Jericho Capital Asset Management L.P. Top Holdings and 13F Report (2025) About Jericho Capital Asset Management L.P.Investment ActivityJericho Capital Asset Management L.P. has $5.50 billion in total holdings as of March 31, 2025.Jericho Capital Asset Management L.P. owns shares of 23 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 13.59% of the portfolio was purchased this quarter.About 32.89% of the portfolio was sold this quarter.This quarter, Jericho Capital Asset Management L.P. has purchased 29 new stocks and bought additional shares in 6 stocks.Jericho Capital Asset Management L.P. sold shares of 9 stocks and completely divested from 9 stocks this quarter.Largest Holdings APPLOVIN CORP $740,262,322Netflix $539,934,870Uber Technologies $410,174,696Live Nation Entertainment $410,162,488DocuSign $387,036,894 Largest New Holdings this Quarter 48203R104 - Juniper Networks $204,166,392 Holding74736K101 - Qorvo $168,979,597 Holding60937P106 - MongoDB $161,543,400 Holding Largest Purchases this Quarter Juniper Networks 5,641,514 shares (about $204.17M)Qorvo 2,333,650 shares (about $168.98M)MongoDB 921,000 shares (about $161.54M)Nutanix 1,308,357 shares (about $91.34M)Uber Technologies 678,628 shares (about $49.44M) Largest Sales this Quarter Netflix 240,000 shares (about $223.81M)Meta Platforms 215,000 shares (about $123.92M)NVIDIA 880,000 shares (about $95.37M)Dynatrace 1,359,301 shares (about $64.09M)Formula One Group 686,000 shares (about $61.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJericho Capital Asset Management L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPPLOVIN CORP$740,262,3220.0%2,793,75913.5%COM CL ANFLXNetflix$539,934,870$223,807,200 ▼-29.3%579,0009.8%Consumer DiscretionaryUBERUber Technologies$410,174,696$49,444,836 ▲13.7%5,629,6287.5%Computer and TechnologyLYVLive Nation Entertainment$410,162,488$8,748,860 ▼-2.1%3,141,0827.5%Consumer DiscretionaryDOCUDocuSign$387,036,8940.0%4,754,7537.0%Computer and TechnologyTWLOTwilio$321,180,341$48,269,630 ▲17.7%3,280,3635.8%Computer and TechnologyNTNXNutanix$286,429,941$91,336,402 ▲46.8%4,102,9935.2%Computer and TechnologyFWONKFormula One Group$265,689,358$61,746,860 ▼-18.9%2,951,7764.8%Consumer DiscretionaryWBDWarner Bros. Discovery$240,402,4310.0%22,404,7004.4%Consumer DiscretionaryMETAMeta Platforms$229,309,437$123,917,400 ▼-35.1%397,8584.2%Computer and TechnologyAFRMAffirm$228,527,592$6,371,790 ▼-2.7%5,057,0394.2%Business ServicesJNPRJuniper Networks$204,166,392$204,166,392 ▲New Holding5,641,5143.7%Computer and TechnologyQRVOQorvo$168,979,597$168,979,597 ▲New Holding2,333,6503.1%Computer and TechnologyNVDANVIDIA$165,497,561$95,374,400 ▼-36.6%1,527,0123.0%Computer and TechnologyMDBMongoDB$161,543,400$161,543,400 ▲New Holding921,0002.9%Computer and TechnologyUSMUnited States Cellular$125,565,6130.0%1,815,8442.3%Computer and TechnologyDTDynatrace$119,183,035$64,091,042 ▼-35.0%2,527,7422.2%Computer and TechnologyMSGEMSG Entertainment$94,478,604$4,976,480 ▲5.6%2,885,7241.7%Consumer DiscretionarySIX FLAGS ENTERTAINMENT CORP$93,325,668$5,185,098 ▲5.9%2,616,3631.7%COMSPHRSphere Entertainment$91,799,7230.0%2,805,6151.7%Consumer DiscretionaryTTDTrade Desk$86,512,320$13,296,960 ▲18.2%1,581,0001.6%Computer and TechnologyZIZoomInfo Technologies$75,265,180$35,697,650 ▼-32.2%7,526,5181.4%Computer and TechnologyCFLTConfluent$51,122,640$19,197,360 ▼-27.3%2,181,0000.9%Computer and TechnologyISHARES BITCOIN TRUST ETF$0$378,140,400 ▼-100.0%00.0%SHS BEN INTDKNGDraftKings$0$195,132,377 ▼-100.0%00.0%Consumer DiscretionaryAVGOBroadcom$0$147,388,339 ▼-100.0%00.0%Computer and TechnologyRIOTRiot Platforms$0$106,388,200 ▼-100.0%00.0%Business ServicesWYNNWynn Resorts$0$101,375,081 ▼-100.0%00.0%Consumer DiscretionaryNUNU$0$92,193,640 ▼-100.0%00.0%FinanceSNAPSnap$0$71,419,090 ▼-100.0%00.0%Computer and TechnologyCORE SCIENTIFIC INC NEW$0$39,239,824 ▼-100.0%00.0%COMHUT 8 CORP$0$37,399,598 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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