Jericho Capital Asset Management L.P. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Jericho Capital Asset Management L.P. disclosed 24 US equity positions worth $4.1bn in its Q3 2024 13F filing. The largest position was NFLX at 10.8% of the reported book, followed by APP and NVDA.
What did Jericho Capital Asset Management L.P. own in Q3 2024? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NFLX NETFLIX INC | Communication Services | 10.8% | $446.1m | 629,000 | – | |
| 2 | APP APPLOVIN CORP | Communication Services | 10.5% | $435.0m | 3,331,792 | – | |
| 3 | NVDA NVIDIA CORPORATION | Technology | 7.9% | $327.5m | 2,697,012 | – | |
| 4 | META META PLATFORMS INC | Communication Services | 6.5% | $271.3m | 473,858 | – | |
| 5 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 6.4% | $266.2m | 2,430,977 | – | |
| 6 | NTNX NUTANIX INC | Technology | 5.4% | $222.6m | 3,757,003 | – | |
| 7 | DOCU DOCUSIGN INC | Technology | 5.3% | $220.4m | 3,549,253 | – | |
| 8 | DT DYNATRACE INC | Technology | 5.1% | $212.7m | 3,977,366 | – | |
| 9 | AFRM AFFIRM HLDGS INC | Financial Services | 4.6% | $190.2m | 4,659,147 | – | |
| 10 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 4.5% | $186.6m | 4,760,700 | – | |
| 11 | WBD WARNER BROS DISCOVERY INC | Communication Services | 4.5% | $184.8m | 22,404,700 | – | |
| 12 | TTD THE TRADE DESK INC | Communication Services | 3.5% | $146.7m | 1,338,000 | – | |
| 13 | LLYVK LIBERTY MEDIA CORP DEL | 3.4% | $141.9m | 1,832,513 | – | ||
| 14 | SPHR SPHERE ENTERTAINMENT CO | Communication Services | 3.0% | $124.0m | 2,805,615 | – | |
| 15 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 2.9% | $119.9m | 3,224,000 | – | |
| 16 | SNAP SNAP INC | Communication Services | 2.8% | $117.1m | 10,946,968 | – | |
| 17 | MSGE MADISON SQUARE GARDEN ENTMT | Communication Services | 2.5% | $104.9m | 2,465,724 | – | |
| 18 | AD UNITED STATES CELLULAR CORP | Communication Services | 2.3% | $97.3m | 1,780,792 | – | |
| 19 | OKTA OKTA INC | Technology | 2.1% | $89.0m | 1,197,462 | – | |
| 20 | ASML ASML HOLDING N V | Technology | 1.8% | $75.9m | 91,108 | – | |
| 21 | FROG JFROG LTD | Technology | 1.8% | $72.7m | 2,502,890 | – | |
| 22 | 8QR CONFLUENT INC | 1.2% | $51.8m | 2,541,000 | – | ||
| 23 | 0C3 ENDEAVOR GROUP HLDGS INC | 0.8% | $32.0m | 1,121,472 | – | ||
| 24 | LINE LINEAGE INC | 0.2% | $9.8m | 125,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.