Filed: 2/14/2025ACC: 0001172661-25-001193
📋 What this filing means
JERICHO CAPITAL ASSET MANAGEMENT L.P. filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $7.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$7.00B
Total AUM (reported)
130.27M
Total Shares
Allocation by class
COM$2.86B40.8%
COM CL A$1.67B23.9%
CL A$1.02B14.5%
SHS BEN INT$378.14M5.4%
COM LBTY ONE S C$337.08M4.8%
COM SER A$236.82M3.4%
COM NEW$211.26M3.0%
Portfolio Concentration
Top 3$2.06B29.5%
4–10$2.43B34.7%
11–25$2.28B32.5%
Rest$231.94M3.3%
Top 3 weight
29.5%
Top 10 weight
64.2%
Voting Authority Distribution
Total shares with voting rights: 130.27M
Sole
Full voting authority
130.27M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
APPLOVIN CORP
SOLEShares2.79M
TypeSH
Market value$904.70M
12.92%
Sole
2.79M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares819K
TypeSH
Market value$729.99M
10.43%
Sole
819K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares4.75M
TypeSH
Market value$427.64M
6.11%
Sole
4.75M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares3.21M
TypeSH
Market value$415.45M
5.93%
Sole
3.21M
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares7.13M
TypeSH
Market value$378.14M
5.40%
Sole
7.13M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares612.86K
TypeSH
Market value$358.83M
5.12%
Sole
612.86K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares3.64M
TypeSH
Market value$337.08M
4.81%
Sole
3.64M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.41M
TypeSH
Market value$323.24M
4.62%
Sole
2.41M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares5.20M
TypeSH
Market value$316.56M
4.52%
Sole
5.20M
Shared
0.00
None
0.00
TWILIO INC
SOLEShares2.79M
TypeSH
Market value$301.26M
4.30%
Sole
2.79M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares4.95M
TypeSH
Market value$298.64M
4.26%
Sole
4.95M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares22.40M
TypeSH
Market value$236.82M
3.38%
Sole
22.40M
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares3.89M
TypeSH
Market value$211.26M
3.02%
Sole
3.89M
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares5.25M
TypeSH
Market value$195.13M
2.79%
Sole
5.25M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares2.79M
TypeSH
Market value$170.98M
2.44%
Sole
2.79M
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares1.34M
TypeSH
Market value$157.26M
2.25%
Sole
1.34M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares635.73K
TypeSH
Market value$147.39M
2.10%
Sole
635.73K
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares2.47M
TypeSH
Market value$119.08M
1.70%
Sole
2.47M
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares11.10M
TypeSH
Market value$116.62M
1.67%
Sole
11.10M
Shared
0.00
None
0.00
UNITED STATES CELLULAR CORP
SOLEShares1.82M
TypeSH
Market value$113.89M
1.63%
Sole
1.82M
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
SOLEShares2.81M
TypeSH
Market value$113.12M
1.62%
Sole
2.81M
Shared
0.00
None
0.00
RIOT PLATFORMS INC
SOLEShares10.42M
TypeSH
Market value$106.39M
1.52%
Sole
10.42M
Shared
0.00
None
0.00
WYNN RESORTS LTD
SOLEShares1.18M
TypeSH
Market value$101.38M
1.45%
Sole
1.18M
Shared
0.00
None
0.00
MADISON SQUARE GARDEN ENTMT
SOLEShares2.73M
TypeSH
Market value$97.32M
1.39%
Sole
2.73M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares8.90M
TypeSH
Market value$92.19M
1.32%
Sole
8.90M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 2.79M | SH | $904.70M 12.92% | 2.79M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 819K | SH | $729.99M 10.43% | 819K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 4.75M | SH | $427.64M 6.11% | 4.75M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 3.21M | SH | $415.45M 5.93% | 3.21M | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 7.13M | SH | $378.14M 5.40% | 7.13M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 612.86K | SH | $358.83M 5.12% | 612.86K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 3.64M | SH | $337.08M 4.81% | 3.64M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.41M | SH | $323.24M 4.62% | 2.41M | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 5.20M | SH | $316.56M 4.52% | 5.20M | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 2.79M | SH | $301.26M 4.30% | 2.79M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 4.95M | SH | $298.64M 4.26% | 4.95M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 22.40M | SH | $236.82M 3.38% | 22.40M | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 3.89M | SH | $211.26M 3.02% | 3.89M | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 5.25M | SH | $195.13M 2.79% | 5.25M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 2.79M | SH | $170.98M 2.44% | 2.79M | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 1.34M | SH | $157.26M 2.25% | 1.34M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 635.73K | SH | $147.39M 2.10% | 635.73K | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 2.47M | SH | $119.08M 1.70% | 2.47M | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 11.10M | SH | $116.62M 1.67% | 11.10M | 0.00 | 0.00 |
UNITED STATES CELLULAR CORPSOLE | COM | 1.82M | SH | $113.89M 1.63% | 1.82M | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 2.81M | SH | $113.12M 1.62% | 2.81M | 0.00 | 0.00 |
RIOT PLATFORMS INCSOLE | COM | 10.42M | SH | $106.39M 1.52% | 10.42M | 0.00 | 0.00 |
WYNN RESORTS LTDSOLE | COM | 1.18M | SH | $101.38M 1.45% | 1.18M | 0.00 | 0.00 |
MADISON SQUARE GARDEN ENTMTSOLE | COM CL A | 2.73M | SH | $97.32M 1.39% | 2.73M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 8.90M | SH | $92.19M 1.32% | 8.90M | 0.00 | 0.00 |
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