Q3 2025 · 13F-HR
Jericho Capital Asset Management L.P.holdings as filed
Filed 2025-11-14 · accession 0001172661-25-005043
$9.61B
Reported value
30
Positions
2025-09-30
Period end
The Brief · Jericho Capital Asset Management L.P. · Q3 2025
AI · grounded in 13F
Jericho Capital Asset Management L.P. established a new position in APP valued at $1.51B. The fund also initiated new stakes in WBD for $685.41M and GOOGL for $652.48M. Additional new positions include NBIS at $517.28M, NVDA at $488.66M, and LYV at $473.40M. Total assets under management stand at $9.61B across 30 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03831W108 | APP | APPLOVIN CORP | $1.51B | 15.7% | 2,095,319 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $685.4M | 7.13% | 35,095,390 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $652.5M | 6.79% | 2,684,000 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $517.3M | 5.38% | 4,607,497 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $488.7M | 5.09% | 2,619,012 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $473.4M | 4.93% | 2,897,162 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $427.9M | 4.45% | 1,378,540 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $416.9M | 4.34% | 16,974,768 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $402.6M | 4.19% | 3,854,396 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $383.2M | 3.99% | 521,858 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $342.8M | 3.57% | 4,754,753 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $308.6M | 3.21% | 3,150,000 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $288.9M | 3.01% | 1,983,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $286.5M | 2.98% | 239,000 | Common | SOLE |
| 461202103 | INTU | INTUIT | $267.0M | 2.78% | 391,000 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $244.8M | 2.55% | 3,350,248 | Common | SOLE |
| 91680M107 | UPST | UPSTART HLDGS INC | $227.6M | 2.37% | 4,480,809 | Common | SOLE |
| 21874A106 | CORZ | CORE SCIENTIFIC INC NEW | $209.9M | 2.18% | 11,699,823 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $199.3M | 2.07% | 4,067,000 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $197.3M | 2.05% | 1,970,978 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $181.6M | 1.89% | 2,441,481 | Common | SOLE |
| 55826T102 | SPHR | SPHERE ENTERTAINMENT CO | $168.1M | 1.75% | 2,705,615 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $163.7M | 1.70% | 8,266,000 | Common | SOLE |
| 558256103 | MSGE | MADISON SQUARE GARDEN ENTMT | $130.6M | 1.36% | 2,885,724 | Common | SOLE |
| G037AX101 | AMBA | AMBARELLA INC | $100.1M | 1.04% | 1,213,347 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $95.9M | 1.00% | 8,793,670 | Common | SOLE |
| 911684108 | AD | ARRAY DIGITAL INFRASTRUCTURE | $90.8M | 0.95% | 1,815,844 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $90.4M | 0.94% | 621,000 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $59.4M | 0.62% | 2,616,300 | Common | SOLE |
| 86384P109 | STUB | STUBHUB HLDGS INC | $1.3M | 0.01% | 75,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.