Filed: 5/15/2025ACC: 0001172661-25-002335
📋 What this filing means
JERICHO CAPITAL ASSET MANAGEMENT L.P. filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $5.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$5.50B
Total AUM (reported)
89.46M
Total Shares
Allocation by class
COM$2.50B45.6%
COM CL A$1.15B20.9%
CL A$1.09B19.8%
COM LBTY ONE S C$265.69M4.8%
COM SER A$240.40M4.4%
COM NEW$119.18M2.2%
COMMON STOCK$75.27M1.4%
Portfolio Concentration
Top 3$1.69B30.8%
4–10$2.14B38.9%
11–25$1.67B30.3%
Top 3 weight
30.8%
Top 10 weight
69.7%
Voting Authority Distribution
Total shares with voting rights: 89.46M
Sole
Full voting authority
89.46M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
APPLOVIN CORP
SOLEShares2.79M
TypeSH
Market value$740.26M
13.47%
Sole
2.79M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares579K
TypeSH
Market value$539.93M
9.82%
Sole
579K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares5.63M
TypeSH
Market value$410.17M
7.46%
Sole
5.63M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares3.14M
TypeSH
Market value$410.16M
7.46%
Sole
3.14M
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares4.75M
TypeSH
Market value$387.04M
7.04%
Sole
4.75M
Shared
0.00
None
0.00
TWILIO INC
SOLEShares3.28M
TypeSH
Market value$321.18M
5.84%
Sole
3.28M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares4.10M
TypeSH
Market value$286.43M
5.21%
Sole
4.10M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares2.95M
TypeSH
Market value$265.69M
4.83%
Sole
2.95M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares22.40M
TypeSH
Market value$240.40M
4.37%
Sole
22.40M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares397.86K
TypeSH
Market value$229.31M
4.17%
Sole
397.86K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares5.06M
TypeSH
Market value$228.53M
4.16%
Sole
5.06M
Shared
0.00
None
0.00
JUNIPER NETWORKS INC
SOLEShares5.64M
TypeSH
Market value$204.17M
3.71%
Sole
5.64M
Shared
0.00
None
0.00
QORVO INC
SOLEShares2.33M
TypeSH
Market value$168.98M
3.07%
Sole
2.33M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.53M
TypeSH
Market value$165.50M
3.01%
Sole
1.53M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares921K
TypeSH
Market value$161.54M
2.94%
Sole
921K
Shared
0.00
None
0.00
UNITED STATES CELLULAR CORP
SOLEShares1.82M
TypeSH
Market value$125.57M
2.28%
Sole
1.82M
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares2.53M
TypeSH
Market value$119.18M
2.17%
Sole
2.53M
Shared
0.00
None
0.00
MADISON SQUARE GARDEN ENTMT
SOLEShares2.89M
TypeSH
Market value$94.48M
1.72%
Sole
2.89M
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares2.62M
TypeSH
Market value$93.33M
1.70%
Sole
2.62M
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
SOLEShares2.81M
TypeSH
Market value$91.80M
1.67%
Sole
2.81M
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares1.58M
TypeSH
Market value$86.51M
1.57%
Sole
1.58M
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares7.53M
TypeSH
Market value$75.27M
1.37%
Sole
7.53M
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares2.18M
TypeSH
Market value$51.12M
0.93%
Sole
2.18M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 2.79M | SH | $740.26M 13.47% | 2.79M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 579K | SH | $539.93M 9.82% | 579K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 5.63M | SH | $410.17M 7.46% | 5.63M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 3.14M | SH | $410.16M 7.46% | 3.14M | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 4.75M | SH | $387.04M 7.04% | 4.75M | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 3.28M | SH | $321.18M 5.84% | 3.28M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 4.10M | SH | $286.43M 5.21% | 4.10M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 2.95M | SH | $265.69M 4.83% | 2.95M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 22.40M | SH | $240.40M 4.37% | 22.40M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 397.86K | SH | $229.31M 4.17% | 397.86K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 5.06M | SH | $228.53M 4.16% | 5.06M | 0.00 | 0.00 |
JUNIPER NETWORKS INCSOLE | COM | 5.64M | SH | $204.17M 3.71% | 5.64M | 0.00 | 0.00 |
QORVO INCSOLE | COM | 2.33M | SH | $168.98M 3.07% | 2.33M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.53M | SH | $165.50M 3.01% | 1.53M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 921K | SH | $161.54M 2.94% | 921K | 0.00 | 0.00 |
UNITED STATES CELLULAR CORPSOLE | COM | 1.82M | SH | $125.57M 2.28% | 1.82M | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 2.53M | SH | $119.18M 2.17% | 2.53M | 0.00 | 0.00 |
MADISON SQUARE GARDEN ENTMTSOLE | COM CL A | 2.89M | SH | $94.48M 1.72% | 2.89M | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 2.62M | SH | $93.33M 1.70% | 2.62M | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 2.81M | SH | $91.80M 1.67% | 2.81M | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 1.58M | SH | $86.51M 1.57% | 1.58M | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 7.53M | SH | $75.27M 1.37% | 7.53M | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 2.18M | SH | $51.12M 0.93% | 2.18M | 0.00 | 0.00 |