Jericho Capital Asset Management 13F, Q4 2024
Josh Resnick · quarter ending 31 December 2024 · filed 14 February 2025 · SEC CIK 1525234
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
The 25 largest of 29 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| APPLOVIN CORP | APP | $904.70M | 12.9% | -16% shares |
| NETFLIX INC | NFLX | $729.99M | 10.4% | +30% shares |
| DOCUSIGN INC | DOCU | $427.64M | 6.1% | +34% shares |
| LIVE NATION ENTERTAINMENT IN | LYV | $415.45M | 5.9% | +32% shares |
| ISHARES BITCOIN TRUST ETF | IBIT | $378.14M | 5.4% | new |
| META PLATFORMS INC | META | $358.83M | 5.1% | +29% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $337.08M | 4.8% | +99% shares |
| NVIDIA CORPORATION | NVDA | $323.24M | 4.6% | -11% shares |
| AFFIRM HLDGS INC | AFRM | $316.56M | 4.5% | +12% shares |
| TWILIO INC | TWLO | $301.26M | 4.3% | new |
| UBER TECHNOLOGIES INC | UBER | $298.64M | 4.3% | new |
| WARNER BROS DISCOVERY INC | WBD | $236.82M | 3.4% | unchanged |
| DYNATRACE INC | DT | $211.26M | 3.0% | -2% shares |
| DRAFTKINGS INC NEW | DKNG | $195.13M | 2.8% | +10% shares |
| NUTANIX INC | NTNX | $170.98M | 2.4% | -26% shares |
| THE TRADE DESK INC | TTD | $157.26M | 2.3% | unchanged |
| BROADCOM INC | AVGO | $147.39M | 2.1% | new |
| SIX FLAGS ENTERTAINMENT CORP | FUN | $119.08M | 1.7% | new |
| ZOOMINFO TECHNOLOGIES INC | GTM | $116.62M | 1.7% | new |
| UNITED STATES CELLULAR CORP | AD | $113.89M | 1.6% | unchanged |
| SPHERE ENTERTAINMENT CO | SPHR | $113.12M | 1.6% | unchanged |
| RIOT PLATFORMS INC | RIOT | $106.39M | 1.5% | new |
| WYNN RESORTS LTD | WYNN | $101.38M | 1.4% | new |
| MADISON SQUARE GARDEN ENTMT | MSGE | $97.32M | 1.4% | +11% shares |
| NU HLDGS LTD | $92.19M | 1.3% | new |
What changed since Q3 2024
Against the Q3 2024 filing, Jericho Capital Asset Management opened 11 new positions, added to 9, 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.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-001193, 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.