Jericho Capital Asset Management L.P. Top Holdings and 13F Report (2024) → This military-backed stock “owns” AI market (From Porter & Company) (Ad) About Jericho Capital Asset Management L.P.Investment ActivityJericho Capital Asset Management L.P. has $3.75 billion in total holdings as of March 31, 2024.Jericho Capital Asset Management L.P. owns shares of 28 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 43.24% of the portfolio was purchased this quarter.About 43.42% of the portfolio was sold this quarter.This quarter, Jericho Capital Asset Management L.P. has purchased 27 new stocks and bought additional shares in 11 stocks.Jericho Capital Asset Management L.P. sold shares of 5 stocks and completely divested from 10 stocks this quarter.Largest Holdings Netflix $372,293,290APPLOVIN CORP $269,305,048Nutanix $246,196,328NVIDIA $229,575,621DraftKings $226,829,898 Largest New Holdings this Quarter Netflix $372,293,290 HoldingElectronic Arts $189,054,750 HoldingDynatrace $133,700,760 HoldingASML $113,544,990 HoldingBroadcom $111,334,440 Holding Largest Purchases this Quarter Netflix 613,000 shares (about $372.29M)Electronic Arts 1,425,000 shares (about $189.05M)APPLOVIN CORP 2,525,240 shares (about $174.80M)DocuSign 2,597,489 shares (about $154.68M)Dynatrace 2,879,000 shares (about $133.70M) Largest Sales this Quarter Meta Platforms 286,000 shares (about $138.88M)NVIDIA 65,000 shares (about $58.73M)Cadence Design Systems 104,309 shares (about $32.47M)Live Nation Entertainment 160,000 shares (about $16.92M)DraftKings 4,847 shares (about $220.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJericho Capital Asset Management L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNFLXNetflix$372,293,290$372,293,290 ▲New Holding613,0009.9%Consumer DiscretionaryAPPLOVIN CORP$269,305,048$174,797,113 ▲185.0%3,890,5677.2%COM CL ANTNXNutanix$246,196,328$28,514,640 ▲13.1%3,988,9236.6%Computer and TechnologyNVDANVIDIA$229,575,621$58,731,400 ▼-20.4%254,0796.1%Computer and TechnologyDKNGDraftKings$226,829,898$220,102 ▼-0.1%4,995,1536.1%Consumer DiscretionaryMETAMeta Platforms$224,754,588$138,875,880 ▼-38.2%462,8586.0%Computer and TechnologyTTDTrade Desk$211,500,014$8,742,000 ▲4.3%2,419,3555.6%Computer and TechnologyDOCUDocuSign$203,536,421$154,680,470 ▲316.6%3,417,9085.4%Business ServicesEAElectronic Arts$189,054,750$189,054,750 ▲New Holding1,425,0005.0%Consumer DiscretionaryLYVLive Nation Entertainment$141,731,800$16,923,200 ▼-10.7%1,340,0003.8%Consumer DiscretionaryCDNSCadence Design Systems$133,770,401$32,469,306 ▼-19.5%429,7433.6%Computer and TechnologyDTDynatrace$133,700,760$133,700,760 ▲New Holding2,879,0003.6%Computer and TechnologySPHRSphere Entertainment$124,803,814$5,234,431 ▲4.4%2,542,8653.3%Consumer DiscretionaryRBLXRoblox$120,140,471$6,208,488 ▲5.4%3,146,6863.2%Consumer DiscretionaryASMLASML$113,544,990$113,544,990 ▲New Holding117,0003.0%Computer and TechnologyFWONKFormula One Group$112,537,653$11,776,053 ▲11.7%1,715,5133.0%Consumer DiscretionaryAVGOBroadcom$111,334,440$111,334,440 ▲New Holding84,0003.0%Computer and TechnologyCRMSalesforce$106,015,360$34,033,340 ▲47.3%352,0002.8%Computer and TechnologyMSGEMadison Square Garden Entertainment$96,681,038$6,352,020 ▲7.0%2,465,7242.6%Consumer DiscretionaryHCPHashiCorp$89,984,729$31,305,120 ▲53.3%3,338,9512.4%Computer and TechnologySNSharkNinja$62,308,687$62,308,687 ▲New Holding1,000,3001.7%Consumer DiscretionaryUSMUnited States Cellular$58,136,908$6,716,000 ▲13.1%1,592,7921.6%Computer and TechnologyDVDoubleVerify$53,583,840$53,583,840 ▲New Holding1,524,0001.4%Computer and TechnologyINFORMATICA INC$52,045,000$52,045,000 ▲New Holding1,487,0001.4%COM CL AMELIMercadoLibre$26,283,913$26,283,913 ▲New Holding17,3840.7%Retail/WholesaleSPTSprout Social$22,331,540$22,331,540 ▲New Holding374,0000.6%Computer and TechnologyCNKCinemark$15,975,330$15,975,330 ▲New Holding889,0000.4%Consumer DiscretionaryCONXWCONX$199,9000.0%1,000,0000.0%Financial ServicesTMUST-Mobile US$0$295,990,825 ▼-100.0%00.0%Computer and TechnologyAKAMAkamai Technologies$0$283,455,588 ▼-100.0%00.0%Computer and TechnologySPLKSplunk$0$212,375,900 ▼-100.0%00.0%Computer and TechnologyKVUEKenvue$0$147,002,857 ▼-100.0%00.0%Consumer StaplesAYXAlteryx$0$123,326,041 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$122,927,200 ▼-100.0%00.0%Computer and TechnologyCFLTConfluent$0$78,476,346 ▼-100.0%00.0%Business ServicesVRTVertiv$0$52,509,326 ▼-100.0%00.0%Computer and TechnologyNCNOnCino$0$36,959,370 ▼-100.0%00.0%Computer and TechnologyLGF.ALions Gate Entertainment$0$27,304,500 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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