Jericho Capital Asset Management 13F, Q1 2025
Josh Resnick · quarter ending 31 March 2025 · filed 15 May 2025 · SEC CIK 1525234
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| APPLOVIN CORP | APP | $740.26M | 13.5% | unchanged |
| NETFLIX INC | NFLX | $539.93M | 9.8% | -29% shares |
| UBER TECHNOLOGIES INC | UBER | $410.17M | 7.5% | +14% shares |
| LIVE NATION ENTERTAINMENT IN | LYV | $410.16M | 7.5% | -2% shares |
| DOCUSIGN INC | DOCU | $387.04M | 7.0% | unchanged |
| TWILIO INC | TWLO | $321.18M | 5.8% | +18% shares |
| NUTANIX INC | NTNX | $286.43M | 5.2% | +47% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $265.69M | 4.8% | -19% shares |
| WARNER BROS DISCOVERY INC | WBD | $240.40M | 4.4% | unchanged |
| META PLATFORMS INC | META | $229.31M | 4.2% | -35% shares |
| AFFIRM HLDGS INC | AFRM | $228.53M | 4.2% | -3% shares |
| JUNIPER NETWORKS INC | $204.17M | 3.7% | new | |
| QORVO INC | QRVO | $168.98M | 3.1% | new |
| NVIDIA CORPORATION | NVDA | $165.50M | 3.0% | -37% shares |
| MONGODB INC | MDB | $161.54M | 2.9% | new |
| UNITED STATES CELLULAR CORP | AD | $125.57M | 2.3% | unchanged |
| DYNATRACE INC | DT | $119.18M | 2.2% | -35% shares |
| MADISON SQUARE GARDEN ENTMT | MSGE | $94.48M | 1.7% | +6% shares |
| SIX FLAGS ENTERTAINMENT CORP | FUN | $93.33M | 1.7% | +6% shares |
| SPHERE ENTERTAINMENT CO | SPHR | $91.80M | 1.7% | unchanged |
| THE TRADE DESK INC | TTD | $86.51M | 1.6% | +18% shares |
| ZOOMINFO TECHNOLOGIES INC | GTM | $75.27M | 1.4% | -32% shares |
| CONFLUENT INC | 8QR | $51.12M | 0.9% | -27% shares |
What changed since Q4 2024
Against the Q4 2024 filing, Jericho Capital Asset Management opened 3 new positions, added to 6, trimmed 9, left 5 unchanged and exited 9. 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 0001172661-25-002335, 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.