Jericho Capital Asset Management L.p.
CIK Number: 0001525234
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | APP | AppLovin Corpor... | 433.49 | -2.89% | 2.79M | 0.00% | 740.26M | 58.86 | 13.47% | Share |
| 2 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 579K | -29.3% | 539.93M | 705.13 | 9.82% | Share |
| 3 | UBER | Uber Technologi... | 91.40 | +0.63% | 5.63M | +13.71% | 410.17M | 61.83 | 7.46% | Share |
| 4 | LYV | Live Nation Ent... | 161.60 | +1.72% | 3.14M | -2.09% | 410.16M | 100.55 | 7.46% | Share |
| 5 | DOCU | DocuSign, Inc. | 68.99 | -2.43% | 4.75M | 0.00% | 387.04M | 66.59 | 7.04% | Share |
| 6 | TWLO | Twilio Inc. | 100.79 | -0.9% | 3.28M | +17.69% | 321.18M | 106.55 | 5.84% | Share |
| 7 | NTNX | Nutanix, Inc. | 68.59 | -2.28% | 4.1M | +46.82% | 286.43M | 50.73 | 5.21% | Share |
| 8 | FWONK | Formula One Gro... | 98.64 | -1.41% | 2.95M | -18.86% | 265.69M | 82.16 | 4.83% | Share |
| 9 | WBD | Warner Bros. Di... | 11.78 | -2.24% | 22.4M | 0.00% | 240.4M | 8.25 | 4.37% | Share |
| 10 | META | Meta Platforms,... | 781.96 | +0.24% | 397.86K | -35.08% | 229.31M | 347.63 | 4.17% | Share |
| 11 | AFRM | Affirm Holdings... | 76.98 | -0.94% | 5.06M | -2.71% | 228.53M | 42.9 | 4.16% | Share |
| 12 | JNPR | Juniper Network... | 39.95 | +0.05% | 5.64M | +100.00% | 204.17M | 36.19 | 3.71% | Share |
| 13 | QRVO | Qorvo, Inc. | 90.66 | +0.58% | 2.33M | +100.00% | 168.98M | 72.41 | 3.07% | Share |
| 14 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 1.53M | -36.56% | 165.5M | 36.23 | 3.01% | Share |
| 15 | MDB | MongoDB, Inc. | 204.37 | -1.48% | 921K | +100.00% | 161.54M | 175.4 | 2.94% | Share |
| 16 | USM | United States C... | 77.01 | +3.72% | 1.82M | 0.00% | 125.57M | 43.71 | 2.28% | Share |
| 17 | DT | Dynatrace, Inc. | 47.43 | -0.77% | 2.53M | -34.97% | 119.18M | 45.45 | 2.17% | Share |
| 18 | MSGE | Madison Square ... | 36.31 | -1.3% | 2.89M | +5.56% | 94.48M | 33.36 | 1.72% | Share |
| 19 | FUN | Six Flags Enter... | 26.70 | +1.29% | 2.62M | +5.88% | 93.33M | 47.49 | 1.70% | Share |
| 20 | SPHR | Sphere Entertai... | 39.44 | -0.92% | 2.81M | 0.00% | 91.8M | 37.43 | 1.67% | Share |
| 21 | TTD | The Trade Desk,... | 50.76 | -6.62% | 1.58M | +18.16% | 86.51M | 69.85 | 1.57% | Share |
| 22 | ZI | ZoomInfo Techno... | 9.35 | +1.19% | 7.53M | -32.17% | 75.27M | 0.12 | 1.37% | Share |
| 23 | CFLT | Confluent, Inc. | 17.85 | +3.24% | 2.18M | -27.3% | 51.12M | 21.54 | 0.93% | Share |