Jericho Capital Asset Management L.P. Portfolio Holdings

Jericho Capital Asset Management L.P.

  • $6.38 Billion
  • Q2 2025

Jericho Capital Asset Management L.P. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.38 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $734M, Netflix Inc with a value of $525M, Oracle Corp with a value of $460M, Live Nation Entertainment, Inc. with a value of $438M, and Nvidia Corp with a value of $414M.

Examining the 13F form we can see an increase of $1.34B in the current position value, from $5.04B to 6.38B.

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 $6.38 Billion
Technology: $4.11 Billion
Communication Services: $2.03 Billion
Financial Services: $236 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$734 Million 11.5% of portfolio
2,095,319
Q2 2025 Reduced 25.0%
$545B
$525 Million 8.23% of portfolio
392,000
Q2 2025 Reduced 32.3%
$684B
$460 Million 7.22% of portfolio
2,104,859
Q2 2025 New
$36.4B
$438 Million 6.87% of portfolio
2,897,162
Q2 2025 Reduced 7.77%
$456B
$414 Million 6.49% of portfolio
2,619,012
Q2 2025 Added 71.51%
$182B
$394 Million 6.18% of portfolio
4,222,221
Q2 2025 Reduced 25.0%
$13.7B
$370 Million 5.81% of portfolio
4,754,753
Q4 2024 Added 33.96%
$16.5B
$356 Million 5.58% of portfolio
2,859,363
Q2 2025 Reduced 12.83%
$1.78T
$294 Million 4.6% of portfolio
397,858
Q1 2025 Reduced 35.08%
$17.6B
$253 Million 3.97% of portfolio
3,661,975
Q2 2025 Reduced 27.59%
$32.6B
$250 Million 3.92% of portfolio
712,000
Q2 2025 New
$5.16B
$236 Million 3.71% of portfolio
3,653,835
Q2 2025 New
$9.26B
$198 Million 3.11% of portfolio
2,333,650
Q1 2025 New
$29.2B
$193 Million 3.02% of portfolio
16,803,525
Q2 2025 Reduced 25.0%
$16B
$187 Million 2.93% of portfolio
2,441,481
Q2 2025 Reduced 40.5%
$61.8B
$182 Million 2.85% of portfolio
811,146
Q2 2025 New
$13.4B
$142 Million 2.23% of portfolio
2,571,767
Q2 2025 Added 1.74%
$4.05B
$116 Million 1.82% of portfolio
1,815,844
Q4 2024 Added 1.97%
$1.11B
$112 Million 1.76% of portfolio
2,805,615
Q3 2024 Added 10.33%
$14.3B
$110 Million 1.73% of portfolio
526,000
Q2 2025 Reduced 42.89%
$14.2B
$109 Million 1.7% of portfolio
1,335,000
Q2 2025 New
$4.09B
$76.4 Million 1.2% of portfolio
7,526,518
Q1 2025 Reduced 32.17%
$2.66B
$72.6 Million 1.14% of portfolio
1,098,482
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $6.38 Billion
  • Prior Value $5.04 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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