Jericho Capital Asset Management 13F, Q3 2025
Josh Resnick · quarter ending 30 September 2025 · filed 14 November 2025 · SEC CIK 1525234
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
The 25 largest of 30 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| APPLOVIN CORP | APP | $1.51B | 15.7% | unchanged |
| WARNER BROS DISCOVERY INC | WBD | $685.41M | 7.1% | +109% shares |
| ALPHABET INC | GOOGL | $652.48M | 6.8% | new |
| NEBIUS GROUP N.V. | $517.28M | 5.4% | +56% shares | |
| NVIDIA CORPORATION | NVDA | $488.66M | 5.1% | unchanged |
| LIVE NATION ENTERTAINMENT IN | LYV | $473.40M | 4.9% | unchanged |
| MONGODB INC | MDB | $427.87M | 4.5% | +162% shares |
| HEWLETT PACKARD ENTERPRISE C | HPE | $416.90M | 4.3% | new |
| LIBERTY MEDIA CORP DEL | FWONK | $402.59M | 4.2% | unchanged |
| META PLATFORMS INC | META | $383.24M | 4.0% | +31% shares |
| DOCUSIGN INC | DOCU | $342.77M | 3.6% | unchanged |
| UBER TECHNOLOGIES INC | UBER | $308.61M | 3.2% | -25% shares |
| CIENA CORP | CIEN | $288.86M | 3.0% | +49% shares |
| NETFLIX INC | NFLX | $286.54M | 3.0% | -39% shares |
| INTUIT | INTU | $267.02M | 2.8% | new |
| AFFIRM HLDGS INC | AFRM | $244.84M | 2.5% | -9% shares |
| UPSTART HLDGS INC | UPST | $227.63M | 2.4% | +23% shares |
| CORE SCIENTIFIC INC NEW | CORZ | $209.89M | 2.2% | new |
| THE TRADE DESK INC | TTD | $199.32M | 2.1% | +86% shares |
| TWILIO INC | TWLO | $197.28M | 2.0% | -31% shares |
| NUTANIX INC | NTNX | $181.62M | 1.9% | unchanged |
| SPHERE ENTERTAINMENT CO | SPHR | $168.07M | 1.8% | -4% shares |
| CONFLUENT INC | 8QR | $163.67M | 1.7% | new |
| MADISON SQUARE GARDEN ENTMT | MSGE | $130.55M | 1.4% | unchanged |
| AMBARELLA INC | $100.13M | 1.0% | +11% shares |
What changed since Q2 2025
Against the Q2 2025 filing, Jericho Capital Asset Management opened 7 new positions, added to 9, trimmed 5, left 9 unchanged and exited 7. 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 0001172661-25-005043, 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.