Jericho Capital Asset Management L.P. Top Holdings and 13F Report (2026) About Jericho Capital Asset Management L.P.Investment ActivityJericho Capital Asset Management L.P. has $6.76 billion in total holdings as of March 31, 2026.Jericho Capital Asset Management L.P. owns shares of 23 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 21.48% of the portfolio was purchased this quarter.About 40.01% of the portfolio was sold this quarter.This quarter, Jericho Capital Asset Management L.P. has purchased 25 new stocks and bought additional shares in 6 stocks.Jericho Capital Asset Management L.P. sold shares of 6 stocks and completely divested from 8 stocks this quarter.Largest Holdings F5 $764,702,952APPLOVIN CORP $667,535,152Ciena $642,975,655Live Nation Entertainment $598,965,181Liberty Media Corporation - Liberty Formula One Series C $446,218,628 Largest New Holdings this Quarter 038222105 - Applied Materials $309,099,496 Holding50077B207 - Kratos Defense & Security Solutions $186,821,746 Holding958102105 - Western Digital $157,306,706 Holding98139A105 - Workiva $147,032,374 Holding90138F102 - Twilio $87,760,834 Holding Largest Purchases this Quarter Applied Materials 904,355 shares (about $309.10M)FOX 3,711,878 shares (about $216.77M)Kratos Defense & Security Solutions 2,649,578 shares (about $186.82M)Western Digital 581,562 shares (about $157.31M)Workiva 2,465,745 shares (about $147.03M) Largest Sales this Quarter NVIDIA 3,416,000 shares (about $595.75M)APPLOVIN CORP 418,095 shares (about $166.40M)Docusign 1,754,753 shares (about $83.19M)Alphabet 218,000 shares (about $62.69M)CORE SCIENTIFIC INC NEW 1,315,169 shares (about $19.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJericho Capital Asset Management L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFFIVF5$764,702,952$107,630,760 â–²16.4%2,643,01311.3%Computer and TechnologyAPPLOVIN CORP$667,535,152$166,401,810 â–¼-20.0%1,677,2249.9%COM CL ACIENCiena$642,975,6550.0%1,656,1729.5%Computer and TechnologyLYVLive Nation Entertainment$598,965,181$10,542,864 â–¼-1.7%3,927,3838.9%Consumer DiscretionaryFWONKLiberty Media Corporation - Liberty Formula One Series C$446,218,628$60,024,120 â–²15.5%5,248,3966.6%Consumer DiscretionaryFOXAFOX$390,396,876$216,773,676 â–²124.9%6,684,8785.8%Consumer DiscretionaryGOOGLAlphabet$321,492,080$62,688,080 â–¼-16.3%1,118,0004.8%Computer and TechnologyAMATApplied Materials$309,099,496$309,099,496 â–²New Holding904,3554.6%Computer and TechnologySPHRSphere Entertainment$305,899,2010.0%2,605,6154.5%Consumer DiscretionaryNVDANVIDIA$287,238,893$595,750,400 â–¼-67.5%1,647,0124.2%Computer and TechnologyMDBMongoDB$243,923,0970.0%996,5403.6%Computer and TechnologySNOWSnowflake$240,071,958$2,442,982 â–²1.0%1,591,7783.5%Computer and TechnologyMSGEMadison Square Garden Entertainment$215,771,0710.0%3,662,7243.2%Consumer DiscretionaryKTOSKratos Defense & Security Solutions$186,821,746$186,821,746 â–²New Holding2,649,5782.8%AerospaceLIONSGATE STUDIOS CORP$180,436,857$126,742,447 â–²236.0%18,815,1052.7%COMCORE SCIENTIFIC INC NEW$175,382,811$19,674,928 â–¼-10.1%11,723,4502.6%COMWDCWestern Digital$157,306,706$157,306,706 â–²New Holding581,5622.3%Computer and TechnologyNTNXNutanix$149,018,053$30,902,700 â–²26.2%3,920,4962.2%Computer and TechnologyWKWorkiva$147,032,374$147,032,374 â–²New Holding2,465,7452.2%Computer and TechnologyDOCUDocusign$142,230,000$83,192,840 â–¼-36.9%3,000,0002.1%Computer and TechnologyTWLOTwilio$87,760,834$87,760,834 â–²New Holding697,5111.3%Computer and TechnologyUSMUnited States Cellular$83,783,0430.0%1,815,8441.2%Computer and TechnologyLSCCLattice Semiconductor$20,612,664$20,612,664 â–²New Holding222,2150.3%Computer and TechnologyNFLXNetflix$0$406,168,320 â–¼-100.0%00.0%Consumer DiscretionaryCFLTConfluent$0$335,482,560 â–¼-100.0%00.0%Computer and TechnologyAFRMAffirm$0$268,040,888 â–¼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$262,622,087 â–¼-100.0%00.0%Computer and TechnologyUPSTUpstart$0$219,166,408 â–¼-100.0%00.0%FinanceAMBAAmbarella$0$112,428,817 â–¼-100.0%00.0%Computer and TechnologyZIZoomInfo Technologies$0$89,431,624 â–¼-100.0%00.0%Computer and TechnologySRADSportradar Group$0$75,117,336 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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