JC

Jericho Capital Asset Management L.P.

13F
Jericho Capital Asset Management L.P.
Last update 2024-11-15 24 Stocks (8 new)
Value $4.15 Bil Turnover 28 %
Countries:
Top Holdings: NFLX(10.76%)APP(10.49%)NVDA(7.90%)META(6.54%)LYV(6.42%)
Portfolio Report
Summary Stock Picks Current Portfolio
Jericho Capital Asset Manageme... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NFLX 		Netflix Inc
629,000
446130.830
+57.25%
10.760
+3.92%
0.150
+14.71%
-6.02%
358077.388
Media - Diversified
APP 		AppLovin Corp
3,331,792
434965.450
0%
10.490
0%
0.990
+119.88%
-1.65%
106879.278
Software
NVDA 		NVIDIA Corp
2,697,012
327525.140
+6.15%
7.900
+0.46%
0.010
+0.82%
+1.21%
3328435.900
Semiconductors
META 		Meta Platforms Inc
473,858
271255.270
-7.60%
6.540
-0.59%
0.020
+5.57%
+5.18%
1554731.508
Interactive Media
LYV 		Live Nation Entertainment Inc
2,430,977
266167.670
-2.10%
6.420
-0.15%
1.050
+14.04%
-0.76%
29634.312
Media - Diversified
NTNX 		Nutanix Inc
3,757,003
222602.430
-5.81%
5.370
-0.40%
1.400
-3.68%
+1.72%
16673.175
Software
DOCU 		DocuSign Inc
3,549,253
220373.120
+3.84%
5.310
+0.20%
1.750
+30.63%
+0.53%
18266.932
Software
DT 		Dynatrace Inc
3,977,366
212669.760
-21.09%
5.130
-1.43%
1.330
-7.42%
-6.73%
15130.155
Software
AFRM 		Affirm Holdings Inc
4,659,147
190186.380
New Holding
4.590
+4.59%
1.480
+31.66%
-9.18%
17175.387
Software
DKNG 		DraftKings Inc
4,760,700
186619.440
-1.73%
4.500
-0.10%
0.980
+3.81%
+6.16%
19256.419
Travel & Leisure

Jericho Capital Asset Management L.P.'s Historical Top Holdings Breakdowns

Jericho Capital Asset Management L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BABA 		Alibaba Group Holding Ltd2023-06-30Sold Out
-15.41%
●
78.67 ($87.76) 102.74
$80.53
-8.24%
Sold Out
0
-3,632,969
ATVI Activision Blizzard Inc2023-06-30New Buy
+14.83%
●
74.59 ($81) 86.74
$94.42
16.57%
New holding
4,497,550
4,497,550
ATVI Activision Blizzard Inc2023-09-30Sold Out
-14.83%
●
82.43 ($91.23) 94.05
$94.42
3.50%
Sold Out
0
-4,497,550
TMUS 		T-Mobile US Inc2023-06-30New Buy
+13.05%
●
126.55 ($140.41) 150.49
$211.30
50.49%
New holding
2,402,135
2,402,135
NFLX 		Netflix Inc2024-03-31New Buy
+9.93%
●
468.5 ($563.82) 629.24
$837.69
48.57%
New holding
613,000
613,000
TMUS 		T-Mobile US Inc2024-03-31Sold Out
-9.06%
●
160.41 ($162.76) 167.42
$211.30
29.82%
Sold Out
0
-1,846,135
META 		Meta Platforms Inc2023-03-31New Buy
+8.77%
●
124.74 ($170.3) 211.94
$615.86
261.63%
New holding
996,963
996,963
AKAM 		Akamai Technologies Inc2024-03-31Sold Out
-8.68%
●
106.95 ($115.24) 128.32
$88.93
-22.83%
Sold Out
0
-2,395,062
ESTC 		Elastic NV2023-03-31Sold Out
-8.57%
●
47.94 ($56.98) 65.1
$97.47
71.06%
Sold Out
0
-2,248,125
AKAM 		Akamai Technologies Inc2023-09-30New Buy
+7.43%
●
89.5 ($99.58) 108.49
$88.93
-10.69%
New holding
2,048,062
2,048,062

Jericho Capital Asset Management L.P. Total Holding History ($B)

To

Jericho Capital Asset Management L.P.'s Asset Allocation

To

Jericho Capital Asset Management L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Jericho Capital Asset Management L.P.'s Hypothetical Growth since 2024-09-30

Jericho Capital Asset Management L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Jericho Capital Asset Management L.P.'s Holdings Heat Map

Size field:

Jericho Capital Asset Management L.P.'s Holdings Bubble Chart

Jericho Capital Asset Management L.P. News

  • 1

Discussions on Jericho Capital Asset Management L.P.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.