Jericho Capital Asset Management L.P.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Jericho Capital Asset Management L.P. reported 24 stock positions worth $4.1 billion. Its top holding was Netflix (NFLX) at 10.8% of the portfolio, followed by AppLovin Class A (APP, 10.5%) and Nvidia (NVDA, 7.9%). Compared with Q2 2024, it opened 8 new positions, sold out of 6, added to 7 and reduced 6. The biggest buy was a new position in Affirm (AFRM) and the biggest sale an exit from Taiwan Semiconductor-SP ADR (TSM).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001525234
- Portfolio Value
- $4.1B (Q3 2024)
- SEC Filing
- 0001172661-24-005214 ↗ filed Nov 14, 2024
Holdings Value
Holdings 24 stocks · $4.1B
| NFLX Netflix Inc. | 10.76% | 629,000 | $446.1M | Add +57.3% |
| APP AppLovin Corp. Class A | 10.49% | 3,331,792 | $435.0M | No change |
| NVDA Nvidia Corp. | 7.90% | 2,697,012 | $327.5M | Add +6.2% |
| META Meta Platforms Inc. Class A | 6.54% | 473,858 | $271.3M | Reduce -7.6% |
| LYV Live Nation Entertainment Inc. | 6.42% | 2,430,977 | $266.2M | Reduce -2.1% |
| NTNX Nutanix Inc. Class A | 5.37% | 3,757,003 | $222.6M | Reduce -5.8% |
| DOCU Docusign Inc. | 5.31% | 3,549,253 | $220.4M | Add +3.8% |
| DT Dynatrace Inc. | 5.13% | 3,977,366 | $212.7M | Reduce -21.1% |
| AFRM Affirm Holdings Inc. | 4.59% | 4,659,147 | $190.2M | New |
| DKNG Draftkings Inc. Class A | 4.50% | 4,760,700 | $186.6M | Reduce -1.7% |
| WBD Warner Bros Discovery Inc. | 4.46% | 22,404,700 | $184.8M | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 3.54% | 1,338,000 | $146.7M | Reduce -44.7% |
| FWONK Liberty Media Corp. Class C | 3.42% | 1,832,513 | $141.9M | Add +149.8% |
| SPHR Sphere Entertainment Co. | 2.99% | 2,805,615 | $124.0M | Add +10.3% |
| PLTR Palantir Technologies Inc. Class A | 2.89% | 3,224,000 | $119.9M | New |
| SNAP Snap Inc. Class A | 2.82% | 10,946,968 | $117.1M | New |
| MSGE Madison Square Garden Entert | 2.53% | 2,465,724 | $104.9M | No change |
| AD Array Digital Infrastructure filed as UNITED STATES CELLULAR CORP | 2.35% | 1,780,792 | $97.3M | No change |
| OKTA Okta Inc. | 2.15% | 1,197,462 | $89.0M | Add +808.3% |
| ASML ASML Holding NV-NY Reg SHS | 1.83% | 91,108 | $75.9M | Add +9.8% |
| FROG Jfrog Ltd. | 1.75% | 2,502,890 | $72.7M | New |
| CFLT Confluent Inc. Class A | 1.25% | 2,541,000 | $51.8M | New |
| EDR Endeavor Group Hold Class A | 0.77% | 1,121,472 | $32.0M | New |
| LINE Lineage Inc. | 0.24% | 125,000 | $9.8M | New |
Portfolio Sells Q2 2024 → Q3 2024
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −5.12 |
| TTD Trade Desk Inc./the Class A | Reduce -44.7% | 3.54% | −3.57 |
| SN Sharkninja Inc. | Sold out | 0.00% | −2.26 |
| INFA Informatica Inc. Class A | Sold out | 0.00% | −2.03 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −1.91 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −1.79 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −1.70 |
| DT Dynatrace Inc. | Reduce -21.1% | 5.13% | −1.66 |
| NTNX Nutanix Inc. Class A | Reduce -5.8% | 5.37% | −1.45 |
| META Meta Platforms Inc. Class A | Reduce -7.6% | 6.54% | −1.24 |
| DKNG Draftkings Inc. Class A | Reduce -1.7% | 4.50% | −1.06 |
| LYV Live Nation Entertainment Inc. | Reduce -2.1% | 6.42% | −0.58 |
Portfolio Buys Q2 2024 → Q3 2024
| AFRM Affirm Holdings Inc. | New | 4.59% | +4.59 |
| WBD Warner Bros Discovery Inc. | New | 4.46% | +4.46 |
| PLTR Palantir Technologies Inc. Class A | New | 2.89% | +2.89 |
| SNAP Snap Inc. Class A | New | 2.82% | +2.82 |
| NFLX Netflix Inc. | Add +57.3% | 10.76% | +2.64 |
| FWONK Liberty Media Corp. Class C | Add +149.8% | 3.42% | +1.84 |
| OKTA Okta Inc. | Add +808.3% | 2.15% | +1.78 |
| FROG Jfrog Ltd. | New | 1.75% | +1.75 |
| CFLT Confluent Inc. Class A | New | 1.25% | +1.25 |
| EDR Endeavor Group Hold Class A | New | 0.77% | +0.77 |
| SPHR Sphere Entertainment Co. | Add +10.3% | 2.99% | +0.31 |
| LINE Lineage Inc. | New | 0.24% | +0.24 |
| DOCU Docusign Inc. | Add +3.8% | 5.31% | −0.19 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.8% | 1.83% | −0.72 |
| NVDA Nvidia Corp. | Add +6.2% | 7.90% | −1.54 |
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 |