Jericho Capital Asset Management L.P.

Q1 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    23

  • Value ($000)

    $5,496,550

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001525234
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
APP
APP

APPLOVIN CORP

COM CL A
03831W108
$740.26M
14 %

2,793,759

NFLX
NFLX

NETFLIX INC

COM
64110L106
$539.93M
10 %

579,000

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$410.17M
8 %

5,629,628

LYV
LYV

LIVE NATION ENTERTAINMENT IN

COM
538034109
$410.16M
8 %

3,141,082

DOCU
DOCU

DOCUSIGN INC

COM
256163106
$387.04M
7 %

4,754,753

TWLO
TWLO

TWILIO INC

CL A
90138F102
$321.18M
6 %

3,280,363

NTNX
NTNX

NUTANIX INC

CL A
67059N108
$286.43M
5 %

4,102,993

FWONK
FWONK

LIBERTY MEDIA CORP DEL

COM LBTY ONE S C
531229755
$265.69M
5 %

2,951,776

WBD
WBD

WARNER BROS DISCOVERY INC

COM SER A
934423104
$240.40M
4 %

22,404,700

META
META

META PLATFORMS INC

CL A
30303M102
$229.31M
4 %

397,858

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