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Jericho Capital Asset Management L.P.

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13F filer, CIK 1525234, LOS ANGELES, CA

Jericho Capital Asset Management L.P. reported $5,496,550,103 across 23 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 69.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002335

Period
2025-03-31
Reported value
$5.5B
Holdings
23
Top 10 weight
69.69%
New
3
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JUNIPER NETWORKS INCnew+5,641,514$204M
QRVOnew+2,333,650$169M
MDBnew+921,000$162M
NTNXadded+1,308,357$91.3M
UBERadded+678,628$49.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IBITexited-7,128,000-$378M
NFLXreduced-240,000-$224M
DKNGexited-5,245,494-$195M
AVGOexited-635,733-$147M
METAreduced-215,000-$124M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-002335, largest first. % of portfolio is the value over $5,496,550,103, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331,792 shares; 2024Q4: 2,793,759 shares; 2025Q1: 2,793,759 shares 2,793,759$740M13.47%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,000 shares; 2024Q4: 819,000 shares; 2025Q1: 579,000 shares 579,000$540M9.82%-240,000Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,951,000 shares; 2025Q1: 5,629,628 shares 5,629,628$410M7.46%+678,628Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430,977 shares; 2024Q4: 3,208,082 shares; 2025Q1: 3,141,082 shares 3,141,082$410M7.46%-67,000Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,549,253 shares; 2024Q4: 4,754,753 shares; 2025Q1: 4,754,753 shares 4,754,753$387M7.04%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,787,363 shares; 2025Q1: 3,280,363 shares 3,280,363$321M5.84%+493,000Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,757,003 shares; 2024Q4: 2,794,636 shares; 2025Q1: 4,102,993 shares 4,102,993$286M5.21%+1,308,357Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832,513 shares; 2024Q4: 3,637,776 shares; 2025Q1: 2,951,776 shares 2,951,776$266M4.83%-686,000Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,404,700 shares; 2024Q4: 22,404,700 shares; 2025Q1: 22,404,700 shares 22,404,700$240M4.37%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,858 shares; 2024Q4: 612,858 shares; 2025Q1: 397,858 shares 397,858$229M4.17%-215,000Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,659,147 shares; 2024Q4: 5,198,039 shares; 2025Q1: 5,057,039 shares 5,057,039$229M4.16%-141,000Timeline
JUNIPER NETWORKS INCJUNIPER NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,641,514 shares 5,641,514$204M3.71%new
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,333,650 shares 2,333,650$169M3.07%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697,012 shares; 2024Q4: 2,407,012 shares; 2025Q1: 1,527,012 shares 1,527,012$165M3.01%-880,000Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 921,000 shares 921,000$162M2.94%newTimeline
ADARRAY DIGITAL INFRASTRUCTUREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780,792 shares; 2024Q4: 1,815,844 shares; 2025Q1: 1,815,844 shares 1,815,844$126M2.28%0Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,977,366 shares; 2024Q4: 3,887,043 shares; 2025Q1: 2,527,742 shares 2,527,742$119M2.17%-1,359,301Timeline
MSGEMADISON SQUARE GARDEN ENTMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465,724 shares; 2024Q4: 2,733,724 shares; 2025Q1: 2,885,724 shares 2,885,724$94.5M1.72%+152,000Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,471,000 shares; 2025Q1: 2,616,363 shares 2,616,363$93.3M1.7%+145,363Timeline
SPHRSPHERE ENTERTAINMENT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,805,615 shares; 2024Q4: 2,805,615 shares; 2025Q1: 2,805,615 shares 2,805,615$91.8M1.67%0Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338,000 shares; 2024Q4: 1,338,000 shares; 2025Q1: 1,581,000 shares 1,581,000$86.5M1.57%+243,000Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,096,283 shares; 2025Q1: 7,526,518 shares 7,526,518$75.3M1.37%-3,569,765Timeline
CFLTCONFLUENT INC-CLASS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541,000 shares; 2024Q4: 3,000,000 shares; 2025Q1: 2,181,000 shares 2,181,000$51.1M0.93%-819,000Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IBITISHARES BITCOIN TRUST ETF7,128,000$378Mshares
DKNGDRAFTKINGS INC NEW5,245,494$195Mshares
AVGOBROADCOM INC635,733$147Mshares
RIOTRIOT PLATFORMS INC10,420,000$106Mshares
WYNNWYNN RESORTS LTD1,176,591$101Mshares
NUNU HLDGS LTD8,899,000$92.2Mshares
SNAPSNAP INC6,631,299$71.4Mshares
CORZCORE SCIENTIFIC INC NEW2,792,870$39.2Mshares
HUTHUT 8 CORP1,825,261$37.4Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002335 base2025-05-15acceptance time not in the bulk data set