Investor

Jericho Capital Asset Management L.P.

Portfolio Total Value

$6,566,614,000.00

Number of Stocks

28

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
APP $904,702,000.0 14.65%
Reduced 16.15%
2,793,759 $323.83 $469.71
Added 45.05%
$40.71 $417.64
NFLX $729,991,000.0 11.82%
Added 30.21%
819,000 $891.32 $77.38
Reduced 91.32%
$537.07 $941.75
DOCU $427,642,000.0 6.92%
Added 33.96%
4,754,753 $89.94 $43.47
Reduced 51.67%
$48.7 $107.86
LYV $415,446,000.0 6.73%
Added 31.97%
3,208,082 $129.5 $171.24
Added 32.23%
$86.67 $141.18
$378,140,000.0 6.12%
Added 49.73%
7,128,000 $53.05 $nan
Reduced nan%
$nan $nan
FB $358,834,000.0 5.81%
Added 29.33%
612,858 $585.51 $44.64
Reduced 92.38%
$0.0 $0.0
NVDA $323,237,000.0 5.23%
Reduced 10.75%
2,407,012 $134.29 $210.69
Added 56.89%
$59.94 $153.13
AFRM $316,560,000.0 5.12%
Added 11.57%
5,198,039 $60.9 $73.92
Added 21.38%
$22.25 $73.34
TWLO $301,258,000.0 4.88%
No Change
2,787,363 $108.08 $186.17
Added 72.25%
$52.51 $117.92
UBER $298,644,000.0 4.83%
No Change
4,951,000 $60.32 $71.64
Added 18.77%
$54.84 $87.0
WBD $236,817,000.0 3.83%
No Change
22,404,700 $10.57 $26.2
Added 147.87%
$6.64 $12.7
DT $211,260,000.0 3.42%
Reduced 2.27%
3,887,043 $54.35 $41.42
Reduced 23.79%
$39.42 $61.41
PLTR $119,932,000.0 3.08%
No Change
3,224,000 $37.2 $128.47
Added 245.35%
$16.03 $84.8
NTNX $170,975,000.0 2.77%
Reduced 25.62%
2,794,636 $61.18 $46.9
Reduced 23.34%
$43.35 $75.8
TTD $157,255,000.0 2.55%
No Change
1,338,000 $117.53 $18.51
Reduced 84.25%
$66.56 $141.53
AVGO $147,388,000.0 2.39%
No Change
635,733 $231.84 $411.35
Added 77.43%
$117.43 $251.88
OKTA $89,019,000.0 2.29%
No Change
1,197,462 $74.34 $117.81
Added 58.47%
$70.56 $114.5
ASML $75,915,000.0 1.95%
No Change
91,108 $833.25 $1,929.68
Added 131.58%
$645.45 $1,110.09
ZI $116,621,000.0 1.89%
No Change
11,096,283 $10.51 $0.0
Reduced 100.0%
$0.0 $0.0
FROG $72,683,000.0 1.87%
No Change
2,502,890 $29.04 $82.72
Added 184.85%
$22.91 $48.81
USM $113,889,000.0 1.84%
Added 1.97%
1,815,844 $62.72 $0.0
Reduced 100.0%
$0.0 $0.0
MSGE $113,122,000.0 1.83%
No Change
2,805,615 $40.32 $73.43
Added 82.12%
$32.4 $44.14
RIOT $106,388,000.0 1.72%
No Change
10,420,000 $10.21 $28.1
Added 175.22%
$6.36 $18.36
WYNN $101,375,000.0 1.64%
No Change
1,176,591 $86.16 $105.53
Added 22.48%
$71.63 $110.38
NU $92,193,000.0 1.49%
No Change
8,899,000 $10.36 $12.71
Added 22.68%
$8.51 $16.15
CFLT $83,880,000.0 1.36%
Added 18.06%
3,000,000 $27.96 $0.0
Reduced 100.0%
$0.0 $0.0
SNAP $71,419,000.0 1.16%
Reduced 39.42%
6,631,299 $10.77 $4.66
Reduced 56.73%
$8.29 $17.5
EDR $32,029,000.0 0.82%
No Change
1,121,472 $28.56 $0.0
Reduced 100.0%
$0.0 $0.0