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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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33 |
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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 |
|
TMUS |
T-Mobile Us Inc |
1 |
- |
$159.79 |
$295,991,000 |
1,846,135 |
9.06% |
-59,195,000 |
-690,000 |
0.149 |
Wireless Communications |
|
|
AKAM |
Akamai Technologies Inc |
2 |
- |
$101.33 |
$283,456,000 |
2,395,062 |
8.68% |
65,255,000 |
347,000 |
1.471 |
Internet Software & S... |
|
|
FB |
Meta Platforms Inc |
3 |
- |
$499.76 |
$265,066,000 |
748,858 |
8.12% |
-60,651,000 |
-336,105 |
0.031 |
Internet Service Prov... |
|
|
SPLK |
Splunk Inc |
4 |
- |
$156.90 |
$212,376,000 |
1,394,000 |
6.5% |
8,503,000 |
0 |
0.877 |
Application Software |
|
|
DKNG |
Draftkings Inc Class A |
5 |
- |
$0.00 |
$176,250,000 |
5,000,000 |
5.4% |
-34,363,000 |
-2,153,967 |
1.143 |
N/A |
|
|
NTNX |
Nutanix, Inc. |
6 |
- |
$62.41 |
$168,199,000 |
3,526,923 |
5.15% |
85,778,000 |
1,163,923 |
1.813 |
N/A |
|
|
TTD |
Trade Desk, Inc. |
7 |
New |
$82.13 |
$166,901,000 |
2,319,355 |
5.11% |
166,901,000 |
2,319,355 |
0.534 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
8 |
- |
$874.15 |
$158,014,000 |
319,079 |
4.84% |
-6,447,000 |
-59,000 |
0.013 |
Semiconductor - Speci... |
|
|
KVUE |
Kenvue Inc. |
9 |
New |
$19.11 |
$147,003,000 |
6,827,815 |
4.5% |
147,003,000 |
6,827,815 |
0.357 |
N/A |
|
|
CDNS |
Cadence Design Systems Inc |
10 |
- |
$300.81 |
$145,460,000 |
534,052 |
4.45% |
-9,424,000 |
-126,999 |
0.191 |
Technical & System So... |
|
|
LYV |
Live Nation Inc |
11 |
- |
$92.21 |
$140,400,000 |
1,500,000 |
4.3% |
-33,984,000 |
-600,000 |
0.686 |
Business Services |
|
|
RBLX |
Roblox Corp |
12 |
New |
$0.00 |
$136,432,000 |
2,984,075 |
4.18% |
136,432,000 |
2,984,075 |
0.605 |
N/A |
|
|
AYX |
Alteryx Inc |
13 |
- |
$48.26 |
$123,326,000 |
2,615,056 |
3.78% |
73,158,000 |
1,284,000 |
4.839 |
N/A |
|
|
GOOGL |
Alphabet Inc |
14 |
- |
$154.40 |
$122,927,000 |
880,000 |
3.76% |
-25,730,000 |
-256,000 |
0.015 |
Search Engines & Info... |
|
|
FWONK |
Liberty Media Corporation |
15 |
New |
$0.00 |
$96,968,000 |
1,536,000 |
2.97% |
96,968,000 |
1,536,000 |
0.738 |
N/A |
|
|
SPHR |
Sphere Entertainment Co |
16 |
- |
$40.73 |
$82,734,000 |
2,436,214 |
2.53% |
19,607,000 |
737,412 |
8.916 |
N/A |
|
|
CFLT |
Confluent, Inc. |
17 |
New |
$28.55 |
$78,476,000 |
3,353,690 |
2.4% |
78,476,000 |
3,353,690 |
1.724 |
N/A |
|
|
MSGE |
Madison Square Garden Enter... |
18 |
- |
$38.45 |
$73,235,000 |
2,303,724 |
2.24% |
10,583,000 |
400,000 |
5.218 |
N/A |
|
|
CRM |
Salesforce.com Inc |
19 |
- |
$277.41 |
$62,890,000 |
239,000 |
1.93% |
-5,852,000 |
-100,000 |
0.026 |
Internet Software & S... |
|
|
USM |
United States Cellular Corp |
20 |
- |
$33.82 |
$58,521,000 |
1,408,792 |
1.79% |
6,768,000 |
204,400 |
2.657 |
Wireless Communications |
|
|
APP |
Applovin Corp |
21 |
New |
$72.32 |
$54,408,000 |
1,365,327 |
1.67% |
54,408,000 |
1,365,327 |
0.63 |
N/A |
|
|
VRT |
Vertiv Holdings Co |
22 |
New |
$82.36 |
$52,509,000 |
1,093,261 |
1.61% |
52,509,000 |
1,093,261 |
0.29 |
N/A |
|
|
HCP |
Hashicorp, Inc. |
23 |
New |
$0.00 |
$51,473,000 |
2,177,351 |
1.58% |
51,473,000 |
2,177,351 |
1.931 |
N/A |
|
|
DOCU |
Docusign Inc |
24 |
New |
$57.74 |
$48,774,000 |
820,419 |
1.49% |
48,774,000 |
820,419 |
0.443 |
N/A |
|
|
NCNO |
nCino, Inc. |
25 |
New |
$29.94 |
$36,959,000 |
1,099,000 |
1.13% |
36,959,000 |
1,099,000 |
0.997 |
N/A |
|
|
LGF.A |
Lions Gate Entertainment Corp |
26 |
- |
$10.22 |
$27,305,000 |
2,505,000 |
0.84% |
1,865,000 |
-495,000 |
3.018 |
Movie Production & Di... |
|
|
CONXW |
Conx Equity Warrant Exp 30t... |
27 |
- |
$0.00 |
$306,000 |
1,000,000 |
0.01% |
156,000 |
0 |
1.111 |
N/A |
|
|
MAT |
Mattel Inc |
30 |
Closed |
$17.97 |
$0 |
0 |
0% |
-76,819,000 |
-3,487,000 |
0 |
Toys & Games |
|
|
ONON |
On Holding AG |
29 |
Closed |
$32.56 |
$0 |
0 |
0% |
-59,539,000 |
-2,140,144 |
0 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
33 |
Closed |
$476.22 |
$0 |
0 |
0% |
-147,055,000 |
-288,400 |
0 |
Application Software |
|
|
ADI |
Analog Devices Inc |
28 |
Closed |
$191.23 |
$0 |
0 |
0% |
-69,356,000 |
-396,116 |
0 |
Semiconductor- Broad... |
|
|
UBER |
Uber Technologies, Inc |
32 |
Closed |
$74.13 |
$0 |
0 |
0% |
-187,111,000 |
-4,068,505 |
0 |
N/A |
|
|
LYFT |
Lyft, Inc. |
31 |
Closed |
$18.27 |
$0 |
0 |
0% |
-38,403,000 |
-3,643,592 |
0 |
N/A |
|
