HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 T MOBILE US INC |
1,846,135 | -690,000 | $295,991 |
| TMUS | 1,846,135 | -690,000 | $295,991 |
| AKAMAI TECHNOLOGIES INC |
2,395,062 | +347,000 | $283,456 |
| AKAM | 2,395,062 | +347,000 | $283,456 |
| META PLATFORMS INC |
748,858 | -336,105 | $265,066 |
| META | 748,858 | -336,105 | $265,066 |
| SPLUNK INC |
1,394,000 | UNCH | $212,376 |
| SPLK | 1,394,000 | UNCH | $212,376 |
| DRAFTKINGS INC NEW |
5,000,000 | -2,153,967 | $176,250 |
| DKNG | 5,000,000 | -2,153,967 | $176,250 |
| NUTANIX INC |
3,526,923 | +1,163,923 | $168,199 |
| NTNX | 3,526,923 | +1,163,923 | $168,199 |
| THE TRADE DESK INC |
2,319,355 | +2,319,355 | $166,901 |
| TTD | 2,319,355 | +2,319,355 | $166,901 |
| NVIDIA CORPORATION |
319,079 | -59,000 | $158,014 |
| NVDA | 319,079 | -59,000 | $158,014 |
| KENVUE INC |
6,827,815 | +6,827,815 | $147,003 |
| KVUE | 6,827,815 | +6,827,815 | $147,003 |
| CADENCE DESIGN SYSTEM INC |
534,052 | -126,999 | $145,460 |
| CDNS | 534,052 | -126,999 | $145,460 |
| LIVE NATION ENTERTAINMENT IN |
1,500,000 | -600,000 | $140,400 |
| LYV | 1,500,000 | -600,000 | $140,400 |
| ROBLOX CORP |
2,984,075 | +2,984,075 | $136,432 |
| RBLX | 2,984,075 | +2,984,075 | $136,432 |
| ALTERYX INC |
2,615,056 | +1,284,000 | $123,326 |
| AYX | 2,615,056 | +1,284,000 | $123,326 |
| ALPHABET INC |
880,000 | -256,000 | $122,927 |
| GOOGL | 880,000 | -256,000 | $122,927 |
| LIBERTY MEDIA CORP DEL |
1,536,000 | +1,536,000 | $96,968 |
| FWONK | 1,536,000 | +1,536,000 | $96,968 |
| SPHERE ENTERTAINMENT CO |
2,436,214 | +737,412 | $82,734 |
| SPHR | 2,436,214 | +737,412 | $82,734 |
| CONFLUENT INC |
3,353,690 | +3,353,690 | $78,476 |
| CFLT | 3,353,690 | +3,353,690 | $78,476 |
| MADISON SQUARE GARDEN ENTMT |
2,303,724 | +400,000 | $73,235 |
| MSGE | 2,303,724 | +400,000 | $73,235 |
| SALESFORCE INC |
239,000 | -100,000 | $62,890 |
| CRM | 239,000 | -100,000 | $62,890 |
| UNITED STATES CELLULAR CORP |
1,408,792 | +204,400 | $58,521 |
| USM | 1,408,792 | +204,400 | $58,521 |
| APPLOVIN CORP |
1,365,327 | +1,365,327 | $54,408 |
| APP | 1,365,327 | +1,365,327 | $54,408 |
| VERTIV HOLDINGS CO |
1,093,261 | +1,093,261 | $52,509 |
| VRT | 1,093,261 | +1,093,261 | $52,509 |
| HASHICORP INC |
2,177,351 | +2,177,351 | $51,473 |
| HCP | 2,177,351 | +2,177,351 | $51,473 |
| DOCUSIGN INC |
820,419 | +820,419 | $48,774 |
| DOCU | 820,419 | +820,419 | $48,774 |
| NCINO INC |
1,099,000 | +1,099,000 | $36,959 |
| NCNO | 1,099,000 | +1,099,000 | $36,959 |
 LIONS GATE ENTMNT CORP |
$27,304 | ||
| LGF.A | 2,505,000 | -495,000 | $27,304 |
| CONX CORP |
1,000,000 | +0 | $0 |
| CONXW | 1,000,000 | UNCH | $0 |
| ADOBE INC |
$0 (exited) | ||
| ADBE | 0 | -288,400 | $0 |
| ANALOG DEVICES INC |
$0 (exited) | ||
| ADI | 0 | -396,116 | $0 |
| LYFT INC |
$0 (exited) | ||
| LYFT | 0 | -3,643,592 | $0 |
| MATTEL INC |
$0 (exited) | ||
| MAT | 0 | -3,487,000 | $0 |
| ON HLDG AG |
$0 (exited) | ||
| ONON | 0 | -2,140,144 | $0 |
| UBER TECHNOLOGIES INC |
0 | -4,068,505 | $0 (exited) |
| UBER | 0 | -4,068,505 | $0 |
See Summary: Jericho Capital Asset Management L.P. Top Holdings
See Details: Top 10 Stocks Held By Jericho Capital Asset Management L.P.
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| TTD | +2,319,355 | +$166,901 |
| KVUE | +6,827,815 | +$147,003 |
| RBLX | +2,984,075 | +$136,432 |
| FWONK | +1,536,000 | +$96,968 |
| CFLT | +3,353,690 | +$78,476 |
| APP | +1,365,327 | +$54,408 |
| VRT | +1,093,261 | +$52,509 |
| HCP | +2,177,351 | +$51,473 |
| DOCU | +820,419 | +$48,774 |
| NCNO | +1,099,000 | +$36,959 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| UBER | -4,068,505 | -$187,111 |
| ADBE | -288,400 | -$147,055 |
| MAT | -3,487,000 | -$76,819 |
| ADI | -396,116 | -$69,356 |
| ONON | -2,140,144 | -$59,539 |
| LYFT | -3,643,592 | -$38,403 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| AYX | +1,284,000 | +$73,158 |
| NTNX | +1,163,923 | +$85,778 |
| SPHR | +737,412 | +$19,607 |
| MSGE | +400,000 | +$10,583 |
| AKAM | +347,000 | +$65,255 |
| USM | +204,400 | +$6,768 |
| SPLK | UNCH | +$8,504 |
| CONXW | UNCH | $UNCH |
| NVDA | -59,000 | -$6,447 |
| CRM | -100,000 | -$5,852 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| DKNG | -2,153,967 | -$34,363 |
| TMUS | -690,000 | -$59,195 |
| LYV | -600,000 | -$33,984 |
| LGF | -495,000 | +$1,864 |
| META | -336,105 | -$60,651 |
| GOOGL | -256,000 | -$25,730 |
| CDNS | -126,999 | -$9,424 |
|
Size ($ in 1000's)
At 12/31/2023: $3,266,052 At 09/30/2023: $2,938,561 Jericho Capital Asset Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jericho Capital Asset Management L.P. 13F filings. Link to 13F filings: SEC filings |
