Jericho Capital Asset Management L.P.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Jericho Capital Asset Management L.P. reported 29 stock positions worth $7.0 billion. Its top holding was AppLovin Class A (APP) at 12.9% of the portfolio, followed by Netflix (NFLX, 10.4%) and Docusign (DOCU, 6.1%). Compared with Q3 2024, it opened 11 new positions, sold out of 6, added to 10 and reduced 5. The biggest buy was a new position in iShares Bitcoin Trust ETF (IBIT) and the biggest sale Nvidia (NVDA, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001525234
- Portfolio Value
- $7.0B (Q4 2024)
- SEC Filing
- 0001172661-25-001193 ↗ filed Feb 14, 2025
Holdings Value
Holdings 29 stocks · $7.0B
| APP AppLovin Corp. Class A | 12.92% | 2,793,759 | $904.7M | Reduce -16.1% |
| NFLX Netflix Inc. | 10.43% | 819,000 | $730.0M | Add +30.2% |
| DOCU Docusign Inc. | 6.11% | 4,754,753 | $427.6M | Add +34.0% |
| LYV Live Nation Entertainment Inc. | 5.93% | 3,208,082 | $415.4M | Add +32.0% |
| IBIT iShares Bitcoin Trust ETF | 5.40% | 7,128,000 | $378.1M | New |
| META Meta Platforms Inc. Class A | 5.12% | 612,858 | $358.8M | Add +29.3% |
| FWONK Liberty Media Corp. Class C | 4.81% | 3,637,776 | $337.1M | Add +98.5% |
| NVDA Nvidia Corp. | 4.62% | 2,407,012 | $323.2M | Reduce -10.8% |
| AFRM Affirm Holdings Inc. | 4.52% | 5,198,039 | $316.6M | Add +11.6% |
| TWLO Twilio Inc. Class A | 4.30% | 2,787,363 | $301.3M | New |
| UBER Uber Technologies Inc. | 4.26% | 4,951,000 | $298.6M | New |
| WBD Warner Bros Discovery Inc. | 3.38% | 22,404,700 | $236.8M | No change |
| DT Dynatrace Inc. | 3.02% | 3,887,043 | $211.3M | Reduce -2.3% |
| DKNG Draftkings Inc. Class A | 2.79% | 5,245,494 | $195.1M | Add +10.2% |
| NTNX Nutanix Inc. Class A | 2.44% | 2,794,636 | $171.0M | Reduce -25.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.25% | 1,338,000 | $157.3M | No change |
| AVGO Broadcom Inc. | 2.10% | 635,733 | $147.4M | New |
| FUN Six Flags Entertainment Corp. | 1.70% | 2,471,000 | $119.1M | New |
| GTM Zoominfo Technologies Inc. | 1.67% | 11,096,283 | $116.6M | New |
| AD Array Digital Infrastructure filed as UNITED STATES CELLULAR CORP | 1.63% | 1,815,844 | $113.9M | Add +2.0% |
| SPHR Sphere Entertainment Co. | 1.62% | 2,805,615 | $113.1M | No change |
| RIOT Riot Platforms Inc. | 1.52% | 10,420,000 | $106.4M | New |
| WYNN WYNN Resorts Ltd. | 1.45% | 1,176,591 | $101.4M | New |
| MSGE Madison Square Garden Entert | 1.39% | 2,733,724 | $97.3M | Add +10.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.32% | 8,899,000 | $92.2M | New |
| CFLT Confluent Inc. Class A | 1.20% | 3,000,000 | $83.9M | Add +18.1% |
| SNAP Snap Inc. Class A | 1.02% | 6,631,299 | $71.4M | Reduce -39.4% |
| CORZ Core Scientific Inc. | 0.56% | 2,792,870 | $39.2M | New |
| HUT Hut 8 Corp. | 0.53% | 1,825,261 | $37.4M | New |
Portfolio Sells Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Reduce -10.8% | 4.62% | −3.28 |
| NTNX Nutanix Inc. Class A | Reduce -25.6% | 2.44% | −2.93 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −2.89 |
| OKTA Okta Inc. | Sold out | 0.00% | −2.15 |
| DT Dynatrace Inc. | Reduce -2.3% | 3.02% | −2.11 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −1.83 |
| SNAP Snap Inc. Class A | Reduce -39.4% | 1.02% | −1.80 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −1.75 |
| EDR Endeavor Group Hold Class A | Sold out | 0.00% | −0.77 |
| LINE Lineage Inc. | Sold out | 0.00% | −0.24 |
| APP AppLovin Corp. Class A | Reduce -16.1% | 12.92% | +2.43 |
Portfolio Buys Q3 2024 → Q4 2024
| IBIT iShares Bitcoin Trust ETF | New | 5.40% | +5.40 |
| TWLO Twilio Inc. Class A | New | 4.30% | +4.30 |
| UBER Uber Technologies Inc. | New | 4.26% | +4.26 |
| AVGO Broadcom Inc. | New | 2.10% | +2.10 |
| FUN Six Flags Entertainment Corp. | New | 1.70% | +1.70 |
| GTM Zoominfo Technologies Inc. | New | 1.67% | +1.67 |
| RIOT Riot Platforms Inc. | New | 1.52% | +1.52 |
| WYNN WYNN Resorts Ltd. | New | 1.45% | +1.45 |
| FWONK Liberty Media Corp. Class C | Add +98.5% | 4.81% | +1.39 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 1.32% | +1.32 |
| DOCU Docusign Inc. | Add +34.0% | 6.11% | +0.79 |
| CORZ Core Scientific Inc. | New | 0.56% | +0.56 |
| HUT Hut 8 Corp. | New | 0.53% | +0.53 |
| CFLT Confluent Inc. Class A | Add +18.1% | 1.20% | −0.05 |
| AFRM Affirm Holdings Inc. | Add +11.6% | 4.52% | −0.07 |
| NFLX Netflix Inc. | Add +30.2% | 10.43% | −0.33 |
| LYV Live Nation Entertainment Inc. | Add +32.0% | 5.93% | −0.49 |
| AD Array Digital Infrastructure | Add +2.0% | 1.63% | −0.72 |
| MSGE Madison Square Garden Entert | Add +10.9% | 1.39% | −1.14 |
| META Meta Platforms Inc. Class A | Add +29.3% | 5.12% | −1.42 |
| DKNG Draftkings Inc. Class A | Add +10.2% | 2.79% | −1.71 |
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 |