Filed: 8/14/2025ACC: 0001172661-25-003480
📋 What this filing means
JERICHO CAPITAL ASSET MANAGEMENT L.P. filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $7.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$7.51B
Total AUM (reported)
87.21M
Total Shares
Allocation by class
COM$3.63B48.4%
COM CL A$1.26B16.8%
CL A$1.25B16.6%
COM LBTY ONE S C$402.78M5.4%
COM NEW$250.56M3.3%
SPONSORED ADS$211.25M2.8%
COM SER A$192.57M2.6%
Portfolio Concentration
Top 3$1.72B22.9%
4–10$2.67B35.5%
11–25$2.67B35.6%
Rest$447.39M6.0%
Top 3 weight
22.9%
Top 10 weight
58.4%
Voting Authority Distribution
Total shares with voting rights: 87.21M
Sole
Full voting authority
87.21M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
APPLOVIN CORP
SOLEShares2.10M
TypeSH
Market value$733.53M
9.77%
Sole
2.10M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares392K
TypeSH
Market value$524.94M
6.99%
Sole
392K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares2.10M
TypeSH
Market value$460.19M
6.13%
Sole
2.10M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares2.90M
TypeSH
Market value$438.28M
5.84%
Sole
2.90M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.62M
TypeSH
Market value$413.78M
5.51%
Sole
2.62M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares3.85M
TypeSH
Market value$402.78M
5.37%
Sole
3.85M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares4.22M
TypeSH
Market value$393.93M
5.25%
Sole
4.22M
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares4.75M
TypeSH
Market value$370.35M
4.93%
Sole
4.75M
Shared
0.00
None
0.00
TWILIO INC
SOLEShares2.86M
TypeSH
Market value$355.59M
4.74%
Sole
2.86M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares397.86K
TypeSH
Market value$293.66M
3.91%
Sole
397.86K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares3.66M
TypeSH
Market value$253.19M
3.37%
Sole
3.66M
Shared
0.00
None
0.00
ANSYS INC
SOLEShares712K
TypeSH
Market value$250.07M
3.33%
Sole
712K
Shared
0.00
None
0.00
UPSTART HLDGS INC
SOLEShares3.65M
TypeSH
Market value$236.33M
3.15%
Sole
3.65M
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares1.31M
TypeSH
Market value$211.25M
2.81%
Sole
1.31M
Shared
0.00
None
0.00
QORVO INC
SOLEShares2.33M
TypeSH
Market value$198.15M
2.64%
Sole
2.33M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares16.80M
TypeSH
Market value$192.57M
2.57%
Sole
16.80M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares2.44M
TypeSH
Market value$186.63M
2.49%
Sole
2.44M
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares811.15K
TypeSH
Market value$181.51M
2.42%
Sole
811.15K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares2.96M
TypeSH
Market value$163.72M
2.18%
Sole
2.96M
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares2.18M
TypeSH
Market value$157.15M
2.09%
Sole
2.18M
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares962.50K
TypeSH
Market value$150.26M
2.00%
Sole
962.50K
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares2.57M
TypeSH
Market value$141.99M
1.89%
Sole
2.57M
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
SOLEShares2.81M
TypeSH
Market value$117.27M
1.56%
Sole
2.81M
Shared
0.00
None
0.00
UNITED STATES CELLULAR CORP
SOLEShares1.82M
TypeSH
Market value$116.16M
1.55%
Sole
1.82M
Shared
0.00
None
0.00
MADISON SQUARE GARDEN ENTMT
SOLEShares2.89M
TypeSH
Market value$115.34M
1.54%
Sole
2.89M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 2.10M | SH | $733.53M 9.77% | 2.10M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 392K | SH | $524.94M 6.99% | 392K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 2.10M | SH | $460.19M 6.13% | 2.10M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 2.90M | SH | $438.28M 5.84% | 2.90M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.62M | SH | $413.78M 5.51% | 2.62M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 3.85M | SH | $402.78M 5.37% | 3.85M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 4.22M | SH | $393.93M 5.25% | 4.22M | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 4.75M | SH | $370.35M 4.93% | 4.75M | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 2.86M | SH | $355.59M 4.74% | 2.86M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 397.86K | SH | $293.66M 3.91% | 397.86K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 3.66M | SH | $253.19M 3.37% | 3.66M | 0.00 | 0.00 |
ANSYS INCSOLE | COM | 712K | SH | $250.07M 3.33% | 712K | 0.00 | 0.00 |
UPSTART HLDGS INCSOLE | COM | 3.65M | SH | $236.33M 3.15% | 3.65M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 1.31M | SH | $211.25M 2.81% | 1.31M | 0.00 | 0.00 |
QORVO INCSOLE | COM | 2.33M | SH | $198.15M 2.64% | 2.33M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 16.80M | SH | $192.57M 2.57% | 16.80M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 2.44M | SH | $186.63M 2.49% | 2.44M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 811.15K | SH | $181.51M 2.42% | 811.15K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 2.96M | SH | $163.72M 2.18% | 2.96M | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 2.18M | SH | $157.15M 2.09% | 2.18M | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 962.50K | SH | $150.26M 2.00% | 962.50K | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 2.57M | SH | $141.99M 1.89% | 2.57M | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 2.81M | SH | $117.27M 1.56% | 2.81M | 0.00 | 0.00 |
UNITED STATES CELLULAR CORPSOLE | COM | 1.82M | SH | $116.16M 1.55% | 1.82M | 0.00 | 0.00 |
MADISON SQUARE GARDEN ENTMTSOLE | COM CL A | 2.89M | SH | $115.34M 1.54% | 2.89M | 0.00 | 0.00 |
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