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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 $7,506,000,087 across 30 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 58.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003480

Period
2025-06-30
Reported value
$7.51B
Holdings
30
Top 10 weight
58.45%
New
9
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ORCLnew+2,104,859$460M
ANSYS INCnew+712,000$250M
UPSTnew+3,653,835$236M
ARMnew+1,306,115$211M
SNOWnew+811,146$182M

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
NFLXreduced-187,000-$250M
APPreduced-698,440-$245M
JUNIPER NETWORKS INCexited-5,641,514-$204M
UBERreduced-1,407,407-$131M
NTNXreduced-1,661,512-$127M

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, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003480, largest first. % of portfolio is the value over $7,506,000,087, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331,792 shares; 2024Q4: 2,793,759 shares; 2025Q1: 2,793,759 shares; 2025Q2: 2,095,319 shares 2,095,319$734M9.77%-698,440Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,000 shares; 2024Q4: 819,000 shares; 2025Q1: 579,000 shares; 2025Q2: 392,000 shares 392,000$525M6.99%-187,000Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,104,859 shares 2,104,859$460M6.13%newTimeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430,977 shares; 2024Q4: 3,208,082 shares; 2025Q1: 3,141,082 shares; 2025Q2: 2,897,162 shares 2,897,162$438M5.84%-243,920Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697,012 shares; 2024Q4: 2,407,012 shares; 2025Q1: 1,527,012 shares; 2025Q2: 2,619,012 shares 2,619,012$414M5.51%+1,092,000Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832,513 shares; 2024Q4: 3,637,776 shares; 2025Q1: 2,951,776 shares; 2025Q2: 3,854,396 shares 3,854,396$403M5.37%+902,620Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,951,000 shares; 2025Q1: 5,629,628 shares; 2025Q2: 4,222,221 shares 4,222,221$394M5.25%-1,407,407Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,549,253 shares; 2024Q4: 4,754,753 shares; 2025Q1: 4,754,753 shares; 2025Q2: 4,754,753 shares 4,754,753$370M4.93%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,787,363 shares; 2025Q1: 3,280,363 shares; 2025Q2: 2,859,363 shares 2,859,363$356M4.74%-421,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,858 shares; 2024Q4: 612,858 shares; 2025Q1: 397,858 shares; 2025Q2: 397,858 shares 397,858$294M3.91%0Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,659,147 shares; 2024Q4: 5,198,039 shares; 2025Q1: 5,057,039 shares; 2025Q2: 3,661,975 shares 3,661,975$253M3.37%-1,395,064Timeline
ANSYS INCANSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712,000 shares 712,000$250M3.33%new
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,653,835 shares 3,653,835$236M3.15%newTimeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,306,115 shares 1,306,115$211M2.81%newTimeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,333,650 shares; 2025Q2: 2,333,650 shares 2,333,650$198M2.64%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,404,700 shares; 2024Q4: 22,404,700 shares; 2025Q1: 22,404,700 shares; 2025Q2: 16,803,525 shares 16,803,525$193M2.57%-5,601,175Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,757,003 shares; 2024Q4: 2,794,636 shares; 2025Q1: 4,102,993 shares; 2025Q2: 2,441,481 shares 2,441,481$187M2.49%-1,661,512Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811,146 shares 811,146$182M2.42%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,959,000 shares 2,959,000$164M2.18%newTimeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338,000 shares; 2024Q4: 1,338,000 shares; 2025Q1: 1,581,000 shares; 2025Q2: 2,183,000 shares 2,183,000$157M2.09%+602,000Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 962,500 shares 962,500$150M2%newTimeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,977,366 shares; 2024Q4: 3,887,043 shares; 2025Q1: 2,527,742 shares; 2025Q2: 2,571,767 shares 2,571,767$142M1.89%+44,025Timeline
SPHRSPHERE ENTERTAINMENT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,805,615 shares; 2024Q4: 2,805,615 shares; 2025Q1: 2,805,615 shares; 2025Q2: 2,805,615 shares 2,805,615$117M1.56%0Timeline
ADARRAY DIGITAL INFRASTRUCTUREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780,792 shares; 2024Q4: 1,815,844 shares; 2025Q1: 1,815,844 shares; 2025Q2: 1,815,844 shares 1,815,844$116M1.55%0Timeline
MSGEMADISON SQUARE GARDEN ENTMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465,724 shares; 2024Q4: 2,733,724 shares; 2025Q1: 2,885,724 shares; 2025Q2: 2,885,724 shares 2,885,724$115M1.54%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 921,000 shares; 2025Q2: 526,000 shares 526,000$110M1.47%-395,000Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,335,000 shares 1,335,000$109M1.45%newTimeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,471,000 shares; 2025Q1: 2,616,363 shares; 2025Q2: 2,616,363 shares 2,616,363$79.6M1.06%0Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,096,283 shares; 2025Q1: 7,526,518 shares; 2025Q2: 7,526,518 shares 7,526,518$76.2M1.01%0Timeline
AMBAAMBARELLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,098,482 shares 1,098,482$72.6M0.97%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
JUNIPER NETWORKS INCJUNIPER NETWORKS INC5,641,514$204Mshares
CFLTCONFLUENT INC-CLASS A2,181,000$51.1Mshares

How Q2 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 0001172661-25-003480 base2025-08-14acceptance time not in the bulk data set