163.40 | |
| Mongodb Cl A (MDB) | 4.5 | $428M | 1.4M | 310.38 | |
| Hewlett Packard Enterprise (HPE) | 4.3 | $417M | 17M | 24.56 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.2 | $403M | 3.9M | 104.45 | |
| Meta Platforms Cl A (META) | 4.0 | $383M | 522k | 734.38 | |
| Docusign (DOCU) | 3.6 | $343M | 4.8M | 72.09 | |
| Uber Technologies (UBER) | 3.2 | $309M | 3.2M | 97.97 | |
| Ciena Corp Com New (CIEN) | 3.0 | $289M | 2.0M | 145.67 | |
| Netflix (NFLX) | 3.0 | $287M | 239k | 1198.92 | |
| Intuit (INTU) | 2.8 | $267M | 391k | 682.91 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.5 | $245M | 3.4M | 73.08 | |
| Upstart Hldgs (UPST) | 2.4 | $228M | 4.5M | 50.80 | |
| Core Scientific (CORZ) | 2.2 | $210M | 12M | 17.94 | |
| The Trade Desk Com Cl A (TTD) | 2.1 | $199M | 4.1M | 49.01 | |
| Twilio Cl A (TWLO) | 2.1 | $197M | 2.0M | 100.09 | |
| Nutanix Cl A (NTNX) | 1.9 | $182M | 2.4M | 74.39 | |
| Sphere Entertainment Cl A (SPHR) | 1.7 | $168M | 2.7M | 62.12 | |
| Confluent Class A Com (CFLT) | 1.7 | $164M | 8.3M | 19.80 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 1.4 | $131M | 2.9M | 45.24 | |
| Ambarella SHS (AMBA) | 1.0 | $100M | 1.2M | 82.52 | |
| Zoominfo Technologies Common Stock (GTM) | 1.0 | $96M | 8.8M | 10.91 | |
| United States Cellular Corporation (AD) | 0.9 | $91M | 1.8M | 50.01 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.9 | $90M | 621k | 145.61 | |
| Six Flags Entertainment Corp (FUN) | 0.6 | $59M | 2.6M | 22.72 | |
| Stubhub Hldgs Cl A | 0.0 | $1.3M | 75k | 16.84 |
