Jericho Capital Asset Management L.p.
CIK Number: 0001525234
5.5B
Market Value
28
# of Holdings
4 months
Avg. Holding Period
51.52%
Win Rate
116.54%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | APP | AppLovin Corpor... | 370.93 | +1.77% | 2.79M | -16.15% | 904.7M | 58.86 | 12.92% |
| 2 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 819K | +30.21% | 729.99M | 705.13 | 10.43% |
| 3 | DOCU | DocuSign, Inc. | 75.59 | +2.07% | 4.75M | +33.96% | 427.64M | 66.59 | 6.11% |
| 4 | LYV | Live Nation Ent... | 142.32 | +3.00% | 3.21M | +31.97% | 415.45M | 100.55 | 5.93% |
| 5 | IBIT | iShares Bitcoin... | 61.70 | +3.27% | 7.13M | +100.00% | 378.14M | 53.05 | 5.40% |
| 6 | META | Meta Platforms,... | 701.33 | +2.70% | 612.86K | +29.33% | 358.83M | 347.63 | 5.12% |
| 7 | FWONK | Formula One Gro... | 97.68 | +0.99% | 3.64M | +98.51% | 337.08M | 82.16 | 4.81% |
| 8 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 2.41M | -10.75% | 323.24M | 36.23 | 4.62% |
| 9 | AFRM | Affirm Holdings... | 60.82 | +2.89% | 5.2M | +11.57% | 316.56M | 42.9 | 4.52% |
| 10 | TWLO | Twilio Inc. | 116.60 | +2.83% | 2.79M | +100.00% | 301.26M | 108.08 | 4.30% |
| 11 | UBER | Uber Technologi... | 85.05 | +1.33% | 4.95M | +100.00% | 298.64M | 60.32 | 4.26% |
| 12 | WBD | Warner Bros. Di... | 10.77 | +7.38% | 22.4M | 0.00% | 236.82M | 8.25 | 3.38% |
| 13 | DT | Dynatrace, Inc. | 54.40 | +2.58% | 3.89M | -2.27% | 211.26M | 45.45 | 3.02% |
| 14 | DKNG | DraftKings Inc. | 37.84 | +3.66% | 5.25M | +10.18% | 195.13M | 25.5 | 2.79% |
| 15 | NTNX | Nutanix, Inc. | 72.40 | +0.37% | 2.79M | -25.62% | 170.98M | 41.8 | 2.44% |
| 16 | TTD | The Trade Desk,... | 70.17 | +3.25% | 1.34M | 0.00% | 157.26M | 72.59 | 2.25% |
| 17 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 635.73K | +100.00% | 147.39M | 231.84 | 2.10% |
| 18 | FUN | Six Flags Enter... | 29.48 | -1.31% | 2.47M | +100.00% | 119.08M | 48.19 | 1.70% |
| 19 | USM | United States C... | 60.84 | +1.78% | 1.82M | +1.97% | 113.89M | 43.71 | 1.63% |
| 20 | SPHR | Sphere Entertai... | 39.41 | +3.11% | 2.81M | 0.00% | 113.12M | 37.43 | 1.62% |
| 21 | RIOT | Riot Platforms,... | 10.15 | +4.47% | 10.42M | +100.00% | 106.39M | 10.21 | 1.52% |
| 22 | WYNN | Wynn Resorts, L... | 88.58 | +5.23% | 1.18M | +100.00% | 101.38M | 86.16 | 1.45% |
| 23 | MSGE | Madison Square ... | 36.84 | +1.24% | 2.73M | +10.87% | 97.32M | 33.39 | 1.39% |
| 24 | NU | Nu Holdings Ltd... | 12.37 | +3.91% | 8.9M | +100.00% | 92.19M | 10.36 | 1.32% |
| 25 | CFLT | Confluent, Inc. | 23.63 | -0.11% | 3M | +18.06% | 83.88M | 21.54 | 1.20% |
| 26 | SNAP | Snap Inc. | 8.26 | +3.97% | 6.63M | -39.42% | 71.42M | 10.7 | 1.02% |
| 27 | CORZ | Core Scientific... | 12.05 | +1.35% | 2.79M | +100.00% | 39.24M | 14.05 | 0.56% |
| 28 | HUT | Hut 8 Corp. | 18.39 | +5.18% | 1.83M | +100.00% | 37.4M | 20.49 | 0.53% |