Filed: 11/14/2025ACC: 0001172661-25-005043
📋 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 $9.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$9.61B
Total AUM (reported)
140.25M
Total Shares
Allocation by class
COM$3.17B33.0%
COM CL A$2.08B21.7%
CL A$1.36B14.1%
COM SER A$685.41M7.1%
CAP STK CL A$652.48M6.8%
SHS CLASS A$517.28M5.4%
COM LBTY ONE S C$402.59M4.2%
Portfolio Concentration
Top 3$2.84B29.6%
4–10$3.11B32.4%
11–25$3.32B34.5%
Rest$337.88M3.5%
Top 3 weight
29.6%
Top 10 weight
62.0%
Voting Authority Distribution
Total shares with voting rights: 140.25M
Sole
Full voting authority
140.25M
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$1.51B
15.67%
Sole
2.10M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares35.10M
TypeSH
Market value$685.41M
7.13%
Sole
35.10M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.68M
TypeSH
Market value$652.48M
6.79%
Sole
2.68M
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares4.61M
TypeSH
Market value$517.28M
5.38%
Sole
4.61M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.62M
TypeSH
Market value$488.66M
5.09%
Sole
2.62M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares2.90M
TypeSH
Market value$473.40M
4.93%
Sole
2.90M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares1.38M
TypeSH
Market value$427.87M
4.45%
Sole
1.38M
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
SOLEShares16.97M
TypeSH
Market value$416.90M
4.34%
Sole
16.97M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares3.85M
TypeSH
Market value$402.59M
4.19%
Sole
3.85M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares521.86K
TypeSH
Market value$383.24M
3.99%
Sole
521.86K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares4.75M
TypeSH
Market value$342.77M
3.57%
Sole
4.75M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares3.15M
TypeSH
Market value$308.61M
3.21%
Sole
3.15M
Shared
0.00
None
0.00
CIENA CORP
SOLEShares1.98M
TypeSH
Market value$288.86M
3.01%
Sole
1.98M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares239K
TypeSH
Market value$286.54M
2.98%
Sole
239K
Shared
0.00
None
0.00
INTUIT
SOLEShares391K
TypeSH
Market value$267.02M
2.78%
Sole
391K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares3.35M
TypeSH
Market value$244.84M
2.55%
Sole
3.35M
Shared
0.00
None
0.00
UPSTART HLDGS INC
SOLEShares4.48M
TypeSH
Market value$227.63M
2.37%
Sole
4.48M
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares11.70M
TypeSH
Market value$209.89M
2.18%
Sole
11.70M
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares4.07M
TypeSH
Market value$199.32M
2.07%
Sole
4.07M
Shared
0.00
None
0.00
TWILIO INC
SOLEShares1.97M
TypeSH
Market value$197.28M
2.05%
Sole
1.97M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares2.44M
TypeSH
Market value$181.62M
1.89%
Sole
2.44M
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
SOLEShares2.71M
TypeSH
Market value$168.07M
1.75%
Sole
2.71M
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares8.27M
TypeSH
Market value$163.67M
1.70%
Sole
8.27M
Shared
0.00
None
0.00
MADISON SQUARE GARDEN ENTMT
SOLEShares2.89M
TypeSH
Market value$130.55M
1.36%
Sole
2.89M
Shared
0.00
None
0.00
AMBARELLA INC
SOLEShares1.21M
TypeSH
Market value$100.13M
1.04%
Sole
1.21M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 2.10M | SH | $1.51B 15.67% | 2.10M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 35.10M | SH | $685.41M 7.13% | 35.10M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.68M | SH | $652.48M 6.79% | 2.68M | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 4.61M | SH | $517.28M 5.38% | 4.61M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.62M | SH | $488.66M 5.09% | 2.62M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 2.90M | SH | $473.40M 4.93% | 2.90M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 1.38M | SH | $427.87M 4.45% | 1.38M | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 16.97M | SH | $416.90M 4.34% | 16.97M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 3.85M | SH | $402.59M 4.19% | 3.85M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 521.86K | SH | $383.24M 3.99% | 521.86K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 4.75M | SH | $342.77M 3.57% | 4.75M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 3.15M | SH | $308.61M 3.21% | 3.15M | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 1.98M | SH | $288.86M 3.01% | 1.98M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 239K | SH | $286.54M 2.98% | 239K | 0.00 | 0.00 |
INTUITSOLE | COM | 391K | SH | $267.02M 2.78% | 391K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 3.35M | SH | $244.84M 2.55% | 3.35M | 0.00 | 0.00 |
UPSTART HLDGS INCSOLE | COM | 4.48M | SH | $227.63M 2.37% | 4.48M | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 11.70M | SH | $209.89M 2.18% | 11.70M | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 4.07M | SH | $199.32M 2.07% | 4.07M | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 1.97M | SH | $197.28M 2.05% | 1.97M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 2.44M | SH | $181.62M 1.89% | 2.44M | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 2.71M | SH | $168.07M 1.75% | 2.71M | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 8.27M | SH | $163.67M 1.70% | 8.27M | 0.00 | 0.00 |
MADISON SQUARE GARDEN ENTMTSOLE | COM CL A | 2.89M | SH | $130.55M 1.36% | 2.89M | 0.00 | 0.00 |
AMBARELLA INCSOLE | SHS | 1.21M | SH | $100.13M 1.04% | 1.21M | 0.00 | 0.00 |
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