Jericho Capital Asset Management L.P. Portfolio Holdings

Jericho Capital Asset Management L.P.

  • $3.45 Billion
  • Q1 2024

Jericho Capital Asset Management L.P. has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.45 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $372M, App Lovin Corp with a value of $269M, Nutanix, Inc. with a value of $246M, Nvidia Corp with a value of $230M, and Draft Kings Inc. with a value of $227M.

Examining the 13F form we can see an increase of $582M in the current position value, from $2.87B to 3.45B.

Jericho Capital Asset Management L.P. is based out at New York, NY

Below you can find more details about Jericho Capital Asset Management L.P. portfolio as well as his latest detailed transactions.

Portfolio value $3.45 Billion
Technology: $1.98 Billion
Communication Services: $1.22 Billion
Consumer Cyclical: $253 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$286B
$372 Million 10.79% of portfolio
613,000
Q1 2024 New
$23.8B
$269 Million 7.8% of portfolio
3,890,567
Q1 2024 New
$12.7B
$246 Million 7.13% of portfolio
3,988,923
Q1 2024 Added 68.81%
$2.73T
$230 Million 6.65% of portfolio
254,079
Q1 2024 Reduced 32.8%
$15.8B
$227 Million 6.57% of portfolio
4,995,153
Q1 2024 Reduced 30.18%
$1.05T
$225 Million 6.51% of portfolio
462,858
Q1 2024 Reduced 57.34%
$41.2B
$212 Million 6.13% of portfolio
2,419,355
Q1 2024 New
$11B
$204 Million 5.9% of portfolio
3,417,908
Q1 2024 New
$36.9B
$189 Million 5.48% of portfolio
1,425,000
Q1 2024 New
$21.6B
$142 Million 4.11% of portfolio
1,340,000
Q1 2024 Reduced 36.19%
$78.5B
$134 Million 3.88% of portfolio
429,743
Q1 2024 Reduced 34.99%
$13.1B
$134 Million 3.87% of portfolio
2,879,000
Q1 2024 New
$18.3B
$120 Million 3.48% of portfolio
3,146,686
Q1 2024 New
$381B
$114 Million 3.29% of portfolio
117,000
Q1 2024 New
$538B
$111 Million 3.23% of portfolio
84,000
Q1 2024 New
$234B
$106 Million 3.07% of portfolio
352,000
Q1 2024 Added 3.83%
$2.48B
$90 Million 2.61% of portfolio
3,338,951
Q1 2024 New
$2.91B
$58.1 Million 1.68% of portfolio
1,592,792
Q1 2024 Added 32.25%
$2.99B
$53.6 Million 1.55% of portfolio
1,524,000
Q1 2024 New
$6.89B
$52 Million 1.51% of portfolio
1,487,000
Q1 2024 New
$86.9B
$26.3 Million 0.76% of portfolio
17,384
Q1 2024 New
$1.53B
$22.3 Million 0.65% of portfolio
374,000
Q1 2024 New
$2.08B
$16 Million 0.46% of portfolio
889,000
Q1 2024 New
$0
$200,000 0.01% of portfolio
1,000,000
Q1 2021 New
Madison Square Garden Entmt
-
$0 0.0% of portfolio
-
Q1 2024 Added 29.52%
Sharkninja Inc
-
$0 0.0% of portfolio
-
Q1 2024 New
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $3.45 Billion
  • Prior Value $2.87 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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