Jericho Capital Asset Management L.P. Purchases and Sells in Q2 2025

Jericho Capital Asset Management L.P.

4 operations

Stock	Shares change	Price Range	Shares Held
NVDA	1.09M + 71.51%	$94.31 - $157.99 $103M - $173M	2.62M $414M
TTD	602K + 38.08%	$45.27 - $79.4 $27.3M - $47.8M	2.18M $157M
DT	44K + 1.74%	$41.21 - $55.9 $1.81M - $2.46M	2.57M $142M
LIBERTY MEDIA CORP DEL	903K + 30.58%	N/A	3.85M $0

9 operations

Stock	Shares change	Price Range	Shares Held
ORCL	2.1M New	$122.82 - $218.63 $259M - $460M	2.1M $460M
ANSS	712K New	$284.19 - $351.22 $202M - $250M	712K $250M
UPST	3.65M New	$34.8 - $64.85 $127M - $237M	3.65M $236M
SNOW	811K New	$130.53 - $223.77 $106M - $182M	811K $182M
CIEN	1.34M New	$53.5 - $83.89 $71.4M - $112M	1.34M $109M
AMBA	1.1M New	$40.3 - $69.3 $44.3M - $76.1M	1.1M $72.6M

9 operations

Stock	Shares change	Price Range	Shares Held
NTNX	-1.66M - 40.5%	$58.17 - $83.07 $96.7M - $138M	2.44M $187M
MDB	-395K - 42.89%	$145.85 - $225.38 $57.6M - $89M	526K $110M
WBD	-5.6M - 25.0%	$7.69 - $11.46 $43.1M - $64.2M	16.8M $193M
UBER	-1.41M - 25.0%	$64.62 - $93.3 $90.9M - $131M	4.22M $394M
NFLX	-187K - 32.3%	$855.86 - $1339.13 $160M - $250M	392K $525M
APP	-698K - 25.0%	$219.37 - $417.89 $153M - $292M	2.1M $734M

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