Jericho Capital Asset Management 13F, Q3 2024
Josh Resnick · quarter ending 30 September 2024 · filed 14 November 2024 · SEC CIK 1525234
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2024
Weights are against the whole filed book. Changes are in shares held, against the Q2 2024 filing.
| Company | Ticker | Value | % of book | vs Q2 2024 |
|---|---|---|---|---|
| NETFLIX INC | NFLX | $446.13M | 10.8% | +57% shares |
| APPLOVIN CORP | APP | $434.97M | 10.5% | unchanged |
| NVIDIA CORPORATION | NVDA | $327.53M | 7.9% | +6% shares |
| META PLATFORMS INC | META | $271.26M | 6.5% | -8% shares |
| LIVE NATION ENTERTAINMENT IN | LYV | $266.17M | 6.4% | -2% shares |
| NUTANIX INC | NTNX | $222.60M | 5.4% | -6% shares |
| DOCUSIGN INC | DOCU | $220.37M | 5.3% | +4% shares |
| DYNATRACE INC | DT | $212.67M | 5.1% | -21% shares |
| AFFIRM HLDGS INC | AFRM | $190.19M | 4.6% | new |
| DRAFTKINGS INC NEW | DKNG | $186.62M | 4.5% | unchanged |
| WARNER BROS DISCOVERY INC | WBD | $184.84M | 4.5% | new |
| THE TRADE DESK INC | TTD | $146.71M | 3.5% | -45% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $141.89M | 3.4% | +150% shares |
| SPHERE ENTERTAINMENT CO | SPHR | $123.95M | 3.0% | +10% shares |
| PALANTIR TECHNOLOGIES INC | PLTR | $119.93M | 2.9% | new |
| SNAP INC | SNAP | $117.13M | 2.8% | new |
| MADISON SQUARE GARDEN ENTMT | MSGE | $104.87M | 2.5% | unchanged |
| UNITED STATES CELLULAR CORP | AD | $97.32M | 2.4% | unchanged |
| OKTA INC | OKTA | $89.02M | 2.1% | +808% shares |
| ASML HOLDING N V | $75.92M | 1.8% | +10% shares | |
| JFROG LTD | $72.68M | 1.8% | new | |
| CONFLUENT INC | 8QR | $51.79M | 1.3% | new |
| ENDEAVOR GROUP HLDGS INC | $32.03M | 0.8% | new | |
| LINEAGE INC | LINE | $9.80M | 0.2% | new |
What changed since Q2 2024
Against the Q2 2024 filing, Jericho Capital Asset Management opened 8 new positions, added to 7, trimmed 5, left 4 unchanged and exited 6. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
Exited
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-24-005214, 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.