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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 $9,608,073,605 across 30 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 61.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-005043

Period
2025-09-30
Reported value
$9.61B
Holdings
30
Top 10 weight
61.96%
New
7
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+2,684,000$652M
HPEnew+16,974,768$417M
WBDadded+18,291,865$357M
INTUnew+391,000$267M
MDBadded+852,540$265M

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
ORCLexited-2,104,859-$460M
ANSYS INCexited-712,000-$250M
ARMexited-1,306,115-$211M
QRVOexited-2,333,650-$198M
NFLXreduced-153,000-$183M

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, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-005043, largest first. % of portfolio is the value over $9,608,073,605, 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; 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; 2025Q3: 2,095,319 shares 2,095,319$1.51B15.67%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 35,095,390 shares 35,095,390$685M7.13%+18,291,865Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,684,000 shares 2,684,000$652M6.79%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,959,000 shares; 2025Q3: 4,607,497 shares 4,607,497$517M5.38%+1,648,497Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,619,012 shares 2,619,012$489M5.09%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,897,162 shares 2,897,162$473M4.93%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 921,000 shares; 2025Q2: 526,000 shares; 2025Q3: 1,378,540 shares 1,378,540$428M4.45%+852,540Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,974,768 shares 16,974,768$417M4.34%newTimeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,854,396 shares 3,854,396$403M4.19%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,858 shares; 2024Q4: 612,858 shares; 2025Q1: 397,858 shares; 2025Q2: 397,858 shares; 2025Q3: 521,858 shares 521,858$383M3.99%+124,000Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,754,753 shares 4,754,753$343M3.57%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,951,000 shares; 2025Q1: 5,629,628 shares; 2025Q2: 4,222,221 shares; 2025Q3: 3,150,000 shares 3,150,000$309M3.21%-1,072,221Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,335,000 shares; 2025Q3: 1,983,000 shares 1,983,000$289M3.01%+648,000Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,000 shares; 2024Q4: 819,000 shares; 2025Q1: 579,000 shares; 2025Q2: 392,000 shares; 2025Q3: 239,000 shares 239,000$287M2.98%-153,000Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391,000 shares 391,000$267M2.78%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,350,248 shares 3,350,248$245M2.55%-311,727Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,653,835 shares; 2025Q3: 4,480,809 shares 4,480,809$228M2.37%+826,974Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,792,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,699,823 shares 11,699,823$210M2.18%newTimeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,067,000 shares 4,067,000$199M2.07%+1,884,000Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,787,363 shares; 2025Q1: 3,280,363 shares; 2025Q2: 2,859,363 shares; 2025Q3: 1,970,978 shares 1,970,978$197M2.05%-888,385Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,441,481 shares 2,441,481$182M1.89%0Timeline
SPHRSPHERE ENTERTAINMENT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,705,615 shares 2,705,615$168M1.75%-100,000Timeline
CFLTCONFLUENT INC-CLASS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541,000 shares; 2024Q4: 3,000,000 shares; 2025Q1: 2,181,000 shares; 2025Q2: not reported; 2025Q3: 8,266,000 shares 8,266,000$164M1.7%newTimeline
MSGEMADISON SQUARE GARDEN ENTMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,885,724 shares 2,885,724$131M1.36%0Timeline
AMBAAMBARELLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,098,482 shares; 2025Q3: 1,213,347 shares 1,213,347$100M1.04%+114,865Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,096,283 shares; 2025Q1: 7,526,518 shares; 2025Q2: 7,526,518 shares; 2025Q3: 8,793,670 shares 8,793,670$95.9M1%+1,267,152Timeline
ADARRAY DIGITAL INFRASTRUCTUREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,815,844 shares 1,815,844$90.8M0.95%0Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621,000 shares 621,000$90.4M0.94%newTimeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,471,000 shares; 2025Q1: 2,616,363 shares; 2025Q2: 2,616,363 shares; 2025Q3: 2,616,300 shares 2,616,300$59.4M0.62%-63Timeline
STUBSTUBHUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,000 shares 75,000$1.26M0.01%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ORCLORACLE CORP2,104,859$460Mshares
ANSYS INCANSYS INC712,000$250Mshares
ARMARM HOLDINGS PLC1,306,115$211Mshares
QRVOQORVO INC2,333,650$198Mshares
SNOWSNOWFLAKE INC811,146$182Mshares
CLSCELESTICA INC962,500$150Mshares
DTDYNATRACE INC2,571,767$142Mshares

How Q3 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 0001172661-25-005043 base2025-11-14acceptance time not in the bulk data set