# Jericho Capital Asset Management L.P.: Form 13F holdings

An institutional investment manager in LOS ANGELES, CA. SEC CIK 1525234.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $12.10bn
- Positions: 29 (29 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1525234/000117266126003815/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [F5 INC (FFIV)](/companies/ffiv.md) | COM | $881.3m | 7.3% | 2,118,749 |  | Reduced −524,264 |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $864.2m | 7.1% | 1,677,224 |  | Unchanged |
| [LIVE NATION ENTERTAINMENT IN (LYV)](/companies/lyv.md) | COM | $768.0m | 6.3% | 4,194,203 |  | Added +266,820 |
| [FOX CORP (FOXA)](/companies/foxa.md) | CL A COM | $747.7m | 6.2% | 14,334,514 |  | Added +7,649,636 |
| [CORE SCIENTIFIC INC NEW (CORZ)](/companies/corz.md) | COM | $585.6m | 4.8% | 22,882,942 |  | Added +11,159,492 |
| [REDDIT INC (RDDT)](/companies/rddt.md) | CL A | $578.9m | 4.8% | 3,335,221 |  | New +3,335,221 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $539.0m | 4.5% | 466,943 |  | New +466,943 |
| [LATTICE SEMICONDUCTOR CORP (LSCC)](/companies/lscc.md) | COM | $500.0m | 4.1% | 3,269,111 |  | Added +3,046,896 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S C | $499.3m | 4.1% | 5,248,396 |  | Unchanged |
| [ROBINHOOD MKTS INC (HOOD)](/companies/hood.md) | COM CL A | $484.7m | 4.0% | 4,833,000 |  | New +4,833,000 |
| [ON SEMICONDUCTOR CORP (ON)](/companies/on.md) | COM | $461.5m | 3.8% | 4,881,237 |  | New +4,881,237 |
| [TWILIO INC (TWLO)](/companies/twlo.md) | CL A | $452.4m | 3.7% | 2,192,455 |  | Added +1,494,944 |
| [SPHERE ENTERTAINMENT CO (SPHR)](/companies/sphr.md) | CL A | $450.8m | 3.7% | 2,605,615 |  | Unchanged |
| [WESTERN DIGITAL CORP (WDC)](/companies/wdc.md) | COM | $411.8m | 3.4% | 644,764 |  | Added +63,202 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $405.2m | 3.3% | 472,235 |  | New +472,235 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $400.5m | 3.3% | 553,927 |  | Reduced −350,428 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $399.5m | 3.3% | 1,118,000 |  | Unchanged |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $303.9m | 2.5% | 1,519,012 |  | Reduced −128,000 |
| [MADISON SQUARE GARDEN ENTMT (MSGE)](/companies/msge.md) | COM CL A | $296.3m | 2.4% | 3,662,724 |  | Unchanged |
| [NUTANIX INC (NTNX)](/companies/ntnx.md) | CL A | $288.8m | 2.4% | 5,668,014 |  | Added +1,747,518 |
| [LIONSGATE STUDIOS CORP (LION)](/companies/lion.md) | COM | $288.1m | 2.4% | 18,815,105 |  | Unchanged |
| [CIENA CORP (CIEN)](/companies/cien.md) | COM NEW | $275.5m | 2.3% | 561,513 |  | Reduced −1,094,659 |
| [FORGENT POWER SOLUTIONS INC (FPS)](/companies/fps.md) | COM SHS CL A | $247.4m | 2.0% | 4,429,000 |  | New +4,429,000 |
| [MOTOROLA SOLUTIONS INC (MSI)](/companies/msi.md) | COM NEW | $234.0m | 1.9% | 563,528 |  | New +563,528 |
| [ZSCALER INC (ZS)](/companies/zs.md) | COM | $192.4m | 1.6% | 1,362,862 |  | New +1,362,862 |
| [THE TRADE DESK INC (TTD)](/companies/ttd.md) | COM CL A | $169.9m | 1.4% | 9,395,296 |  | New +9,395,296 |
| [WORKIVA INC (WK)](/companies/wk.md) | COM CL A | $168.9m | 1.4% | 3,482,515 |  | Added +1,016,770 |
| [SERVICETITAN INC (TTAN)](/companies/ttan.md) | SHS CL A | $137.2m | 1.1% | 1,940,000 |  | New +1,940,000 |
| [ARRAY DIGITAL INFRASTRUCTURE (AD)](/companies/ad.md) | COM | $65.8m | 0.5% | 1,815,844 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DOCUSIGN INC (DOCU)](/companies/docu.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,000,000 |
| [KRATOS DEFENSE & SEC SOLUTIO (KTOS)](/companies/ktos.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −2,649,578 |
| [MONGODB INC (MDB)](/companies/mdb.md) | CL A | $0 | 0.0% | 0 |  | Sold out −996,540 |
| [SNOWFLAKE INC (SNOW)](/companies/snow.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −1,591,778 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003815. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.