Jericho Capital Asset Management L.P.
An institutional investment manager in LOS ANGELES, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1525234.
- Reported value$12.10bn
- Positions29
Holdings: 29 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| F5 IncFFIV | COM | 315616102 | 881 | 7.3% | 2,118,749 | Reduced−524,264 | |
| Applovin CorpAPP | COM CL A | 03831W108 | 864 | 7.1% | 1,677,224 | Unchanged | |
| Live Nation Entertainment inLYV | COM | 538034109 | 768 | 6.3% | 4,194,203 | Added+266,820 | |
| Fox CorpFOXA | CL A COM | 35137L105 | 748 | 6.2% | 14,334,514 | Added+7,649,636 | |
| Core Scientific Inc NewCORZ | COM | 21874A106 | 586 | 4.8% | 22,882,942 | Added+11,159,492 | |
| Reddit IncRDDT | CL A | 75734B100 | 579 | 4.8% | 3,335,221 | New+3,335,221 | |
| Micron Technology IncMU | COM | 595112103 | 539 | 4.5% | 466,943 | New+466,943 | |
| Lattice Semiconductor CorpLSCC | COM | 518415104 | 500 | 4.1% | 3,269,111 | Added+3,046,896 | |
| Liberty Media Corp DelFWONA | COM LBTY ONE S C | 531229755 | 499 | 4.1% | 5,248,396 | Unchanged | |
| Robinhood MKTS IncHOOD | COM CL A | 770700102 | 485 | 4.0% | 4,833,000 | New+4,833,000 | |
| On Semiconductor CorpON | COM | 682189105 | 461 | 3.8% | 4,881,237 | New+4,881,237 | |
| Twilio IncTWLO | CL A | 90138F102 | 452 | 3.7% | 2,192,455 | Added+1,494,944 | |
| Sphere Entertainment CoSPHR | CL A | 55826T102 | 451 | 3.7% | 2,605,615 | Unchanged | |
| Western Digital CorpWDC | COM | 958102105 | 412 | 3.4% | 644,764 | Added+63,202 | |
| Lumentum Holdings IncLITE | COM | 55024U109 | 405 | 3.3% | 472,235 | New+472,235 | |
| Applied Matls IncAMAT | COM | 038222105 | 400 | 3.3% | 553,927 | Reduced−350,428 | |
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 400 | 3.3% | 1,118,000 | Unchanged | |
| Nvidia CorporationNVDA | COM | 67066G104 | 304 | 2.5% | 1,519,012 | Reduced−128,000 | |
| Madison Square Garden EntmtMSGE | COM CL A | 558256103 | 296 | 2.4% | 3,662,724 | Unchanged | |
| Nutanix IncNTNX | CL A | 67059N108 | 289 | 2.4% | 5,668,014 | Added+1,747,518 | |
| Lionsgate Studios CorpLION | COM | 53626N102 | 288 | 2.4% | 18,815,105 | Unchanged | |
| Ciena CorpCIEN | COM NEW | 171779309 | 275 | 2.3% | 561,513 | Reduced−1,094,659 | |
| Forgent Power Solutions IncFPS | COM SHS CL A | 34631F102 | 247 | 2.0% | 4,429,000 | New+4,429,000 | |
| Motorola Solutions IncMSI | COM NEW | 620076307 | 234 | 1.9% | 563,528 | New+563,528 | |
| Zscaler IncZS | COM | 98980G102 | 192 | 1.6% | 1,362,862 | New+1,362,862 | |
| The Trade Desk IncTTD | COM CL A | 88339J105 | 170 | 1.4% | 9,395,296 | New+9,395,296 | |
| Workiva IncWK | COM CL A | 98139A105 | 169 | 1.4% | 3,482,515 | Added+1,016,770 | |
| Servicetitan IncTTAN | SHS CL A | 81764X103 | 137 | 1.1% | 1,940,000 | New+1,940,000 | |
| Array Digital InfrastructureAD | COM | 911684108 | 65.8 | 0.5% | 1,815,844 | Unchanged |
Sold out: 4 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Docusign IncDOCU | COM | 256163106 | 0.0 | 0.0% | 0 | Sold out−3,000,000 | |
| Kratos Defense & Sec SolutioKTOS | COM NEW | 50077B207 | 0.0 | 0.0% | 0 | Sold out−2,649,578 | |
| Mongodb IncMDB | CL A | 60937P106 | 0.0 | 0.0% | 0 | Sold out−996,540 | |
| Snowflake IncSNOW | COM SHS | 833445109 | 0.0 | 0.0% | 0 | Sold out−1,591,778 |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003815 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.