Jericho Capital Asset Management L.P. In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Jericho Capital Asset Management L.P. reported 22 stock positions worth $3.3 billion . Its top holding was Nvidia (NVDA) at 9.4% of the portfolio, followed by AppLovin Class A (APP, 8.3% ) and Netflix (NFLX, 8.1% ). Compared with Q1 2024, it opened 4 new positions, sold out of 9, added to 6 and reduced 5. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale an exit from Electronic Arts (EA).
Location LOS ANGELES, CA
CIK 0001525234
Portfolio Value $3.3B (Q2 2024) Holdings 22 stocks · $3.3B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 NVDA Nvidia Corp. 2,540,790 $313.9M No change APP AppLovin Corp. Class A 3,331,792 $277.3M Reduce -14.4% NFLX Netflix Inc. 400,000 $270.0M Reduce -34.8% META Meta Platforms Inc. Class A 512,858 $258.6M Add +10.8% TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 2,419,355 $236.3M No change LYV Live Nation Entertainment Inc. 2,483,179 $232.8M Add +85.3% NTNX Nutanix Inc. Class A 3,988,923 $226.8M No change DT Dynatrace Inc. 5,040,366 $225.5M Add +75.1% DKNG Draftkings Inc. Class A 4,844,491 $184.9M Reduce -3.0% DOCU Docusign Inc. 3,417,908 $182.9M No change TSM Taiwan Semiconductor-SP ADR 979,134 $170.2M New AD Array Digital Infrastructure filed as UNITED STATES CELLULAR CORP 1,780,792 $99.4M Add +11.8% SPHR Sphere Entertainment Co. 2,542,865 $89.2M No change ASML ASML Holding NV-NY Reg SHS 83,000 $84.9M Reduce -29.1% MSGE Madison Square Garden Entert 2,465,724 $84.4M No change SN Sharkninja Inc. 1,000,300 $75.2M No change INFA Informatica Inc. Class A 2,184,750 $67.5M Add +46.9% HOOD Robinhood Markets Inc. Class A 2,794,000 $63.5M New DV Doubleverify Holdings Inc. 3,056,000 $59.5M Add +100.5% NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 4,389,000 $56.6M New FWONK Liberty Media Corp. Class C 733,513 $52.7M Reduce -57.2% OKTA Okta Inc. 131,836 $12.3M New
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ EA Electronic Arts Inc. Sold out 0.00% −5.04 CDNS Cadence Design SYS Inc. Sold out 0.00% −3.57 RBLX Roblox Corp. Class A Sold out 0.00% −3.21 AVGO Broadcom Inc. Sold out 0.00% −2.97 CRM Salesforce Inc. Sold out 0.00% −2.83 HCP Hashicorp Inc. Class A Sold out 0.00% −2.40 NFLX Netflix Inc. Reduce -34.8% 8.12% −1.81 FWONK Liberty Media Corp. Class C Reduce -57.2% 1.59% −1.42 MELI MercadoLibre Inc. Sold out 0.00% −0.70 SPT Sprout Social Inc. Class A Sold out 0.00% −0.60 DKNG Draftkings Inc. Class A Reduce -3.0% 5.56% −0.49 ASML ASML Holding NV-NY Reg SHS Reduce -29.1% 2.55% −0.48 CNK Cinemark Holdings Inc. Sold out 0.00% −0.43 APP AppLovin Corp. Class A Reduce -14.4% 8.34% +1.16
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ TSM Taiwan Semiconductor-SP ADR New 5.12% +5.12 LYV Live Nation Entertainment Inc. Add +85.3% 7.00% +3.22 DT Dynatrace Inc. Add +75.1% 6.78% +3.22 HOOD Robinhood Markets Inc. Class A New 1.91% +1.91 META Meta Platforms Inc. Class A Add +10.8% 7.78% +1.78 NU Nu Holdings Ltd./Cayman Isl-A New 1.70% +1.70 AD Array Digital Infrastructure Add +11.8% 2.99% +1.44 INFA Informatica Inc. Class A Add +46.9% 2.03% +0.64 OKTA Okta Inc. New 0.37% +0.37 DV Doubleverify Holdings Inc. Add +100.5% 1.79% +0.36
Notes & Other Activity Q1 2024 → Q2 2024 Security Class Change vs Q1 2024 Shares / Principal Value ▼ CNXXW Conx Corp. Class A -CW27 *W EXP 10/30/202 Sold out 1,000,000 $200Kbefore exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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