The Analysis of Jericho Capital Asset Management L.P.'s Holdings
Currently, Jericho Capital Asset Management L.P. holds 30 types of securities in its portfolio with a total value $9.6B. In the most recent quarter, they have increased their positions in GOOGL (+2.7M shares, valued at $652.5M), HPE (+17.0M shares, valued at $416.9M), WBD (+18.3M shares, valued at $357.2M); decreased their positions in NFLX (-153.0K shares, valued at $183.4M), UBER (-1.1M shares, valued at $105.0M), TWLO (-888.4K shares, valued at $88.9M); initiated new positions in GOOGL (+2.7M shares, valued at $652.5M), HPE (+17.0M shares, valued at $416.9M), INTU (+391.0K shares, valued at $267.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
APP APPLOVIN CORP2.1M shares0.00%2025-09-302025-11-14
WBD WARNER BROS DISCOVERY INC35.1M shares108.86%2025-09-302025-11-14 GOOGL ALPHABET INC2.7M sharesnew addition2025-09-302025-11-14 NBIS NEBIUS GROUP N.V.4.6M shares55.71%2025-09-302025-11-14 NVDA NVIDIA CORPORATION2.6M shares0.00%2025-09-302025-11-14 LYV LIVE NATION ENTERTAINMENT IN2.9M shares0.00%2025-09-302025-11-14 MDB MONGODB INC1.4M shares162.08%2025-09-302025-11-14 HPE HEWLETT PACKARD ENTERPRISE C17.0M sharesnew addition2025-09-302025-11-14 FWONK LIBERTY MEDIA CORP DEL3.9M shares0.00%2025-09-302025-11-14 META META PLATFORMS INC521.9K shares31.17%2025-09-302025-11-14 DOCU DOCUSIGN INC4.8M shares0.00%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC3.1M shares-25.39%2025-09-302025-11-14 CIEN CIENA CORP2.0M shares48.54%2025-09-302025-11-14 NFLX NETFLIX INC239.0K shares-39.03%2025-09-302025-11-14 INTU INTUIT391.0K sharesnew addition2025-09-302025-11-14 AFRM AFFIRM HLDGS INC3.4M shares-8.51%2025-09-302025-11-14 UPST UPSTART HLDGS INC4.5M shares22.63%2025-09-302025-11-14 CORZ CORE SCIENTIFIC INC NEW11.7M sharesnew addition2025-09-302025-11-14 TTD THE TRADE DESK INC4.1M shares86.30%2025-09-302025-11-14 TWLO TWILIO INC2.0M shares-31.07%2025-09-302025-11-14 NTNX NUTANIX INC2.4M shares0.00%2025-09-302025-11-14 SPHR SPHERE ENTERTAINMENT CO2.7M shares-3.56%2025-09-302025-11-14 CFLT CONFLUENT INC8.3M sharesnew addition2025-09-302025-11-14 MSGE MADISON SQUARE GARDEN ENTMT2.9M shares0.00%2025-09-302025-11-14 AMBA AMBARELLA INC1.2M shares10.46%2025-09-302025-11-14 GTM ZOOMINFO TECHNOLOGIES INC8.8M shares16.84%2025-09-302025-11-14 AD ARRAY DIGITAL INFRASTRUCTURE1.8M shares0.00%2025-09-302025-11-14 CRDO CREDO TECHNOLOGY GROUP HOLDI621.0K sharesnew addition2025-09-302025-11-14 FUN SIX FLAGS ENTERTAINMENT CORP2.6M shares-0.00%2025-09-302025-11-14 STUB STUBHUB HLDGS INC75.0K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available