13F-HR filed by Jericho Capital Asset Management L.P.
Jericho Capital Asset Management L.P. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 30 holding rows worth $7,506,000,087.
- Accession
- 0001172661-25-003480
- Filer
- CIK 1525234
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 30 entries on the cover page, a total value of $7,506,000,087 stated on the cover page (in dollars after the unit check, H1), rows summing to $7,506,000,087 with VALUE read as dollars as filed, 13F file number 028-14687. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 2,095,319 | $733,529,275 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 392,000 | $524,938,960 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,104,859 | $460,185,324 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 2,897,162 | $438,282,667 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,619,012 | $413,777,705 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 3,854,396 | $402,784,383 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 4,222,221 | $393,933,220 | dollars as filed | |
| DOCUSIGN INC COM | 256163106 | Stock | 4,754,753 | $370,347,711 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 2,859,363 | $355,590,382 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 397,858 | $293,655,011 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 3,661,975 | $253,188,952 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 712,000 | $250,068,640 | dollars as filed | |
| UPSTARTHLDGSINC | 91680M107 | STOK | 3,653,835 | $236,330,048 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 1,306,115 | $211,251,040 | dollars as filed | |
| QORVO INC COM | 74736K101 | Stock | 2,333,650 | $198,150,222 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 16,803,525 | $192,568,397 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 2,441,481 | $186,626,808 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 811,146 | $181,510,140 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 2,959,000 | $163,721,471 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 2,183,000 | $157,154,170 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 962,500 | $150,255,876 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 2,571,767 | $141,987,256 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 2,805,615 | $117,274,707 | dollars as filed | |
| ARRAY DIGITAL INFRASTRUCTURE | 911684108 | COM | 1,815,844 | $116,159,540 | dollars as filed | |
| MADISON SQUARE GARDEN ENTMT | 558256103 | COM CL A | 2,885,724 | $115,342,389 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 526,000 | $110,454,740 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 1,335,000 | $108,575,551 | dollars as filed | |
| SIX FLAGS ENTERTAINMENT CORP COM | 83001C108 | Stock | 2,616,363 | $79,615,926 | dollars as filed | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 7,526,518 | $76,168,362 | dollars as filed | |
| AMBARELLA INC | G037AX101 | SHS | 1,098,482 | $72,571,214 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-003480 | this filing | 2025-08-14 | acceptance time not in the bulk data set |