Jericho Capital Asset Management L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Jericho Capital Asset Management L.P. disclosed 23 US equity positions worth $5.5bn in its Q1 2025 13F filing. The largest position was APP at 13.5% of the reported book, followed by NFLX and UBER. Against the Q4 2024 filing, it opened 3 new positions, added to 6 and reduced 9 among the top 23 holdings.
What did Jericho Capital Asset Management L.P. own in Q1 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 13.5% | $740.3m | 2,793,759 | 0% | held |
| 2 | NFLX NETFLIX INC | Communication Services | 9.8% | $539.9m | 579,000 | -29% | reduced |
| 3 | UBER UBER TECHNOLOGIES INC | Technology | 7.5% | $410.2m | 5,629,628 | 14% | added |
| 4 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 7.5% | $410.2m | 3,141,082 | -2% | reduced |
| 5 | DOCU DOCUSIGN INC | Technology | 7.0% | $387.0m | 4,754,753 | 0% | held |
| 6 | TWLO TWILIO INC | Technology | 5.8% | $321.2m | 3,280,363 | 18% | added |
| 7 | NTNX NUTANIX INC | Technology | 5.2% | $286.4m | 4,102,993 | 47% | added |
| 8 | LLYVK LIBERTY MEDIA CORP DEL | 4.8% | $265.7m | 2,951,776 | -19% | reduced | |
| 9 | WBD WARNER BROS DISCOVERY INC | Communication Services | 4.4% | $240.4m | 22,404,700 | 0% | held |
| 10 | META META PLATFORMS INC | Communication Services | 4.2% | $229.3m | 397,858 | -35% | reduced |
| 11 | AFRM AFFIRM HLDGS INC | Financial Services | 4.2% | $228.5m | 5,057,039 | -3% | reduced |
| 12 | JNP JUNIPER NETWORKS INC | 3.7% | $204.2m | 5,641,514 | – | new | |
| 13 | QRVO QORVO INC | Technology | 3.1% | $169.0m | 2,333,650 | – | new |
| 14 | NVDA NVIDIA CORPORATION | Technology | 3.0% | $165.5m | 1,527,012 | -37% | reduced |
| 15 | MDB MONGODB INC | Technology | 2.9% | $161.5m | 921,000 | – | new |
| 16 | AD UNITED STATES CELLULAR CORP | Communication Services | 2.3% | $125.6m | 1,815,844 | 0% | held |
| 17 | DT DYNATRACE INC | Technology | 2.2% | $119.2m | 2,527,742 | -35% | reduced |
| 18 | MSGE MADISON SQUARE GARDEN ENTMT | Communication Services | 1.7% | $94.5m | 2,885,724 | 6% | added |
| 19 | FUN SIX FLAGS ENTERTAINMENT CORP | 1.7% | $93.3m | 2,616,363 | 6% | added | |
| 20 | SPHR SPHERE ENTERTAINMENT CO | Communication Services | 1.7% | $91.8m | 2,805,615 | 0% | held |
| 21 | TTD THE TRADE DESK INC | Communication Services | 1.6% | $86.5m | 1,581,000 | 18% | added |
| 22 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 1.4% | $75.3m | 7,526,518 | -32% | reduced |
| 23 | 8QR CONFLUENT INC | 0.9% | $51.1m | 2,181,000 | -27% | reduced |
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.