JERICHO CAPITAL ASSET MANAGEMENT L.P.

AUM: $3.76 B
13-F Portfolio Value: $3.27 B
Last 13-F Filed: Q4 2023
Concentration in top 10: 61.81%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
TMUST-MOBILE US INC9.06%1,846,135$295,990,825-690,000-27.21%$160.3313F
AKAMAKAMAI TECHNOLOGIES INC8.68%2,395,062$283,455,588347,00016.94%$118.3513F
METAMETA PLATFORMS INC8.12%748,858$265,065,778-336,105-30.98%$353.9613F
SPLKSPLUNK INC6.5%1,394,000$212,375,900No Change$152.3513F
DKNGDRAFTKINGS INC NEW5.4%5,000,000$176,250,000-2,153,967-30.11%$35.2513F
NTNXNUTANIX INC5.15%3,526,923$168,198,9581,163,92349.26%$47.6913F
TTDTHE TRADE DESK INC5.11%2,319,355$166,900,7862,319,355New$71.9613F
NVDANVIDIA CORPORATION4.84%319,079$158,014,302-59,000-15.61%$495.2213F
KVUEKENVUE INC4.5%6,827,815$147,002,8576,827,815New$21.5313F
CDNSCADENCE DESIGN SYSTEM INC4.45%534,052$145,459,743-126,999-19.21%$272.3713F
LYVLIVE NATION ENTERTAINMENT IN4.3%1,500,000$140,400,000-600,000-28.57%$93.613F
RBLXROBLOX CORP4.18%2,984,075$136,431,9092,984,075New$45.7213F
AYXALTERYX INC3.78%2,615,056$123,326,0411,284,00096.46%$47.1613F
GOOGLALPHABET INC3.76%880,000$122,927,200-256,000-22.54%$139.6913F
FWONKLIBERTY MEDIA CORP DEL2.97%1,536,000$96,967,6801,536,000New$63.1313F
SPHRSPHERE ENTERTAINMENT CO2.53%2,436,214$82,733,827737,41243.41%$33.9613F
CFLTCONFLUENT INC2.4%3,353,690$78,476,3463,353,690New$23.413F
MSGEMADISON SQUARE GARDEN ENTMT2.24%2,303,724$73,235,386400,00021.01%$31.7913F
CRMSALESFORCE INC1.93%239,000$62,890,460-100,000-29.5%$263.1413F
USMUNITED STATES CELLULAR CORP1.79%1,408,792$58,521,220204,40016.97%$41.5413F
APPAPPLOVIN CORP1.67%1,365,327$54,408,2811,365,327New$39.8513F
VRTVERTIV HOLDINGS CO1.61%1,093,261$52,509,3261,093,261New$48.0313F
HCPHASHICORP INC1.58%2,177,351$51,472,5782,177,351New$23.6413F
DOCUDOCUSIGN INC1.49%820,419$48,773,910820,419New$59.4513F
NCNONCINO INC1.13%1,099,000$36,959,3701,099,000New$33.6313F
LGFALIONS GATE ENTMNT CORP0.84%2,505,000$27,304,500-495,000-16.5%$10.913F
CONXWCONX CORP0.00937%1,000,000$306,000No Change$0.3113F
ADBEADOBE INC-288,400Exited13F
ADIANALOG DEVICES INC-396,116Exited13F
LYFTLYFT INC-3,643,592Exited13F
MATMATTEL INC-3,487,000Exited13F
UBERUBER TECHNOLOGIES INC-4,068,505Exited13F
ONONON HLDG AG-2,140,144Exited13F