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Jericho Capital Asset Management L.P. 13F holdings

Filed 2026-08-14 · Jericho Capital Asset Management L.P. · 29 positions · $12.1B

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TickerCompanySharesValue% of portfolio
FFIVF5 INC2.1M$881.3M7.3%
APPAPPLOVIN CORP1.7M$864.2M7.1%
LYVLIVE NATION ENTERTAINMENT IN4.2M$768.0M6.3%
FOXFOX CORP14.3M$747.7M6.2%
CORZCORE SCIENTIFIC INC NEW22.9M$585.6M4.8%
RDDTREDDIT INC3.3M$578.9M4.8%
MUMICRON TECHNOLOGY INC466.9K$539.0M4.5%
LSCCLATTICE SEMICONDUCTOR CORP3.3M$500.0M4.1%
FWONKLIBERTY MEDIA CORP DEL5.2M$499.3M4.1%
HOODROBINHOOD MKTS INC4.8M$484.7M4.0%
ONON SEMICONDUCTOR CORP4.9M$461.5M3.8%
TWLOTWILIO INC2.2M$452.4M3.7%
SPHRSPHERE ENTERTAINMENT CO2.6M$450.8M3.7%
WDCWESTERN DIGITAL CORP644.8K$411.8M3.4%
LITELUMENTUM HLDGS INC472.2K$405.2M3.3%
AMATAPPLIED MATLS INC553.9K$400.5M3.3%
GOOGLALPHABET INC1.1M$399.5M3.3%
NVDANVIDIA CORPORATION1.5M$303.9M2.5%
MSGEMADISON SQUARE GARDEN ENTMT3.7M$296.3M2.4%
NTNXNUTANIX INC5.7M$288.8M2.4%
LIONLIONSGATE STUDIOS CORP18.8M$288.1M2.4%
CIENCIENA CORP561.5K$275.5M2.3%
FORGENTFORGENT POWER SOLUTIONS INC4.4M$247.4M2.0%
MSIMOTOROLA SOLUTIONS INC563.5K$234.0M1.9%
ZSZSCALER INC1.4M$192.4M1.6%
TTDTHE TRADE DESK INC9.4M$169.9M1.4%
WKWORKIVA INC3.5M$168.9M1.4%
TTANSERVICETITAN INC1.9M$137.2M1.1%
ADARRAY DIGITAL INFRASTRUCTURE1.8M$65.8M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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