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 $12.10 billion in total holdings as of June 30, 2026.Jericho Capital Asset Management L.P. owns shares of 29 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 42.46% of the portfolio was purchased this quarter.About 15.27% of the portfolio was sold this quarter.This quarter, Jericho Capital Asset Management L.P. has purchased 23 new stocks and bought additional shares in 8 stocks.Jericho Capital Asset Management L.P. sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings F5 $881,314,834APPLOVIN CORP $864,156,122Live Nation Entertainment $768,000,511FOX $747,688,251CORE SCIENTIFIC INC NEW $585,574,486 Largest New Holdings this Quarter 75734B100 - REDDIT INC $578,927,661 Holding595112103 - Micron Technology $538,987,635 Holding770700102 - Robinhood Markets $484,653,240 Holding682189105 - onsemi $461,472,146 Holding55024U109 - Lumentum $405,205,965 Holding Largest Purchases this Quarter REDDIT INC 3,335,221 shares (about $578.93M)Micron Technology 466,943 shares (about $538.99M)Robinhood Markets 4,833,000 shares (about $484.65M)Lattice Semiconductor 3,046,896 shares (about $466.05M)onsemi 4,881,237 shares (about $461.47M) Largest Sales this Quarter Ciena 1,094,659 shares (about $537.00M)Applied Materials 350,428 shares (about $253.36M)F5 524,264 shares (about $218.07M)NVIDIA 128,000 shares (about $25.61M) 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$881,314,834$218,072,853 â–¼-19.8%2,118,7497.3%TechnologyAPPLOVIN CORP$864,156,1220.0%1,677,2247.1%COM CL ALYVLive Nation Entertainment$768,000,511$48,857,410 â–²6.8%4,194,2036.3%Communication ServicesFOXAFOX$747,688,251$399,005,014 â–²114.4%14,334,5146.2%Communication ServicesCORE SCIENTIFIC INC NEW$585,574,486$285,571,400 â–²95.2%22,882,9424.8%COMREDDIT INC$578,927,661$578,927,661 â–²New Holding3,335,2214.8%CL AMUMicron Technology$538,987,635$538,987,635 â–²New Holding466,9434.5%TechnologyLSCCLattice Semiconductor$500,043,219$466,053,213 â–²1,371.1%3,269,1114.1%TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$499,332,3960.0%5,248,3964.1%Communication ServicesHOODRobinhood Markets$484,653,240$484,653,240 â–²New Holding4,833,0004.0%FinanceONonsemi$461,472,146$461,472,146 â–²New Holding4,881,2373.8%TechnologyTWLOTwilio$452,369,240$308,451,795 â–²214.3%2,192,4553.7%TechnologySPHRSphere Entertainment$450,849,5630.0%2,605,6153.7%Communication ServicesWDCWestern Digital$411,823,662$40,368,381 â–²10.9%644,7643.4%TechnologyLITELumentum$405,205,965$405,205,965 â–²New Holding472,2353.3%TechnologyAMATApplied Materials$400,489,221$253,359,444 â–¼-38.7%553,9273.3%TechnologyGOOGLAlphabet$399,539,6610.0%1,118,0003.3%Communication ServicesNVDANVIDIA$303,939,110$25,611,520 â–¼-7.8%1,519,0122.5%TechnologyMSGEMadison Square Garden Entertainment$296,277,7450.0%3,662,7242.4%Communication ServicesNTNXNutanix$288,841,994$89,053,517 â–²44.6%5,668,0142.4%TechnologyLIONSGATE STUDIOS CORP$288,059,2580.0%18,815,1052.4%COMCIENCiena$275,455,817$536,995,918 â–¼-66.1%561,5132.3%TechnologyFORGENT POWER SOLUTIONS INC$247,403,940$247,403,940 â–²New Holding4,429,0002.0%COM SHS CL AMSIMotorola Solutions$234,027,543$234,027,543 â–²New Holding563,5281.9%TechnologyZSZscaler$192,367,972$192,367,972 â–²New Holding1,362,8621.6%TechnologyTTDTrade Desk$169,866,952$169,866,952 â–²New Holding9,395,2961.4%Communication ServicesWKWorkiva$168,936,802$49,323,513 â–²41.2%3,482,5151.4%TechnologySERVICETITAN INC$137,177,400$137,177,400 â–²New Holding1,940,0001.1%SHS CL AARRAY DIGITAL INFRASTRUCTURE$65,842,5030.0%1,815,8440.5%COMMDBMongoDB$0$243,923,097 â–¼-100.0%00.0%TechnologySNOWSnowflake$0$240,071,958 â–¼-100.0%00.0%TechnologyKTOSKratos Defense & Security Solutions$0$186,821,746 â–¼-100.0%00.0%IndustrialsDOCUDocusign$0$142,230,000 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
