Jericho Capital Asset Management L.P.

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    30

  • Value ($000)

    $7,506,000

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
APP
APP

APPLOVIN CORP

COM CL A
03831W108
$733.53M
10 %

2,095,319

NFLX
NFLX

NETFLIX INC

COM
64110L106
$524.94M
7 %

392,000

ORCL
ORCL

ORACLE CORP

COM
68389X105
$460.19M
6 %

2,104,859

LYV
LYV

LIVE NATION ENTERTAINMENT IN

COM
538034109
$438.28M
6 %

2,897,162

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$413.78M
6 %

2,619,012

FWONK
FWONK

LIBERTY MEDIA CORP DEL

COM LBTY ONE S C
531229755
$402.78M
5 %

3,854,396

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$393.93M
5 %

4,222,221

DOCU
DOCU

DOCUSIGN INC

COM
256163106
$370.35M
5 %

4,754,753

TWLO
TWLO

TWILIO INC

CL A
90138F102
$355.59M
5 %

2,859,363

META
META

META PLATFORMS INC

CL A
30303M102
$293.66M
4 %

397,858

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