JERICHO CAPITAL ASSET MANAGEMENT L P
Q1 2025 Form 13-F
NEW YORK, NEW YORK
CIK 0001525234
· CRD 156701
· SEC-registered investment adviser
$5.5B Reported Value Total
JERICHO CAPITAL ASSET MANAGEMENT L.P. reports 7 total accounts under management (AUM). There are 7 discretionary accounts valued at $7,362,497,000, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
10 funds
· $17.7B gross asset value
Hedge Fund: $17.6B · Private Equity Fund: $111.2M
Source: Form ADV filed 2026-04-27
Reported value
$5.5B
Quarter over quarter
-7.6%
Holdings
23
Top-10 concentration
69.7%
Filing Structure
Reports holdings for
- Jericho Capital Master Fund LP (not a 13F filer in our records) · File #028-14688 · Q2 2013 – Q1 2015
Key People
Form ADV owners & control persons
Josh Resnick
LIMITED PARTNER
Sangyeup Lee
CHIEF OPERATING OFFICER
Emer O'Hanlon
CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | May 15, 2025 |
| Form | 13F-HR |
| Reported value | $5.5B |
| Positions | 23 |
| Change in reported value | -21.5% |
| New positions | 3 |
| Exited positions | 9 |
| Position turnover | 37.5% |
| Top-10 concentration | 69.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
29 | $12.1B |
|
Q1 2026 13F
Filed May 15, 2026
|
23 | $6.8B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
25 | $8.8B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
30 | $9.6B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
30 | $7.5B |
|
Q1 2025 13F
Filed May 15, 2025
|
23 | $5.5B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
29 | $7.0B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
24 | $4.1B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
22 | $3.3B |
|
Q1 2024 13F
Filed May 15, 2024
|
28 | $3.7B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
27 | $3.3B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
23 | $2.9B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
22 | $2.6B |
|
Q1 2023 13F
Filed May 15, 2023
|
28 | $2.4B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
23 | $1.4B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
24 | $1.6B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
26 | $1.6B |
|
Q1 2022 13F
Filed May 16, 2022
|
21 | $1.9B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
29 | $2.7B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
42 | $3.7B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | APP APPLOVIN CORP | $740.3M | 13.47% |
| 2 | NFLX NETFLIX INC | $539.9M | 9.82% |
| 3 | UBER UBER TECHNOLOGIES INC | $410.2M | 7.46% |
| 4 | LYV LIVE NATION ENTERTAINMENT IN | $410.2M | 7.46% |
| 5 | DOCU DOCUSIGN INC | $387.0M | 7.04% |
| 6 | TWLO TWILIO INC | $321.2M | 5.84% |
| 7 | NTNX NUTANIX INC | $286.4M | 5.21% |
| 8 | FWONK LIBERTY MEDIA CORP DEL | $265.7M | 4.83% |
| 9 | WBD WARNER BROS DISCOVERY INC | $240.4M | 4.37% |
| 10 | META META PLATFORMS INC | $229.3M | 4.17% |
| 11 | AFRM AFFIRM HLDGS INC | $228.5M | 4.16% |
| 12 | JNPR JUNIPER NETWORKS INC | $204.2M | 3.71% |
| 13 | QRVO QORVO INC | $169.0M | 3.07% |
| 14 | NVDA NVIDIA CORPORATION | $165.5M | 3.01% |
| 15 | MDB MONGODB INC | $161.5M | 2.94% |
| 16 | AD UNITED STATES CELLULAR CORP | $125.6M | 2.28% |
| 17 | DT DYNATRACE INC | $119.2M | 2.17% |
| 18 | MSGE MADISON SQUARE GARDEN ENTMT | $94.5M | 1.72% |
| 19 | SIX SIX FLAGS ENTERTAINMENT CORP | $93.3M | 1.7% |
| 20 | SPHR SPHERE ENTERTAINMENT CO | $91.8M | 1.67% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.