Jericho Capital Asset Management L.P. Portfolio Holdings

Jericho Capital Asset Management L.P.

  • $8.24 Billion
  • Q3 2025

Jericho Capital Asset Management L.P. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.24 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $1.51B, Warner Bros. Discovery, Inc. with a value of $685M, Alphabet Inc. with a value of $652M, Nvidia Corp with a value of $489M, and Live Nation Entertainment, Inc. with a value of $473M.

Examining the 13F form we can see an increase of $1.86B in the current position value, from $6.38B to 8.24B.

Jericho Capital Asset Management L.P. is based out at New York, NY

Below you can find more details about Jericho Capital Asset Management L.P. portfolio as well as his latest detailed transactions.

Portfolio value $8.24 Billion
Technology: $5.12 Billion
Communication Services: $2.89 Billion
Financial Services: $228 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$1.51 Billion 18.28% of portfolio
2,095,319
Q2 2025 Reduced 25.0%
$55.9B
$685 Million 8.32% of portfolio
35,095,390
Q3 2025 Added 108.86%
$1.65T
$652 Million 7.92% of portfolio
2,684,000
Q3 2025 New
$465B
$489 Million 5.93% of portfolio
2,619,012
Q2 2025 Added 71.51%
$31.2B
$473 Million 5.75% of portfolio
2,897,162
Q2 2025 Reduced 7.77%
$24.2B
$428 Million 5.19% of portfolio
1,378,540
Q3 2025 Added 162.08%
$29.4B
$417 Million 5.06% of portfolio
16,974,768
Q3 2025 New
$1.37T
$383 Million 4.65% of portfolio
521,858
Q3 2025 Added 31.17%
$13.6B
$343 Million 4.16% of portfolio
4,754,753
Q4 2024 Added 33.96%
$181B
$309 Million 3.75% of portfolio
3,150,000
Q3 2025 Reduced 25.39%
$28.4B
$289 Million 3.51% of portfolio
1,983,000
Q3 2025 Added 48.54%
$49.1B
$287 Million 3.48% of portfolio
239,000
Q3 2025 Reduced 39.03%
$182B
$267 Million 3.24% of portfolio
391,000
Q3 2025 New
$16.2B
$245 Million 2.97% of portfolio
3,350,248
Q3 2025 Reduced 8.51%
$3.15B
$228 Million 2.76% of portfolio
4,480,809
Q3 2025 Added 22.63%
$18.6B
$199 Million 2.42% of portfolio
4,067,000
Q3 2025 Added 86.3%
$15.2B
$182 Million 2.2% of portfolio
2,441,481
Q2 2025 Reduced 40.5%
$3.29B
$164 Million 1.99% of portfolio
8,266,000
Q3 2025 New
$1.27B
$122 Million 1.49% of portfolio
2,705,615
Q3 2025 Reduced 3.56%
$3.37B
$100 Million 1.22% of portfolio
1,213,347
Q3 2025 Added 10.46%
$2.7B
$93.1 Million 1.13% of portfolio
1,815,844
Q4 2024 Added 1.97%
$21.2B
$90.4 Million 1.1% of portfolio
621,000
Q3 2025 New
$4.09B
$89.3 Million 1.08% of portfolio
8,793,670
Q3 2025 Added 16.84%
Stubhub Hldgs Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Six Flags Entertainment Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced -0.0%
Core Scientific Inc New
-
$0 0.0% of portfolio
-
Q3 2025 New
Nebius Group N.V.
-
$0 0.0% of portfolio
-
Q3 2025 Added 55.71%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q2 2025 Added 30.58%
Madison Square Garden Entmt
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.56%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $8.24 Billion
  • Prior Value $6.38 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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