JCAM
Jericho Capital Asset Management’s Nutanix NTNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187M | Sell |
2,441,481
-1,661,512
| -40% | -$127M | 2.49% | 17 |
|
|
2025
Q1 | $286M | Buy |
4,102,993
+1,308,357
| +47% | +$91.3M | 5.21% | 7 |
|
|
2024
Q4 | $171M | Sell |
2,794,636
-962,367
| -26% | -$58.9M | 2.44% | 15 |
|
|
2024
Q3 | $223M | Sell |
3,757,003
-231,920
| -6% | -$13.7M | 5.37% | 6 |
|
|
2024
Q2 | $227M | Hold |
3,988,923
| – | – | 6.82% | 7 |
|
|
2024
Q1 | $246M | Buy |
3,988,923
+462,000
| +13% | +$28.5M | 6.57% | 3 |
|
|
2023
Q4 | $168M | Buy |
3,526,923
+1,163,923
| +49% | +$55.5M | 5.15% | 6 |
|
|
2023
Q3 | $82.4M | Buy |
+2,363,000
| New | +$82.4M | 2.8% | 12 |
|