Jericho Capital Asset Management L.P. Portfolio Holdings

Jericho Capital Asset Management L.P.

  • $3.89 Billion
  • Q3 2024

Jericho Capital Asset Management L.P. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.89 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $446M, App Lovin Corp with a value of $435M, Nvidia Corp with a value of $327M, Meta Platforms, Inc. with a value of $271M, and Live Nation Entertainment, Inc. with a value of $266M.

Examining the 13F form we can see an increase of $775M in the current position value, from $3.11B to 3.89B.

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 $3.89 Billion
Technology: $2.16 Billion
Communication Services: $1.53 Billion
Consumer Cyclical: $187 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$400B
$446 Million 11.48% of portfolio
629,000
Q3 2024 Added 57.25%
$99.4B
$435 Million 11.2% of portfolio
3,331,792
Q2 2024 Reduced 14.36%
$345B
$327 Million 8.43% of portfolio
2,697,012
Q3 2024 Added 6.15%
$1.29T
$271 Million 6.98% of portfolio
473,858
Q3 2024 Reduced 7.6%
$31.7B
$266 Million 6.85% of portfolio
2,430,977
Q3 2024 Reduced 2.1%
$15.2B
$223 Million 5.73% of portfolio
3,757,003
Q3 2024 Reduced 5.81%
$16.1B
$220 Million 5.67% of portfolio
3,549,253
Q3 2024 Added 3.84%
$16.2B
$213 Million 5.47% of portfolio
3,977,366
Q3 2024 Reduced 21.09%
$15.7B
$190 Million 4.9% of portfolio
4,659,147
Q3 2024 New
$19.7B
$187 Million 4.8% of portfolio
4,760,700
Q3 2024 Reduced 1.73%
$25.4B
$185 Million 4.76% of portfolio
22,404,700
Q3 2024 New
$60B
$147 Million 3.78% of portfolio
1,338,000
Q3 2024 Reduced 44.7%
$130B
$120 Million 3.09% of portfolio
3,224,000
Q3 2024 New
$1.01B
$119 Million 3.07% of portfolio
2,805,615
Q3 2024 Added 10.33%
$16.5B
$117 Million 3.01% of portfolio
10,946,968
Q3 2024 New
$3.31B
$97.3 Million 2.5% of portfolio
1,780,792
Q2 2024 Added 11.8%
$283B
$75.9 Million 1.95% of portfolio
91,108
Q3 2024 Added 9.77%
$3.06B
$72.7 Million 1.87% of portfolio
2,502,890
Q3 2024 New
$4.38B
$51.8 Million 1.33% of portfolio
2,541,000
Q3 2024 New
$8.8B
$32 Million 0.82% of portfolio
1,121,472
Q3 2024 New
Lineage Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q3 2024 Added 149.83%
Madison Square Garden Entmt
-
$0 0.0% of portfolio
-
Q1 2024 Added 29.52%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $3.89 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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