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Jericho Capital Asset Management L.P.

CIK 1525234 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Jericho Capital Asset Management L.P. reported 29 US-listed holdings worth $12.10 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: F5, Inc. (7.3%), AppLovin Corp. (7.1%) and Live Nation Entertainment, Inc. (6.3%). Against the quarter before, it opened 10 positions, added to 8, trimmed 4 and sold out of 4.

Reported holdings$12.10B+78.9% on Q1 2026
Positions29+6 on Q1 2026
The largest ten53.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
FFIV7.3%APP7.1%LYV6.3%FOXA6.2%CORZ4.8%RDDT4.8%MU4.5%LSCC4.1%FWONK4.1%HOOD4.0%ON3.8%TWLO3.7%SPHR3.7%15 more32.0%

The 14 largest of its 29 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $4.15 billion in 24 positions$4.15BQ3 24Q4 2024: $7.00 billion in 29 positions$7.00BQ4 24Q1 2025: $5.50 billion in 23 positions$5.50BQ1 25Q2 2025: $7.51 billion in 30 positions$7.51BQ2 25Q3 2025: $9.61 billion in 30 positions$9.61BQ3 25Q4 2025: $8.78 billion in 25 positions$8.78BQ4 25Q1 2026: $6.76 billion in 23 positions$6.76BQ1 26Q2 2026: $12.10 billion in 29 positions$12.1BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 10Added 8Held 7Trimmed 4Sold out 4
Opened: 10Added: 8Held: 7Trimmed: 4Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 10

  1. Reddit, Inc. RDDT$578.9 million
  2. Micron Technology Inc. MU$539.0 million
  3. Robinhood Markets, Inc. HOOD$484.7 million
  4. ON Semiconductor Corp. ON$461.5 million
  5. Lumentum Holdings Inc. LITE$405.2 million
  6. Forgent Power Solutions Inc FPS$247.4 million
  7. Motorola Solutions, Inc. MSI$234.0 million
  8. Zscaler Inc. ZS$192.4 million

and 2 more in the table below

Added to 8

  1. Lattice Semiconductor Corp. LSCC+3.0 million shares · +1371%
  2. Fox Corp. FOXA+7.6 million shares · +114%
  3. Twilio Inc. TWLO+1.5 million shares · +214%
  4. Core Scientific Inc. New CORZ+11.2 million shares · +95%
  5. Nutanix, Inc. NTNX+1.7 million shares · +45%
  6. Workiva Inc. WK+1.0 million shares · +41%
  7. Live Nation Entertainment, Inc. LYV+266,820 shares · +7%
  8. Western Digital Corp. WDC+63,202 shares · +11%

Trimmed 4

  1. Ciena Corp. CIEN-1.1 million shares · -66%
  2. Applied Materials Inc. AMAT-350,428 shares · -39%
  3. F5, Inc. FFIV-524,264 shares · -20%
  4. NVIDIA Corp. NVDA-128,000 shares · -8%

Sold out of 4

  1. Mongodb Inc. MDB$243.9 million last quarter
  2. Snowflake Inc. SNOW$240.1 million last quarter
  3. Kratos Defense & Security Solutions, Inc. KTOS$186.8 million last quarter
  4. Docusign, Inc. DOCU$142.2 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
F5, Inc. FFIV2,118,749$881.3 million7.28%-524,264
AppLovin Corp. APP1,677,224$864.2 million7.14%no change
Live Nation Entertainment, Inc. LYV4,194,203$768.0 million6.35%+266,820
Fox Corp. FOXA14,334,514$747.7 million6.18%+7,649,636
Core Scientific Inc. New CORZ22,882,942$585.6 million4.84%+11,159,492
Reddit, Inc. RDDT3,335,221$578.9 million4.79%new
Micron Technology Inc. MU466,943$539.0 million4.45%new
Lattice Semiconductor Corp. LSCC3,269,111$500.0 million4.13%+3,046,896
Liberty Media Corp. Del FWONK5,248,396$499.3 million4.13%no change
Robinhood Markets, Inc. HOOD4,833,000$484.7 million4.01%new
ON Semiconductor Corp. ON4,881,237$461.5 million3.81%new
Twilio Inc. TWLO2,192,455$452.4 million3.74%+1,494,944
Sphere Entertainment Co. SPHR2,605,615$450.8 million3.73%no change
Western Digital Corp. WDC644,764$411.8 million3.40%+63,202
Lumentum Holdings Inc. LITE472,235$405.2 million3.35%new
Applied Materials Inc. AMAT553,927$400.5 million3.31%-350,428
Alphabet Inc. GOOGL1,118,000$399.5 million3.30%no change
NVIDIA Corp. NVDA1,519,012$303.9 million2.51%-128,000
Madison Square Garden Entmt MSGE3,662,724$296.3 million2.45%no change
Nutanix, Inc. NTNX5,668,014$288.8 million2.39%+1,747,518
Lionsgate Studios Corp. LION18,815,105$288.1 million2.38%no change
Ciena Corp. CIEN561,513$275.5 million2.28%-1,094,659
Forgent Power Solutions Inc FPS4,429,000$247.4 million2.04%new
Motorola Solutions, Inc. MSI563,528$234.0 million1.93%new
Zscaler Inc. ZS1,362,862$192.4 million1.59%new
the Trade Desk Inc. TTD9,395,296$169.9 million1.40%new
Workiva Inc. WK3,482,515$168.9 million1.40%+1,016,770
Servicetitan TTAN1,940,000$137.2 million1.13%new
United States Cellular Corp. AD1,815,844$65.8 million0.54%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.