Back to Jericho Capital Asset Management L.P.
Jericho Capital Asset Management L.P.
Q2 2026 13F filing
Updated 27 days ago29 disclosed positions worth $12.1B
Portfolio value
$12.1B
Total holdings
29
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | F FDX F5 INC | $881.3M | 2.12M | 7.28% | — |
| 2 | A APP APPLOVIN CORP | $864.2M | 1.68M | 7.14% | — |
| 3 | L LYV LIVE NATION ENTERTAINMENT IN | $768M | 4.19M | 6.35% | — |
| 4 | F FOX FOX CORP | $747.7M | 14.33M | 6.18% | — |
| 5 | C CORZR CORE SCIENTIFIC INC NEW | $585.6M | 22.88M | 4.84% | — |
| 6 | R RDDT REDDIT INC | $578.9M | 3.34M | 4.79% | — |
| 7 | M MU MICRON TECHNOLOGY INC | $539M | 466.9K | 4.45% | — |
| 8 | L LSCC LATTICE SEMICONDUCTOR CORP | $500M | 3.27M | 4.13% | — |
| 9 | F FWONB LIBERTY MEDIA CORP DEL | $499.3M | 5.25M | 4.13% | — |
| 10 | H HOOD ROBINHOOD MKTS INC | $484.7M | 4.83M | 4.01% | — |
| 11 | O ON ON SEMICONDUCTOR CORP | $461.5M | 4.88M | 3.81% | — |
| 12 | T TWLO TWILIO INC | $452.4M | 2.19M | 3.74% | — |
| 13 | S SPHR SPHERE ENTERTAINMENT CO | $450.8M | 2.61M | 3.73% | — |
| 14 | W WDC WESTERN DIGITAL CORP | $411.8M | 644.8K | 3.40% | — |
| 15 | L LITE LUMENTUM HLDGS INC | $405.2M | 472.2K | 3.35% | — |
| 16 | A AMAT APPLIED MATLS INC | $400.5M | 553.9K | 3.31% | — |
| 17 | G GOOGN ALPHABET INC | $399.5M | 1.12M | 3.30% | — |
| 18 | N NVDA NVIDIA CORPORATION | $303.9M | 1.52M | 2.51% | — |
| 19 | M MSGE MADISON SQUARE GARDEN ENTMT | $296.3M | 3.66M | 2.45% | — |
| 20 | N NTNX NUTANIX INC | $288.8M | 5.67M | 2.39% | — |
| 21 | L LION LIONSGATE STUDIOS CORP | $288.1M | 18.82M | 2.38% | — |
| 22 | C CIEN CIENA CORP | $275.5M | 561.5K | 2.28% | — |
| 23 | F FPS FORGENT POWER SOLUTIONS INC | $247.4M | 4.43M | 2.04% | — |
| 24 | M MSI MOTOROLA SOLUTIONS INC | $234M | 563.5K | 1.93% | — |
| 25 | Z ZS ZSCALER INC | $192.4M | 1.36M | 1.59% | — |
| 26 | T TTD THE TRADE DESK INC | $169.9M | 9.40M | 1.40% | — |
| 27 | W WK WORKIVA INC | $168.9M | 3.48M | 1.40% | — |
| 28 | T TTAN SERVICETITAN INC | $137.2M | 1.94M | 1.13% | — |
| 29 | U UZF ARRAY DIGITAL INFRASTRUCTURE | $65.8M | 1.82M | 0.54% | — |