JERICHO CAPITAL ASSET MANAGEMENT L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 35.10M | $685.41M |
 | HPE | 16.97M | $416.90M |
 | CORZ | 11.70M | $209.89M |
 | CFLT | 8.27M | $163.67M |
 | DOCU | 4.75M | $342.77M |
 | UPST | 4.48M | $227.63M |
 | TTD | 4.07M | $199.32M |
 | FWONK | 3.85M | $402.59M |
 | AFRM | 3.35M | $244.84M |
 | UBER | 3.15M | $308.61M |
 | LYV | 2.90M | $473.40M |
 | MSGE | 2.89M | $130.55M |
 | SPHR | 2.71M | $168.07M |
 | GOOGL | 2.68M | $652.48M |
 | NVDA | 2.62M | $488.66M |
 | FUN | 2.62M | $59.44M |
 | NTNX | 2.44M | $181.62M |
 | APP | 2.10M | $1.51B |
 | CIEN | 1.98M | $288.86M |
 | TWLO | 1.97M | $197.28M |
Warner Bros. Discovery, Inc.
WBD
Shares Held
35.10M
Value
$685.41M
Hewlett Packard Enterprise Company
HPE
Shares Held
16.97M
Value
$416.90M
Core Scientific, Inc.
CORZ
Shares Held
11.70M
Value
$209.89M
Confluent, Inc.
CFLT
Shares Held
8.27M
Value
$163.67M
DocuSign, Inc.
DOCU
Shares Held
4.75M
Value
$342.77M
Upstart Holdings, Inc.
UPST
Shares Held
4.48M
Value
$227.63M
The Trade Desk, Inc.
TTD
Shares Held
4.07M
Value
$199.32M
Formula One Group
FWONK
Shares Held
3.85M
Value
$402.59M
Affirm Holdings, Inc.
AFRM
Shares Held
3.35M
Value
$244.84M
Uber Technologies, Inc.
UBER
Shares Held
3.15M
Value
$308.61M
Live Nation Entertainment, Inc.
LYV
Shares Held
2.90M
Value
$473.40M
Madison Square Garden Entertainment Corp.
MSGE
Shares Held
2.89M
Value
$130.55M
Sphere Entertainment Co.
SPHR
Shares Held
2.71M
Value
$168.07M
Alphabet Inc.
GOOGL
Shares Held
2.68M
Value
$652.48M
NVIDIA Corporation
NVDA
Shares Held
2.62M
Value
$488.66M
Six Flags Entertainment Corporation
FUN
Shares Held
2.62M
Value
$59.44M
Nutanix, Inc.
NTNX
Shares Held
2.44M
Value
$181.62M
AppLovin Corporation
APP
Shares Held
2.10M
Value
$1.51B
Ciena Corporation
CIEN
Shares Held
1.98M
Value
$288.86M
Twilio Inc.
TWLO
Shares Held
1.97M
Value
$197.28M