Jericho Capital Asset Management 13F, Q2 2024
Josh Resnick · quarter ending 30 June 2024 · filed 14 August 2024 · SEC CIK 1525234
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2024
Weights are against the whole filed book. Changes are in shares held, against the Q1 2024 filing.
| Company | Ticker | Value | % of book | vs Q1 2024 |
|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $313.89M | 9.4% | +900% shares |
| APPLOVIN CORP | APP | $277.27M | 8.3% | -14% shares |
| NETFLIX INC | NFLX | $269.95M | 8.1% | -35% shares |
| META PLATFORMS INC | META | $258.59M | 7.8% | +11% shares |
| THE TRADE DESK INC | TTD | $236.30M | 7.1% | unchanged |
| LIVE NATION ENTERTAINMENT IN | LYV | $232.77M | 7.0% | +85% shares |
| NUTANIX INC | NTNX | $226.77M | 6.8% | unchanged |
| DYNATRACE INC | DT | $225.51M | 6.8% | +75% shares |
| DRAFTKINGS INC NEW | DKNG | $184.91M | 5.6% | -3% shares |
| DOCUSIGN INC | DOCU | $182.86M | 5.5% | unchanged |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $170.18M | 5.1% | new |
| UNITED STATES CELLULAR CORP | AD | $99.40M | 3.0% | +12% shares |
| SPHERE ENTERTAINMENT CO | SPHR | $89.15M | 2.7% | unchanged |
| ASML HOLDING N V | $84.89M | 2.5% | -29% shares | |
| MADISON SQUARE GARDEN ENTMT | MSGE | $84.40M | 2.5% | unchanged |
| SHARKNINJA INC | $75.17M | 2.3% | unchanged | |
| INFORMATICA INC | $67.47M | 2.0% | +47% shares | |
| ROBINHOOD MKTS INC | HOOD | $63.45M | 1.9% | new |
| DOUBLEVERIFY HLDGS INC | DV | $59.50M | 1.8% | +101% shares |
| NU HLDGS LTD | $56.57M | 1.7% | new | |
| LIBERTY MEDIA CORP DEL | FWONK | $52.70M | 1.6% | -57% shares |
| OKTA INC | OKTA | $12.34M | 0.4% | new |
What changed since Q1 2024
Against the Q1 2024 filing, Jericho Capital Asset Management opened 4 new positions, added to 7, trimmed 5, left 6 unchanged and exited 10. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-24-003524, filed by Jericho Capital Asset Management L.P.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.