JAJericho Capital Asset Management L.P.
Institutional investor · Portfolio as of Q3 2024
Top Holdings24 positions
NETFLIX INC. | 629,000 | $446.1M | 10.8% | $64.44 | +10.06% | 3 qtrssince 2024-Q1 | Increased 87 |
APPLOVIN CORP | 3.3M | $435M | 10.5% | $58.91 | +121.60% | 4 qtrssince 2023-Q4 | Unchanged 0 |
NVIDIA CORPORATION | 2.7M | $327.5M | 7.9% | $36.12 | +235.30% | 7 qtrssince 2023-Q1 | Increased 65 |
META PLATFORMS INC | 473,858 | $271.3M | 6.5% | $275.27 | +106.60% | 7 qtrssince 2023-Q1 | Decreased 0 |
LIVE NATION ENTERTAINMENT IN | 2.4M | $266.2M | 6.4% | $90.82 | +20.56% | 6 qtrssince 2023-Q2 | Decreased 0 |
NUTANIX INC | 3.8M | $222.6M | 5.4% | $41.73 | +42.00% | 5 qtrssince 2023-Q3 | Decreased 0 |
DOCUSIGN INC | 3.5M | $220.4M | 5.3% | $59.62 | +4.14% | 4 qtrssince 2023-Q4 | Increased 63 |
DYNATRACE INC | 4M | $212.7M | 5.1% | $45.71 | +16.97% | 3 qtrssince 2024-Q1 | Decreased 0 |
AFFIRM HLDGS INC | 4.7M | $190.2M | 4.6% | $40.82 | 0.00% | 1 qtr | New 85 |
DRAFTKINGS INC-CL A | 4.8M | $186.6M | 4.5% | $24.31 | +61.28% | 7 qtrssince 2023-Q1 | Decreased 0 |
WARNER BROS DISCOVERY INC | 22.4M | $184.8M | 4.5% | — | — | 1 qtr | New 85 |
The Trade Desk Inc Cl A | 1.3M | $146.7M | 3.5% | $72.60 | +51.04% | 4 qtrssince 2023-Q4 | Decreased 0 |
LIBERTY MEDIA CORP-C | 1.8M | $141.9M | 3.4% | $71.81 | +7.83% | 4 qtrssince 2023-Q4 | Increased 91 |
SPHERE ENTERTAINMENT CO | 2.8M | $124M | 3.0% | $37.43 | +18.04% | 5 qtrssince 2023-Q3 | Increased 58 |
PALANTIR TECHNOLOGIES INC | 3.2M | $119.9M | 2.9% | $37.20 | +103.31% | 1 qtr | New 79 |
SNAP INC | 10.9M | $117.1M | 2.8% | $10.70 | 0.00% | 1 qtr | New 79 |
MADISON SQUARE GARDEN ENTMT | 2.5M | $104.9M | 2.5% | $33.14 | +28.33% | 5 qtrssince 2023-Q3 | Unchanged 0 |
ARRAY DIGITAL INFRASTRUCTURE | 1.8M | $97.3M | 2.3% | $19.88 | +25.65% | 5 qtrssince 2023-Q3 | Unchanged 0 |
OKTA INC | 1.2M | $89M | 2.1% | $76.46 | +3.06% | 2 qtrssince 2024-Q2 | Increased 84 |
ASML HLDG NV | 91,108 | $75.9M | 1.8% | $937.81 | -27.24% | 3 qtrssince 2024-Q1 | Increased 52 |
Jericho Capital Asset Management L.P. manages $4.1B across 24 positions as of Q3 2024. Top holdings: NFLX (10.8%), APP (10.5%), NVDA (7.9%). Fund DNA: Momentum Trader. HoldingsIntel Score: 3.5/5.0.
Active quarter - 8 new positions, 6 exits, 7 increased. Top move: FWONK (INCREASED, conviction 91). Portfolio: $4.1B across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR