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Jericho Capital Asset Management L.P. 13F holdings
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Jericho Capital Asset Management L.P. 13F holdings

Jericho Capital Asset Management L.P. reported 29 positions with a total reported value of $12.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: FFIV F5 INC (7.3%), APP APPLOVIN CORP (7.1%), LYV LIVE NATION ENTERTAINMENT IN (6.3%), FOXA FOX CORP (6.2%), CORZ CORE SCIENTIFIC INC NEW (4.8%). Against 2026-03-31 it opened 10 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

25 largest of 29 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
FFIV F5 INC2,118,749$881.3M7.3%
APP APPLOVIN CORP1,677,224$864.2M7.1%
LYV LIVE NATION ENTERTAINMENT IN4,194,203$768.0M6.3%
FOXA FOX CORP14,334,514$747.7M6.2%
CORZ CORE SCIENTIFIC INC NEW22,882,942$585.6M4.8%
RDDT REDDIT INC3,335,221$578.9M4.8%
MU MICRON TECHNOLOGY INC466,943$539.0M4.5%
LSCC LATTICE SEMICONDUCTOR CORP3,269,111$500.0M4.1%
FWONA LIBERTY MEDIA CORP DEL5,248,396$499.3M4.1%
ROBINHOOD MKTS INC4,833,000$484.7M4.0%
ON ON SEMICONDUCTOR CORP4,881,237$461.5M3.8%
TWLO TWILIO INC2,192,455$452.4M3.7%
SPHR SPHERE ENTERTAINMENT CO2,605,615$450.8M3.7%
WDC WESTERN DIGITAL CORP644,764$411.8M3.4%
LITE LUMENTUM HLDGS INC472,235$405.2M3.3%
APPLIED MATLS INC553,927$400.5M3.3%
GOOGL ALPHABET INC1,118,000$399.5M3.3%
NVDA NVIDIA CORPORATION1,519,012$303.9M2.5%
MSGE MADISON SQUARE GARDEN ENTMT3,662,724$296.3M2.4%
NTNX NUTANIX INC5,668,014$288.8M2.4%
LION LIONSGATE STUDIOS CORP18,815,105$288.1M2.4%
CIEN CIENA CORP561,513$275.5M2.3%
FPS FORGENT POWER SOLUTIONS INC4,429,000$247.4M2.0%
MSI MOTOROLA SOLUTIONS INC563,528$234.0M1.9%
ZS ZSCALER INC1,362,862$192.4M1.6%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 10 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
RDDT REDDIT INC3,335,221$578.9M4.8%
MU MICRON TECHNOLOGY INC466,943$539.0M4.5%
ROBINHOOD MKTS INC4,833,000$484.7M4.0%
ON ON SEMICONDUCTOR CORP4,881,237$461.5M3.8%
LITE LUMENTUM HLDGS INC472,235$405.2M3.3%
FPS FORGENT POWER SOLUTIONS INC4,429,000$247.4M2.0%
MSI MOTOROLA SOLUTIONS INC563,528$234.0M1.9%
ZS ZSCALER INC1,362,862$192.4M1.6%
TTD THE TRADE DESK INC9,395,296$169.9M1.4%
TTAN SERVICETITAN INC1,940,000$137.2M1.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
HoldingShares 2026-03-31Reported value% of portfolio then
MDB MONGODB INC996,540$243.9M3.6%
SNOW SNOWFLAKE INC1,591,778$240.1M3.5%
KRATOS DEFENSE & SEC SOLUTIO2,649,578$186.8M2.8%
DOCU DOCUSIGN INC3,000,000$142.2M2.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
LSCC LATTICE SEMICONDUCTOR CORP222,2153,269,111+1,371.1%$500.0M
FOXA FOX CORP6,684,87814,334,514+114.4%$747.7M
TWLO TWILIO INC697,5112,192,455+214.3%$452.4M
CORZ CORE SCIENTIFIC INC NEW11,723,45022,882,942+95.2%$585.6M
NTNX NUTANIX INC3,920,4965,668,014+44.6%$288.8M
WK WORKIVA INC2,465,7453,482,515+41.2%$168.9M
LYV LIVE NATION ENTERTAINMENT IN3,927,3834,194,203+6.8%$768.0M
WDC WESTERN DIGITAL CORP581,562644,764+10.9%$411.8M

Decreases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
CIEN CIENA CORP1,656,172561,513-66.1%$275.5M
APPLIED MATLS INC904,355553,927-38.7%$400.5M
FFIV F5 INC2,643,0132,118,749-19.8%$881.3M
NVDA NVIDIA CORPORATION1,647,0121,519,012-7.8%$303.9M
CIK 1525234 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

More 13F data

Largest 13F filers Fund moves on the desk

Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-12 · For informational purposes only, not investment advice.
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