Jericho Capital Asset Management L.P. Portfolio Holdings

Jericho Capital Asset Management L.P.

  • $5.98 Billion
  • Q4 2024

Jericho Capital Asset Management L.P. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.98 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $905M, Netflix Inc with a value of $730M, Docusign, Inc. with a value of $428M, Live Nation Entertainment, Inc. with a value of $415M, and Meta Platforms, Inc. with a value of $361M.

Examining the 13F form we can see an increase of $2.1B in the current position value, from $3.89B to 5.98B.

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 $5.98 Billion
Technology: $3.26 Billion
Communication Services: $2.33 Billion
Consumer Cyclical: $297 Million
Financial Services: $92.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.3B
$905 Million 15.12% of portfolio
2,793,759
Q4 2024 Reduced 16.15%
$398B
$730 Million 12.2% of portfolio
819,000
Q4 2024 Added 30.21%
$16B
$428 Million 7.15% of portfolio
4,754,753
Q4 2024 Added 33.96%
$28B
$415 Million 6.94% of portfolio
3,208,082
Q4 2024 Added 31.97%
$1.36T
$361 Million 6.04% of portfolio
612,858
Q4 2024 Added 29.33%
$271B
$323 Million 5.4% of portfolio
2,407,012
Q4 2024 Reduced 10.75%
$10.8B
$317 Million 5.29% of portfolio
5,198,039
Q4 2024 Added 11.57%
$17.3B
$301 Million 5.03% of portfolio
2,787,363
Q4 2024 New
$140B
$299 Million 4.99% of portfolio
4,951,000
Q4 2024 New
$25.2B
$238 Million 3.97% of portfolio
22,404,700
Q3 2024 New
$14.2B
$211 Million 3.53% of portfolio
3,887,043
Q4 2024 Reduced 2.27%
$17.3B
$195 Million 3.26% of portfolio
5,245,494
Q4 2024 Added 10.18%
$15.3B
$171 Million 2.86% of portfolio
2,794,636
Q4 2024 Reduced 25.62%
$26.1B
$157 Million 2.63% of portfolio
1,338,000
Q3 2024 Reduced 44.7%
$77B
$147 Million 2.46% of portfolio
635,733
Q4 2024 New
$4.45B
$117 Million 1.95% of portfolio
11,096,283
Q4 2024 New
$1.29B
$106 Million 1.78% of portfolio
10,420,000
Q4 2024 New
$9.94B
$101 Million 1.69% of portfolio
1,176,591
Q4 2024 New
$897M
$99.9 Million 1.67% of portfolio
2,805,615
Q3 2024 Added 10.33%
$37.8B
$92.2 Million 1.54% of portfolio
8,899,000
Q4 2024 New
$3.6B
$83.9 Million 1.4% of portfolio
3,000,000
Q4 2024 Added 18.06%
$12B
$71.4 Million 1.19% of portfolio
6,631,299
Q4 2024 Reduced 39.42%
Hut 8 Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q4 2024 New
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q4 2024 Added 98.51%
Six Flags Entertainment Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
Madison Square Garden Entmt
-
$0 0.0% of portfolio
-
Q4 2024 Added 10.87%
Core Scientific Inc New
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $5.98 Billion
  • Prior Value $3.89 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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