Jericho Capital Asset Management L.P.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Jericho Capital Asset Management L.P. reported 27 stock positions worth $3.7 billion. Its top holding was Netflix (NFLX) at 9.9% of the portfolio, followed by AppLovin Class A (APP, 7.2%) and Nutanix Class A (NTNX, 6.6%). Compared with Q4 2023, it opened 11 new positions, sold out of 10, added to 11 and reduced 5. The biggest buy was a new position in Netflix (NFLX) and the biggest sale an exit from T-Mobile US (TMUS).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001525234
- Portfolio Value
- $3.7B (Q1 2024)
- SEC Filing
- 0001172661-24-002481 ↗ filed May 15, 2024
Holdings Value
Holdings 27 stocks · $3.7B
| NFLX Netflix Inc. | 9.93% | 613,000 | $372.3M | New |
| APP AppLovin Corp. Class A | 7.19% | 3,890,567 | $269.3M | Add +184.9% |
| NTNX Nutanix Inc. Class A | 6.57% | 3,988,923 | $246.2M | Add +13.1% |
| NVDA Nvidia Corp. | 6.13% | 254,079 | $229.6M | Reduce -20.4% |
| DKNG Draftkings Inc. Class A | 6.05% | 4,995,153 | $226.8M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 6.00% | 462,858 | $224.8M | Reduce -38.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 5.64% | 2,419,355 | $211.5M | Add +4.3% |
| DOCU Docusign Inc. | 5.43% | 3,417,908 | $203.5M | Add +316.6% |
| EA Electronic Arts Inc. | 5.04% | 1,425,000 | $189.1M | New |
| LYV Live Nation Entertainment Inc. | 3.78% | 1,340,000 | $141.7M | Reduce -10.7% |
| CDNS Cadence Design SYS Inc. | 3.57% | 429,743 | $133.8M | Reduce -19.5% |
| DT Dynatrace Inc. | 3.57% | 2,879,000 | $133.7M | New |
| SPHR Sphere Entertainment Co. | 3.33% | 2,542,865 | $124.8M | Add +4.4% |
| RBLX Roblox Corp. Class A | 3.21% | 3,146,686 | $120.1M | Add +5.5% |
| ASML ASML Holding NV-NY Reg SHS | 3.03% | 117,000 | $113.5M | New |
| FWONK Liberty Media Corp. Class C | 3.00% | 1,715,513 | $112.5M | Add +11.7% |
| AVGO Broadcom Inc. | 2.97% | 84,000 | $111.3M | New |
| CRM Salesforce Inc. | 2.83% | 352,000 | $106.0M | Add +47.3% |
| MSGE Madison Square Garden Entert | 2.58% | 2,465,724 | $96.7M | Add +7.0% |
| HCP Hashicorp Inc. Class A | 2.40% | 3,338,951 | $90.0M | Add +53.4% |
| SN Sharkninja Inc. | 1.66% | 1,000,300 | $62.3M | New |
| AD Array Digital Infrastructure filed as UNITED STATES CELLULAR CORP | 1.55% | 1,592,792 | $58.1M | Add +13.1% |
| DV Doubleverify Holdings Inc. | 1.43% | 1,524,000 | $53.6M | New |
| INFA Informatica Inc. Class A | 1.39% | 1,487,000 | $52.0M | New |
| MELI MercadoLibre Inc. | 0.70% | 17,384 | $26.3M | New |
| SPT Sprout Social Inc. Class A | 0.60% | 374,000 | $22.3M | New |
| CNK Cinemark Holdings Inc. | 0.43% | 889,000 | $16.0M | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $200K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CNXXW Conx Corp. Class A -CW27 | *W EXP 10/30/202 | 1,000,000 | $200K | No change |
Total filed on the 13F, all lines: $3.7B.
Portfolio Sells Q4 2023 → Q1 2024
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −9.06 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −8.68 |
| SPLK Splunk Inc. | Sold out | 0.00% | −6.50 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −4.50 |
| AYX Alteryx Inc. Class A | Sold out | 0.00% | −3.78 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −3.76 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −2.40 |
| META Meta Platforms Inc. Class A | Reduce -38.2% | 6.00% | −2.12 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −1.61 |
| NCNO Ncino Inc. | Sold out | 0.00% | −1.13 |
| CDNS Cadence Design SYS Inc. | Reduce -19.5% | 3.57% | −0.88 |
| LIONS GATE ENTMNT CORP | Sold out | 0.00% | −0.84 |
| LYV Live Nation Entertainment Inc. | Reduce -10.7% | 3.78% | −0.52 |
| DKNG Draftkings Inc. Class A | Reduce -0.1% | 6.05% | +0.66 |
| NVDA Nvidia Corp. | Reduce -20.4% | 6.13% | +1.29 |
Portfolio Buys Q4 2023 → Q1 2024
| NFLX Netflix Inc. | New | 9.93% | +9.93 |
| APP AppLovin Corp. Class A | Add +184.9% | 7.19% | +5.52 |
| EA Electronic Arts Inc. | New | 5.04% | +5.04 |
| DOCU Docusign Inc. | Add +316.6% | 5.43% | +3.94 |
| DT Dynatrace Inc. | New | 3.57% | +3.57 |
| ASML ASML Holding NV-NY Reg SHS | New | 3.03% | +3.03 |
| AVGO Broadcom Inc. | New | 2.97% | +2.97 |
| SN Sharkninja Inc. | New | 1.66% | +1.66 |
| DV Doubleverify Holdings Inc. | New | 1.43% | +1.43 |
| NTNX Nutanix Inc. Class A | Add +13.1% | 6.57% | +1.42 |
| INFA Informatica Inc. Class A | New | 1.39% | +1.39 |
| CRM Salesforce Inc. | Add +47.3% | 2.83% | +0.90 |
| HCP Hashicorp Inc. Class A | Add +53.4% | 2.40% | +0.82 |
| SPHR Sphere Entertainment Co. | Add +4.4% | 3.33% | +0.80 |
| MELI MercadoLibre Inc. | New | 0.70% | +0.70 |
| SPT Sprout Social Inc. Class A | New | 0.60% | +0.60 |
| TTD Trade Desk Inc./the Class A | Add +4.3% | 5.64% | +0.53 |
| CNK Cinemark Holdings Inc. | New | 0.43% | +0.43 |
| MSGE Madison Square Garden Entert | Add +7.0% | 2.58% | +0.34 |
| FWONK Liberty Media Corp. Class C | Add +11.7% | 3.00% | +0.03 |
| AD Array Digital Infrastructure | Add +13.1% | 1.55% | −0.24 |
| RBLX Roblox Corp. Class A | Add +5.5% | 3.21% | −0.97 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 29 | $12.1B | FFIV, APP, LYV, FOXA, CORZ |
| Q1 2026 | 23 | $6.8B | FFIV, APP, CIEN, LYV, FWONK |
| Q4 2025 | 25 | $8.8B | APP, NVDA, FFIV, LYV, FWONK |
| Q3 2025 | 30 | $9.6B | APP, WBD, GOOGL, NBIS, NVDA |
| Q2 2025 | 30 | $7.5B | APP, NFLX, ORCL, LYV, NVDA |
| Q1 2025 | 23 | $5.5B | APP, NFLX, UBER, LYV, DOCU |
| Q4 2024 | 29 | $7.0B | APP, NFLX, DOCU, LYV, IBIT |
| Q3 2024 | 24 | $4.1B | NFLX, APP, NVDA, META, LYV |
| Q2 2024 | 22 | $3.3B | NVDA, APP, NFLX, META, TTD |
| Q1 2024 | 27 | $3.7B | NFLX, APP, NTNX, NVDA, DKNG |