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Jericho Capital Asset Management L.P.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $12,098,624,849
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- F5 INC · COM · 315616102 · shares: $881,314,834
- APPLOVIN CORP · COM CL A · 03831W108 · shares: $864,156,122
- LIVE NATION ENTERTAINMENT IN · COM · 538034109 · shares: $768,000,511
- FOX CORP · CL A COM · 35137L105 · shares: $747,688,251
- CORE SCIENTIFIC INC NEW · COM · 21874A106 · shares: $585,574,486
- REDDIT INC · CL A · 75734B100 · shares: $578,927,661
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $538,987,635
- LATTICE SEMICONDUCTOR CORP · COM · 518415104 · shares: $500,043,219
- LIBERTY MEDIA CORP DEL · COM LBTY ONE S C · 531229755 · shares: $499,332,396
- ROBINHOOD MKTS INC · COM CL A · 770700102 · shares: $484,653,240
Reported holdings
29 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| F5 INC | COM | 315616102 | — | 2,118,749 shares | $881,314,834 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 1,677,224 shares | $864,156,122 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 4,194,203 shares | $768,000,511 |
| FOX CORP | CL A COM | 35137L105 | — | 14,334,514 shares | $747,688,251 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 | — | 22,882,942 shares | $585,574,486 |
| REDDIT INC | CL A | 75734B100 | — | 3,335,221 shares | $578,927,661 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 466,943 shares | $538,987,635 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | — | 3,269,111 shares | $500,043,219 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 5,248,396 shares | $499,332,396 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 4,833,000 shares | $484,653,240 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 4,881,237 shares | $461,472,146 |
| TWILIO INC | CL A | 90138F102 | — | 2,192,455 shares | $452,369,240 |
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 | — | 2,605,615 shares | $450,849,563 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 644,764 shares | $411,823,662 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 472,235 shares | $405,205,965 |
| APPLIED MATLS INC | COM | 038222105 | — | 553,927 shares | $400,489,221 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,118,000 shares | $399,539,661 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,519,012 shares | $303,939,110 |
| MADISON SQUARE GARDEN ENTMT | COM CL A | 558256103 | — | 3,662,724 shares | $296,277,745 |
| NUTANIX INC | CL A | 67059N108 | — | 5,668,014 shares | $288,841,994 |
| LIONSGATE STUDIOS CORP | COM | 53626N102 | — | 18,815,105 shares | $288,059,258 |
| CIENA CORP | COM NEW | 171779309 | — | 561,513 shares | $275,455,817 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 4,429,000 shares | $247,403,940 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 563,528 shares | $234,027,543 |
| ZSCALER INC | COM | 98980G102 | — | 1,362,862 shares | $192,367,972 |
| THE TRADE DESK INC | COM CL A | 88339J105 | — | 9,395,296 shares | $169,866,952 |
| WORKIVA INC | COM CL A | 98139A105 | — | 3,482,515 shares | $168,936,802 |
| SERVICETITAN INC | SHS CL A | 81764X103 | — | 1,940,000 shares | $137,177,400 |
| ARRAY DIGITAL INFRASTRUCTURE | COM | 911684108 | — | 1,815,844 shares | $65,842,503 |