Jericho Capital Asset Management L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Jericho Capital Asset Management L.P. disclosed 30 US equity positions worth $7.5bn in its Q2 2025 13F filing. The largest position was APP at 9.8% of the reported book, followed by NFLX and ORCL. Against the Q1 2025 filing, it opened 9 new positions, added to 4 and reduced 9 among the top 30 holdings.
What did Jericho Capital Asset Management L.P. own in Q2 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 9.8% | $733.5m | 2,095,319 | -25% | reduced |
| 2 | NFLX NETFLIX INC | Communication Services | 7.0% | $524.9m | 392,000 | -32% | reduced |
| 3 | ORCL ORACLE CORP | Technology | 6.1% | $460.2m | 2,104,859 | – | new |
| 4 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 5.8% | $438.3m | 2,897,162 | -8% | reduced |
| 5 | NVDA NVIDIA CORPORATION | Technology | 5.5% | $413.8m | 2,619,012 | 72% | added |
| 6 | LLYVK LIBERTY MEDIA CORP DEL | 5.4% | $402.8m | 3,854,396 | 31% | added | |
| 7 | UBER UBER TECHNOLOGIES INC | Technology | 5.2% | $393.9m | 4,222,221 | -25% | reduced |
| 8 | DOCU DOCUSIGN INC | Technology | 4.9% | $370.3m | 4,754,753 | 0% | held |
| 9 | TWLO TWILIO INC | Technology | 4.7% | $355.6m | 2,859,363 | -13% | reduced |
| 10 | META META PLATFORMS INC | Communication Services | 3.9% | $293.7m | 397,858 | 0% | held |
| 11 | AFRM AFFIRM HLDGS INC | Financial Services | 3.4% | $253.2m | 3,661,975 | -28% | reduced |
| 12 | AKX ANSYS INC | 3.3% | $250.1m | 712,000 | – | new | |
| 13 | UPST UPSTART HLDGS INC | Financial Services | 3.1% | $236.3m | 3,653,835 | – | new |
| 14 | ARM ARM HOLDINGS PLC | Technology | 2.8% | $211.3m | 1,306,115 | – | new |
| 15 | QRVO QORVO INC | Technology | 2.6% | $198.2m | 2,333,650 | 0% | held |
| 16 | WBD WARNER BROS DISCOVERY INC | Communication Services | 2.6% | $192.6m | 16,803,525 | -25% | reduced |
| 17 | NTNX NUTANIX INC | Technology | 2.5% | $186.6m | 2,441,481 | -40% | reduced |
| 18 | SNOW SNOWFLAKE INC | Technology | 2.4% | $181.5m | 811,146 | – | new |
| 19 | NBIS NEBIUS GROUP N.V. | Communication Services | 2.2% | $163.7m | 2,959,000 | – | new |
| 20 | TTD THE TRADE DESK INC | Communication Services | 2.1% | $157.2m | 2,183,000 | 38% | added |
| 21 | CLS CELESTICA INC | Technology | 2.0% | $150.3m | 962,500 | – | new |
| 22 | DT DYNATRACE INC | Technology | 1.9% | $142.0m | 2,571,767 | 2% | added |
| 23 | SPHR SPHERE ENTERTAINMENT CO | Communication Services | 1.6% | $117.3m | 2,805,615 | 0% | held |
| 24 | AD UNITED STATES CELLULAR CORP | Communication Services | 1.5% | $116.2m | 1,815,844 | 0% | held |
| 25 | MSGE MADISON SQUARE GARDEN ENTMT | Communication Services | 1.5% | $115.3m | 2,885,724 | 0% | held |
| 26 | MDB MONGODB INC | Technology | 1.5% | $110.5m | 526,000 | -43% | reduced |
| 27 | CIEN CIENA CORP | Technology | 1.4% | $108.6m | 1,335,000 | – | new |
| 28 | FUN SIX FLAGS ENTERTAINMENT CORP | 1.1% | $79.6m | 2,616,363 | 0% | held | |
| 29 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 1.0% | $76.2m | 7,526,518 | 0% | held |
| 30 | AMBA AMBARELLA INC | Technology | 1.0% | $72.6m | 1,098,482 | – | 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.