Jericho Capital Asset Management L.P.
Jericho Capital Asset Management L.P. reported 29 holdings worth US$12.1B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Jericho Capital Asset Management L.P. reported 29 holdings worth US$12.1B as of Jun 30, 2026. Largest: F5, Inc., Applovin Corporation and Live Nation Entertainment, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 29
- Value as reported
- US$12.1B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| F5, Inc. | 2.12M | US$881M | 7.3% |
| Applovin Corporation | 1.68M | US$864M | 7.1% |
| Live Nation Entertainment, Inc. | 4.19M | US$768M | 6.3% |
| Fox Corporation | 14.3M | US$748M | 6.2% |
| Core Scientific, Inc. | 22.9M | US$586M | 4.8% |
| Reddit, Inc. | 3.34M | US$579M | 4.8% |
| Micron Technology, Inc. | 467K | US$539M | 4.5% |
| Lattice Semiconductor Corporation | 3.27M | US$500M | 4.1% |
| Liberty Media Corporation - Series A Liberty Formula One | 5.25M | US$499M | 4.1% |
| Robinhood Markets, Inc. | 4.83M | US$485M | 4.0% |
| On Semiconductor Corporation | 4.88M | US$461M | 3.8% |
| Twilio Inc. | 2.19M | US$452M | 3.7% |
| Sphere Entertainment Co. | 2.61M | US$451M | 3.7% |
| Western Digital Corporation | 645K | US$412M | 3.4% |
| Lumentum Holdings Inc. | 472K | US$405M | 3.3% |
| Applied Materials, Inc. | 554K | US$400M | 3.3% |
| Alphabet Inc (google) Class C | 1.12M | US$400M | 3.3% |
| Nvidia Corporation | 1.52M | US$304M | 2.5% |
| Madison Square Garden Entertainment Corp. | 3.66M | US$296M | 2.4% |
| Nutanix, Inc. | 5.67M | US$289M | 2.4% |
| Lionsgate Studios Corp | 18.8M | US$288M | 2.4% |
| Ciena Corporation | 562K | US$275M | 2.3% |
| Forgent Power Solutions, Inc. | 4.43M | US$247M | 2.0% |
| Motorola Solutions, Inc. | 564K | US$234M | 1.9% |
| Zscaler Inc | 1.36M | US$192M | 1.6% |
| The Trade Desk, Inc. | 9.4M | US$170M | 1.4% |
| Workiva Inc. | 3.48M | US$169M | 1.4% |
| Servicetitan, Inc. | 1.94M | US$137M | 1.1% |
| Array Digital Infrastructure, Inc. | 1.82M | US$65.8M | 0.54% |
| Snowflake Inc. | 0 | US$0 | 0.00% |
| Docusign, Inc. | 0 | US$0 | 0.00% |
| Kratos Defense & Security Solutions, Inc. | 0 | US$0 | 0.00% |
| Mongodb, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related