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| Name: |
JERICHO CAPITAL ASSET MANAGEMENT L.P. |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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| Holdings
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38 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NFLX |
Netflix Inc |
1 |
New |
$640.47 |
$372,293,000 |
613,000 |
9.93% |
372,293,000 |
613,000 |
0.139 |
Music & Video Stores |
|
|
APP |
Applovin Corp |
2 |
- |
$80.00 |
$269,305,000 |
3,890,567 |
7.18% |
214,897,000 |
2,525,240 |
1.795 |
N/A |
|
|
NTNX |
Nutanix, Inc. |
3 |
- |
$71.86 |
$246,196,000 |
3,988,923 |
6.57% |
77,997,000 |
462,000 |
1.644 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
4 |
- |
$949.50 |
$229,576,000 |
254,079 |
6.13% |
71,562,000 |
-65,000 |
0.01 |
Semiconductor - Speci... |
|
|
DKNG |
Draftkings Inc Class A |
5 |
- |
$0.00 |
$226,830,000 |
4,995,153 |
6.05% |
50,580,000 |
-4,847 |
1.142 |
N/A |
|
|
FB |
Meta Platforms Inc |
6 |
- |
$467.78 |
$224,755,000 |
462,858 |
6% |
-40,311,000 |
-286,000 |
0.019 |
Internet Service Prov... |
|
|
TTD |
Trade Desk, Inc. |
7 |
- |
$95.32 |
$211,500,000 |
2,419,355 |
5.64% |
44,599,000 |
100,000 |
0.557 |
N/A |
|
|
DOCU |
Docusign Inc |
8 |
- |
$58.04 |
$203,536,000 |
3,417,908 |
5.43% |
154,762,000 |
2,597,489 |
1.846 |
N/A |
|
|
EA |
Electronic Arts Inc |
9 |
New |
$135.14 |
$189,055,000 |
1,425,000 |
5.04% |
189,055,000 |
1,425,000 |
0.491 |
Multimedia & Graphics... |
|
|
LYV |
Live Nation Inc |
10 |
- |
$101.40 |
$141,732,000 |
1,340,000 |
3.78% |
1,332,000 |
-160,000 |
0.613 |
Business Services |
|
|
CDNS |
Cadence Design Systems Inc |
11 |
- |
$292.84 |
$133,770,000 |
429,743 |
3.57% |
-11,690,000 |
-104,309 |
0.154 |
Technical & System So... |
|
|
DT |
Dynatrace, Inc. |
12 |
New |
$0.00 |
$133,701,000 |
2,879,000 |
3.57% |
133,701,000 |
2,879,000 |
0.934 |
N/A |
|
|
SPHR |
Sphere Entertainment Co |
13 |
- |
$37.34 |
$124,804,000 |
2,542,865 |
3.33% |
42,070,000 |
106,651 |
7.496 |
N/A |
|
|
RBLX |
Roblox Corp |
14 |
- |
$0.00 |
$120,140,000 |
3,146,686 |
3.21% |
-16,292,000 |
162,611 |
0.638 |
N/A |
|
|
ASML |
ASML Holding N.V. (ADR) |
15 |
New |
$0.00 |
$113,545,000 |
117,000 |
3.03% |
113,545,000 |
117,000 |
0.027 |
Semiconductor Equipme... |
|
|
FWONK |
Liberty Media Corporation |
16 |
- |
$0.00 |
$112,538,000 |
1,715,513 |
3% |
15,570,000 |
179,513 |
0.824 |
N/A |
|
|
AVGO |
Broadcom Limited |
17 |
New |
$1,392.24 |
$111,334,000 |
84,000 |
2.97% |
111,334,000 |
84,000 |
0.021 |
Semiconductor- Broad... |
|
|
CRM |
Salesforce.com Inc |
18 |
- |
$283.82 |
$106,015,000 |
352,000 |
2.83% |
43,125,000 |
113,000 |
0.039 |
Internet Software & S... |
|
|
MSGE |
Madison Square Garden Enter... |
19 |
- |
$36.85 |
$96,681,000 |
2,465,724 |
2.58% |
23,446,000 |
162,000 |
5.585 |
N/A |
|
|
HCP |
Hashicorp, Inc. |
20 |
- |
$0.00 |
$89,985,000 |
3,338,951 |
2.4% |
38,512,000 |
1,161,600 |
2.962 |
N/A |
|
|
SN |
SharkNinja, Inc |
21 |
New |
$75.19 |
$62,309,000 |
1,000,300 |
1.66% |
62,309,000 |
1,000,300 |
0.72 |
N/A |
|
|
USM |
United States Cellular Corp |
22 |
- |
$43.68 |
$58,137,000 |
1,592,792 |
1.55% |
-384,000 |
184,000 |
3.004 |
Wireless Communications |
|
|
DV |
Doubleverify Holdings, Inc. |
23 |
New |
$18.94 |
$53,584,000 |
1,524,000 |
1.43% |
53,584,000 |
1,524,000 |
0.897 |
N/A |
|
|
INFA |
Informatica Inc. |
24 |
New |
$30.57 |
$52,045,000 |
1,487,000 |
1.39% |
52,045,000 |
1,487,000 |
0.593 |
N/A |
|
|
MELI |
Mercadolibre Inc |
25 |
New |
$1,736.78 |
$26,284,000 |
17,384 |
0.7% |
26,284,000 |
17,384 |
0.035 |
Business Services |
|
|
SPT |
Sprout Social, Inc. |
26 |
New |
$32.07 |
$22,332,000 |
374,000 |
0.6% |
22,332,000 |
374,000 |
0.613 |
N/A |
|
|
CNK |
Cinemark Holdings Inc |
27 |
New |
$17.76 |
$15,975,000 |
889,000 |
0.43% |
15,975,000 |
889,000 |
0.656 |
Movie Production & Di... |
|
|
CONXW |
Conx Equity Warrant Exp 30t... |
28 |
- |
$0.00 |
$200,000 |
1,000,000 |
0.01% |
-106,000 |
0 |
1.111 |
N/A |
|
|
TMUS |
T-Mobile Us Inc |
36 |
Closed |
$165.50 |
$0 |
0 |
0% |
-295,991,000 |
-1,846,135 |
0 |
Wireless Communications |
|
|
AYX |
Alteryx Inc |
31 |
Closed |
$48.26 |
$0 |
0 |
0% |
-123,326,000 |
-2,615,056 |
0 |
N/A |
|
|
KVUE |
Kenvue Inc. |
29 |
Closed |
$19.88 |
$0 |
0 |
0% |
-147,003,000 |
-6,827,815 |
0 |
N/A |
|
|
NCNO |
nCino, Inc. |
35 |
Closed |
$31.57 |
$0 |
0 |
0% |
-36,959,000 |
-1,099,000 |
0 |
N/A |
|
|
AKAM |
Akamai Technologies Inc |
34 |
Closed |
$95.29 |
$0 |
0 |
0% |
-283,456,000 |
-2,395,062 |
0 |
Internet Software & S... |
|
|
GOOGL |
Alphabet Inc |
38 |
Closed |
$176.38 |
$0 |
0 |
0% |
-122,927,000 |
-880,000 |
0 |
Search Engines & Info... |
|
|
CFLT |
Confluent, Inc. |
33 |
Closed |
$31.96 |
$0 |
0 |
0% |
-78,476,000 |
-3,353,690 |
0 |
N/A |
|
|
VRT |
Vertiv Holdings Co |
30 |
Closed |
$100.13 |
$0 |
0 |
0% |
-52,509,000 |
-1,093,261 |
0 |
N/A |
|
|
SPLK |
Splunk Inc |
37 |
Closed |
$156.90 |
$0 |
0 |
0% |
-212,376,000 |
-1,394,000 |
0 |
Application Software |
|
|
LGF.A |
Lions Gate Entertainment Corp |
32 |
Closed |
$10.44 |
$0 |
0 |
0% |
-27,305,000 |
-2,505,000 |
0 |
Movie Production & Di... |
|
