Jericho Capital Asset Management as of Dec. 31, 2023
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 27 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 9.1 | $296M | 1.8M | 160.33 | |
| Akamai Technologies (AKAM) | 8.7 | $284M | 2.4M | 118.35 | |
| Meta Platforms Cl A (META) | 8.1 | $265M | 749k | 353.96 | |
| stock | 6.5 | $212M | 1.4M | 152.35 | |
| Draftkings Com Cl A (DKNG) | 5.4 | $176M | 5.0M | 35.25 | |
| Nutanix Cl A (NTNX) | 5.1 | $168M | 3.5M | 47.69 | |
| The Trade Desk Com Cl A (TTD) | 5.1 | $167M | 2.3M | 71.96 | |
| NVIDIA Corporation (NVDA) | 4.8 | $158M | 319k | 495.22 | |
| Kenvue (KVUE) | 4.5 | $147M | 6.8M | 21.53 | |
| Cadence Design Systems (CDNS) | 4.5 | $146M | 534k | 272.37 | |
| Live Nation Entertainment (LYV) | 4.3 | $140M | 1.5M | 93.60 | |
| Roblox Corp Cl A (RBLX) | 4.2 | $136M | 3.0M | 45.72 | |
| Alteryx Com Cl A | 3.8 | $123M | 2.6M | 47.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $123M | 880k | 139.69 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.0 | $97M | 1.5M | 63.13 | |
| Sphere Entertainment Cl A (SPHR) | 2.5 | $83M | 2.4M | 33.96 | |
| Confluent Class A Com (CFLT) | 2.4 | $79M | 3.4M | 23.40 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 2.2 | $73M | 2.3M | 31.79 | |
| salesforce (CRM) | 1.9 | $63M | 239k | 263.14 | |
| United States Cellular Corporation (USM) | 1.8 | $59M | 1.4M | 41.54 | |
| Applovin Corp Com Cl A (APP) | 1.7 | $54M | 1.4M | 39.85 | |
| Vertiv Holdings Com Cl A (VRT) | 1.6 | $53M | 1.1M | 48.03 | |
| Hashicorp Com Cl A (HCP) | 1.6 | $52M | 2.2M | 23.64 | |
| Docusign (DOCU) | 1.5 | $49M | 820k | 59.45 | |
| Ncino (NCNO) | 1.1 | $37M | 1.1M | 33.63 | |
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.8 | $27M | 2.5M | 10.90 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $306k | 1.0M | 0.31 |
