Jericho Capital Asset Management L.p.
CIK Number: 0001525234
Main Sectors:
Top Industries:
Filing Date: Aug 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | APP | AppLovin Corpor... | 683.64 | -2.9% | 2.1M | -25% | 733.53M | 58.86 | 9.77% | Share |
| 2 | NFLX | Netflix, Inc. | 1162.53 | -0.71% | 392K | -32.3% | 524.94M | 705.13 | 6.99% | Share |
| 3 | ORCL | Oracle Corporat... | 289.01 | 0.00% | 2.1M | +100.00% | 460.19M | 218.63 | 6.13% | Share |
| 4 | LYV | Live Nation Ent... | 156.63 | -1.42% | 2.9M | -7.77% | 438.28M | 100.55 | 5.84% | Share |
| 5 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 2.62M | +71.51% | 413.78M | 87 | 5.51% | Share |
| 6 | FWONK | Formula One Gro... | 104.15 | +1.63% | 3.85M | +30.58% | 402.78M | 87.39 | 5.37% | Share |
| 7 | UBER | Uber Technologi... | 96.58 | -0.03% | 4.22M | -25% | 393.93M | 61.83 | 5.25% | Share |
| 8 | DOCU | DocuSign, Inc. | 68.10 | -1.26% | 4.75M | 0.00% | 370.35M | 66.59 | 4.93% | Share |
| 9 | TWLO | Twilio Inc. | 105.44 | +2.67% | 2.86M | -12.83% | 355.59M | 106.55 | 4.74% | Share |
| 10 | META | Meta Platforms,... | 727.05 | +1.35% | 397.86K | 0.00% | 293.66M | 347.63 | 3.91% | Share |
| 11 | AFRM | Affirm Holdings... | 77.43 | +4.04% | 3.66M | -27.59% | 253.19M | 42.9 | 3.37% | Share |
| 12 | UPST | Upstart Holding... | 52.88 | +1.44% | 3.65M | +100.00% | 236.33M | 64.68 | 3.15% | Share |
| 13 | ARM | Arm Holdings pl... | 152.15 | +1.17% | 1.31M | +100.00% | 211.25M | 161.74 | 2.81% | Share |
| 14 | QRVO | Qorvo, Inc. | 91.54 | +1.18% | 2.33M | 0.00% | 198.15M | 72.41 | 2.64% | Share |
| 15 | WBD | Warner Bros. Di... | 19.24 | -0.57% | 16.8M | -25% | 192.57M | 8.25 | 2.57% | Share |
| 16 | NTNX | Nutanix, Inc. | 76.91 | +1.83% | 2.44M | -40.5% | 186.63M | 50.73 | 2.49% | Share |
| 17 | SNOW | Snowflake Inc. | 240.59 | +4.35% | 811.15K | +100.00% | 181.51M | 223.77 | 2.42% | Share |
| 18 | NBIS | Nebius Group N.... | 125.87 | +8.87% | 2.96M | +100.00% | 163.72M | 55.33 | 2.18% | Share |
| 19 | TTD | The Trade Desk,... | 50.88 | +3.16% | 2.18M | +38.08% | 157.15M | 70.44 | 2.09% | Share |
| 20 | CLS | Celestica Inc. | 250.91 | -0.31% | 962.5K | +100.00% | 150.26M | 156.11 | 2.00% | Share |
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