Jericho Capital Asset Management L.P.

Q3 2024 13F-HR Detailed Holdings

Location
New York, NY
Holdings as of
9/30/2024
Date filed
11/14/2024
Form type
13F-HR
Num holdings
24
Total value ($000)
$4,146,374
Net value change ($000)
+822,319 (24.7%)
New positions
8
Sold out positions
6
Turnover %
30.6%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/14/2024 Next filing: 2/14/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q2 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AFRM 190,186 NEW
WBD 184,839 NEW
NFLX 176,179 65.3%
APP 157,693 56.9%
PLTR 119,933 NEW
SNAP 117,133 NEW
FWONA 89,195 169.3%
OKTA 76,678 621.3%
FROG 72,684 NEW
CFLT 51,786 NEW
Top Reduces (Value $000, Stocks/ETFs)
TSM -170,183 -100.0%
TTD -89,586 -37.9%
SN -75,173 -100.0%
INFA -67,465 -100.0%
HOOD -63,452 -100.0%
DV -59,500 -100.0%
NU -56,574 -100.0%
DT -12,836 -5.7%
ASML -8,971 -10.6%
NTNX -4,168 -1.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None