Jericho Capital Asset Management L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Jericho Capital Asset Management L.P. disclosed 30 US equity positions worth $9.6bn in its Q3 2025 13F filing. The largest position was APP at 15.7% of the reported book, followed by WBD and GOOGL. Against the Q2 2025 filing, it opened 7 new positions, added to 9 and reduced 5 among the top 30 holdings.
What did Jericho Capital Asset Management L.P. own in Q3 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 15.7% | $1.5bn | 2,095,319 | 0% | held |
| 2 | WBD WARNER BROS DISCOVERY INC | Communication Services | 7.1% | $685.4m | 35,095,390 | 109% | added |
| 3 | GOOGL ALPHABET INC | Communication Services | 6.8% | $652.5m | 2,684,000 | – | new |
| 4 | NBIS NEBIUS GROUP N.V. | Communication Services | 5.4% | $517.3m | 4,607,497 | 56% | added |
| 5 | NVDA NVIDIA CORPORATION | Technology | 5.1% | $488.7m | 2,619,012 | 0% | held |
| 6 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 4.9% | $473.4m | 2,897,162 | 0% | held |
| 7 | MDB MONGODB INC | Technology | 4.5% | $427.9m | 1,378,540 | 162% | added |
| 8 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 4.3% | $416.9m | 16,974,768 | – | new |
| 9 | LLYVK LIBERTY MEDIA CORP DEL | 4.2% | $402.6m | 3,854,396 | 0% | held | |
| 10 | META META PLATFORMS INC | Communication Services | 4.0% | $383.2m | 521,858 | 31% | added |
| 11 | DOCU DOCUSIGN INC | Technology | 3.6% | $342.8m | 4,754,753 | 0% | held |
| 12 | UBER UBER TECHNOLOGIES INC | Technology | 3.2% | $308.6m | 3,150,000 | -25% | reduced |
| 13 | CIEN CIENA CORP | Technology | 3.0% | $288.9m | 1,983,000 | 49% | added |
| 14 | NFLX NETFLIX INC | Communication Services | 3.0% | $286.5m | 239,000 | -39% | reduced |
| 15 | INTU INTUIT | Technology | 2.8% | $267.0m | 391,000 | – | new |
| 16 | AFRM AFFIRM HLDGS INC | Financial Services | 2.5% | $244.8m | 3,350,248 | -9% | reduced |
| 17 | UPST UPSTART HLDGS INC | Financial Services | 2.4% | $227.6m | 4,480,809 | 23% | added |
| 18 | CORZ CORE SCIENTIFIC INC NEW | Technology | 2.2% | $209.9m | 11,699,823 | – | new |
| 19 | TTD THE TRADE DESK INC | Communication Services | 2.1% | $199.3m | 4,067,000 | 86% | added |
| 20 | TWLO TWILIO INC | Technology | 2.1% | $197.3m | 1,970,978 | -31% | reduced |
| 21 | NTNX NUTANIX INC | Technology | 1.9% | $181.6m | 2,441,481 | 0% | held |
| 22 | SPHR SPHERE ENTERTAINMENT CO | Communication Services | 1.7% | $168.1m | 2,705,615 | -4% | reduced |
| 23 | 8QR CONFLUENT INC | 1.7% | $163.7m | 8,266,000 | – | new | |
| 24 | MSGE MADISON SQUARE GARDEN ENTMT | Communication Services | 1.4% | $130.6m | 2,885,724 | 0% | held |
| 25 | AMBA AMBARELLA INC | Technology | 1.0% | $100.1m | 1,213,347 | 10% | added |
| 26 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 1.0% | $95.9m | 8,793,670 | 17% | added |
| 27 | AD ARRAY DIGITAL INFRASTRUCTURE | Communication Services | 0.9% | $90.8m | 1,815,844 | 0% | held |
| 28 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 0.9% | $90.4m | 621,000 | – | new |
| 29 | FUN SIX FLAGS ENTERTAINMENT CORP | 0.6% | $59.4m | 2,616,300 | -0% | held | |
| 30 | STUB STUBHUB HLDGS INC | Communication Services | 0.0% | $1.3m | 75,000 | – | 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.