Jericho Capital Asset Management L.P. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Jericho Capital Asset Management L.P. disclosed 29 US equity positions worth $7.0bn in its Q4 2024 13F filing. The largest position was APP at 12.9% of the reported book, followed by NFLX and DOCU. Against the Q3 2024 filing, it opened 11 new positions, added to 10 and reduced 5 among the top 29 holdings.
What did Jericho Capital Asset Management L.P. own in Q4 2024? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 12.9% | $904.7m | 2,793,759 | -16% | reduced |
| 2 | NFLX NETFLIX INC | Communication Services | 10.4% | $730.0m | 819,000 | 30% | added |
| 3 | DOCU DOCUSIGN INC | Technology | 6.1% | $427.6m | 4,754,753 | 34% | added |
| 4 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 5.9% | $415.4m | 3,208,082 | 32% | added |
| 5 | IBIT ISHARES BITCOIN TRUST ETF | 5.4% | $378.1m | 7,128,000 | – | new | |
| 6 | META META PLATFORMS INC | Communication Services | 5.1% | $358.8m | 612,858 | 29% | added |
| 7 | LLYVK LIBERTY MEDIA CORP DEL | 4.8% | $337.1m | 3,637,776 | 99% | added | |
| 8 | NVDA NVIDIA CORPORATION | Technology | 4.6% | $323.2m | 2,407,012 | -11% | reduced |
| 9 | AFRM AFFIRM HLDGS INC | Financial Services | 4.5% | $316.6m | 5,198,039 | 12% | added |
| 10 | TWLO TWILIO INC | Technology | 4.3% | $301.3m | 2,787,363 | – | new |
| 11 | UBER UBER TECHNOLOGIES INC | Technology | 4.3% | $298.6m | 4,951,000 | – | new |
| 12 | WBD WARNER BROS DISCOVERY INC | Communication Services | 3.4% | $236.8m | 22,404,700 | 0% | held |
| 13 | DT DYNATRACE INC | Technology | 3.0% | $211.3m | 3,887,043 | -2% | reduced |
| 14 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 2.8% | $195.1m | 5,245,494 | 10% | added |
| 15 | NTNX NUTANIX INC | Technology | 2.4% | $171.0m | 2,794,636 | -26% | reduced |
| 16 | TTD THE TRADE DESK INC | Communication Services | 2.2% | $157.3m | 1,338,000 | 0% | held |
| 17 | AVGO BROADCOM INC | Technology | 2.1% | $147.4m | 635,733 | – | new |
| 18 | FUN SIX FLAGS ENTERTAINMENT CORP | 1.7% | $119.1m | 2,471,000 | – | new | |
| 19 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 1.7% | $116.6m | 11,096,283 | – | new |
| 20 | AD UNITED STATES CELLULAR CORP | Communication Services | 1.6% | $113.9m | 1,815,844 | 2% | added |
| 21 | SPHR SPHERE ENTERTAINMENT CO | Communication Services | 1.6% | $113.1m | 2,805,615 | 0% | held |
| 22 | RIOT RIOT PLATFORMS INC | Financial Services | 1.5% | $106.4m | 10,420,000 | – | new |
| 23 | WYNN WYNN RESORTS LTD | Consumer Cyclical | 1.4% | $101.4m | 1,176,591 | – | new |
| 24 | MSGE MADISON SQUARE GARDEN ENTMT | Communication Services | 1.4% | $97.3m | 2,733,724 | 11% | added |
| 25 | NU NU HLDGS LTD | Financial Services | 1.3% | $92.2m | 8,899,000 | – | new |
| 26 | 8QR CONFLUENT INC | 1.2% | $83.9m | 3,000,000 | 18% | added | |
| 27 | SNAP SNAP INC | Communication Services | 1.0% | $71.4m | 6,631,299 | -39% | reduced |
| 28 | CORZ CORE SCIENTIFIC INC NEW | Technology | 0.6% | $39.2m | 2,792,870 | – | new |
| 29 | HUT HUT 8 CORP | Financial Services | 0.5% | $37.4m | 1,825,261 | – | new |
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.