Jericho Capital Asset Management L.P.
CIK 1525234 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- TMUS9.06%
- AKAM8.68%
- META8.12%
- SPLK6.50%
- DKNG5.40%
- NTNX5.15%
- TTD5.11%
- NVDA4.84%
- KVUE4.50%
- CDNS4.45%
Share classes counted separately61.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TMUSWeight decreased · -3.03 pp12.09% → 9.06%Shares -690.00K (-27.21%)
- METAWeight decreased · -2.96 pp11.08% → 8.12%Shares -336.11K (-30.98%)
- NTNXWeight increased · +2.35 pp2.80% → 5.15%Shares +1.16M (+49.26%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TMUST-MOBILE US INC View history and evidence | $295.99M | 9.06% | 1.85M shares | 12.09% → 9.06%-3.03 pp -690.00K (-27.21%) | Reduced | ↗▾ |
| 02 | AKAMAKAMAI TECHNOLOGIES INC View history and evidence | $283.46M | 8.68% | 2.40M shares | 7.43% → 8.68%+1.25 pp +347.00K (+16.94%) | Added | ↗▾ |
| 03 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $265.07M | 8.12% | 748.86K shares | 11.08% → 8.12%-2.96 pp -336.11K (-30.98%) | Reduced | ↗▾ |
| 04 | SPLKSPLUNK INC View history and evidence | $212.38M | 6.50% | 1.39M shares | 6.94% → 6.50%-0.44 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | DKNGDRAFTKINGS INC-CL ACOM CL A View history and evidence | $176.25M | 5.40% | 5.00M shares | 7.17% → 5.40%-1.77 pp -2.15M (-30.11%) | Reduced | ↗▾ |
| 06 | NTNXNUTANIX INC - ACL A View history and evidence | $168.20M | 5.15% | 3.53M shares | 2.80% → 5.15%+2.35 pp +1.16M (+49.26%) | Added | ↗▾ |
| 07 | TTDTRADE DESK INC/THE -CLASS ACOM CL A View history and evidence | $166.90M | 5.11% | 2.32M shares | Prior unavailable +2.32M | New | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $158.01M | 4.84% | 319.08K shares | 5.60% → 4.84%-0.76 pp -59.00K (-15.61%) | Reduced | ↗▾ |
| 09 | KVUEKENVUE INC View history and evidence | $147.00M | 4.50% | 6.83M shares | Prior unavailable +6.83M | New | ↗▾ |
| 10 | CDNSCADENCE DESIGN SYS INC View history and evidence | $145.46M | 4.45% | 534.05K shares | 5.27% → 4.45%-0.82 pp -127.00K (-19.21%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UBER UBER TECHNOLOGIES INC | Non-derivative | -4,068,505 | -$187.11M | SEC filing ↗ | SEC filing ↗ |
| ADBE ADOBE INC | Non-derivative | -288,400 | -$147.06M | SEC filing ↗ | SEC filing ↗ |
| MAT MATTEL INC | Non-derivative | -3,487,000 | -$76.82M | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1525234 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3266358771
}Take these holdings further.
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