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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2B
$97.3 Million 2.5% of portfolio
1,780,792
Q2 2024 Added 11.8%
$3.01B
$72.7 Million 1.87% of portfolio
2,502,890
Q3 2024 New
$4.42B
$51.8 Million 1.33% of portfolio
2,541,000
Q3 2024 New
$8.79B
$32 Million 0.82% of portfolio
1,121,472
Q3 2024 New

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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