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 $7.51 billion in total holdings as of June 30, 2025.Jericho Capital Asset Management L.P. owns shares of 30 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 28.60% of the portfolio was purchased this quarter.About 17.87% of the portfolio was sold this quarter.This quarter, Jericho Capital Asset Management L.P. has purchased 23 new stocks and bought additional shares in 4 stocks.Jericho Capital Asset Management L.P. sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings APPLOVIN CORP $733,529,275Netflix $524,938,960Oracle $460,185,324Live Nation Entertainment $438,282,667NVIDIA $413,777,705 Largest New Holdings this Quarter 68389X105 - Oracle $460,185,324 Holding03662Q105 - ANSYS $250,068,640 Holding91680M107 - Upstart $236,330,048 Holding042068205 - ARM HOLDINGS PLC $211,251,040 Holding833445109 - Snowflake $181,510,140 Holding Largest Purchases this Quarter Oracle 2,104,859 shares (about $460.19M)ANSYS 712,000 shares (about $250.07M)Upstart 3,653,835 shares (about $236.33M)ARM HOLDINGS PLC 1,306,115 shares (about $211.25M)Snowflake 811,146 shares (about $181.51M) Largest Sales this Quarter Netflix 187,000 shares (about $250.42M)APPLOVIN CORP 698,440 shares (about $244.51M)Uber Technologies 1,407,407 shares (about $131.31M)Nutanix 1,661,512 shares (about $127.01M)Affirm 1,395,064 shares (about $96.45M) 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$733,529,275$244,509,875 ▼-25.0%2,095,3199.8%COM CL ANFLXNetflix$524,938,960$250,417,310 ▼-32.3%392,0007.0%Consumer DiscretionaryORCLOracle$460,185,324$460,185,324 ▲New Holding2,104,8596.1%Computer and TechnologyLYVLive Nation Entertainment$438,282,667$36,900,218 ▼-7.8%2,897,1625.8%Consumer DiscretionaryNVDANVIDIA$413,777,705$172,525,080 ▲71.5%2,619,0125.5%Computer and TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$402,784,383$94,323,790 ▲30.6%3,854,3965.4%Consumer DiscretionaryUBERUber Technologies$393,933,220$131,311,073 ▼-25.0%4,222,2215.2%Computer and TechnologyDOCUDocusign$370,347,7110.0%4,754,7534.9%Computer and TechnologyTWLOTwilio$355,590,382$52,355,560 ▼-12.8%2,859,3634.7%Computer and TechnologyMETAMeta Platforms$293,655,0110.0%397,8583.9%Computer and TechnologyAFRMAffirm$253,188,952$96,454,725 ▼-27.6%3,661,9753.4%Computer and TechnologyANSSANSYS$250,068,640$250,068,640 ▲New Holding712,0003.3%Computer and TechnologyUPSTUpstart$236,330,048$236,330,048 ▲New Holding3,653,8353.1%FinanceARM HOLDINGS PLC$211,251,040$211,251,040 ▲New Holding1,306,1152.8%SPONSORED ADSQRVOQorvo$198,150,2220.0%2,333,6502.6%Computer and TechnologyWBDWarner Bros. Discovery$192,568,397$64,189,466 ▼-25.0%16,803,5252.6%Consumer DiscretionaryNTNXNutanix$186,626,808$127,005,978 ▼-40.5%2,441,4812.5%Computer and TechnologySNOWSnowflake$181,510,140$181,510,140 ▲New Holding811,1462.4%Computer and TechnologyYNDXYandex$163,721,471$163,721,471 ▲New Holding2,959,0002.2%Computer and TechnologyTTDTrade Desk$157,154,170$43,337,980 ▲38.1%2,183,0002.1%Computer and TechnologyCELESTICA INC$150,255,876$150,255,876 ▲New Holding962,5002.0%COMDTDynatrace$141,987,256$2,430,620 ▲1.7%2,571,7671.9%Computer and TechnologySPHRSphere Entertainment$117,274,7070.0%2,805,6151.6%Consumer DiscretionaryUSMUnited States Cellular$116,159,5400.0%1,815,8441.5%Computer and TechnologyMSGEMadison Square Garden Entertainment$115,342,3890.0%2,885,7241.5%Consumer DiscretionaryMDBMongoDB$110,454,740$82,946,050 ▼-42.9%526,0001.5%Computer and TechnologyCIENCiena$108,575,551$108,575,551 ▲New Holding1,335,0001.4%Computer and TechnologySIX FLAGS ENTERTAINMENT CORP$79,615,9260.0%2,616,3631.1%COMZIZoomInfo Technologies$76,168,3620.0%7,526,5181.0%Computer and TechnologyAMBAAmbarella$72,571,214$72,571,214 ▲New Holding1,098,4821.0%Computer and TechnologyJNPRJuniper Networks$0$204,166,392 ▼-100.0%00.0%Computer and TechnologyCFLTConfluent$0$51,122,640 ▼-100.0%00.0%Computer and TechnologyShowing 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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