Jericho Capital Asset Management L.P. Portfolio Holdings

Jericho Capital Asset Management L.P.

  • $5.04 Billion
  • Q1 2025

Jericho Capital Asset Management L.P. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.04 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $740M, Netflix Inc with a value of $540M, Live Nation Entertainment, Inc. with a value of $410M, Uber Technologies, Inc with a value of $410M, and Docusign, Inc. with a value of $387M.

Examining the 13F form we can see an decrease of $941M in the current position value, from $5.98B to 5.04B.

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 $5.04 Billion
Technology: $3.08 Billion
Communication Services: $1.96 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$128B
$740 Million 14.68% of portfolio
2,793,759
Q4 2024 Reduced 16.15%
$539B
$540 Million 10.71% of portfolio
579,000
Q1 2025 Reduced 29.3%
$34.1B
$410 Million 8.13% of portfolio
3,141,082
Q1 2025 Reduced 2.09%
$177B
$410 Million 8.13% of portfolio
5,629,628
Q1 2025 Added 13.71%
$14.2B
$387 Million 7.67% of portfolio
4,754,753
Q4 2024 Added 33.96%
$21.2B
$321 Million 6.37% of portfolio
3,280,363
Q1 2025 Added 17.69%
$16.7B
$286 Million 5.68% of portfolio
4,102,993
Q1 2025 Added 46.82%
$28.8B
$240 Million 4.77% of portfolio
22,404,700
Q3 2024 New
$1.71T
$229 Million 4.55% of portfolio
397,858
Q1 2025 Reduced 35.08%
$18.2B
$229 Million 4.53% of portfolio
5,057,039
Q1 2025 Reduced 2.71%
$13B
$204 Million 4.05% of portfolio
5,641,514
Q1 2025 New
$9.04B
$169 Million 3.35% of portfolio
2,333,650
Q1 2025 New
$455B
$165 Million 3.28% of portfolio
1,527,012
Q1 2025 Reduced 36.56%
$15.7B
$162 Million 3.2% of portfolio
921,000
Q1 2025 New
$3.92B
$126 Million 2.49% of portfolio
1,815,844
Q4 2024 Added 1.97%
$13.5B
$119 Million 2.36% of portfolio
2,527,742
Q1 2025 Reduced 34.97%
$39.2B
$86.5 Million 1.72% of portfolio
1,581,000
Q1 2025 Added 18.16%
$4.09B
$75.3 Million 1.49% of portfolio
7,526,518
Q1 2025 Reduced 32.17%
$2.39B
$51.1 Million 1.01% of portfolio
2,181,000
Q1 2025 Reduced 27.3%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $5.04 Billion
  • Prior Value $5.98 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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