Jericho Capital Asset Management L.P.
23 holdingsFiling period: 2026-03-31Current AUM: $8.29Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FFIV | F5 INC | 2.64M | $764.7M | $1.06B | 12.83% | +372.0K | 2026-03-31 |
| 2 | APP | APPLOVIN CORP | 1.68M | $667.5M | $664.0M | 8.01% | -418,095 | 2026-03-31 |
| 3 | CIEN | CIENA CORP | 1.66M | $643.0M | $624.5M | 7.53% | -- | 2026-03-31 |
| 4 | LYV | LIVE NATION ENTERTAINMENT IN | 3.93M | $599.0M | $683.9M | 8.25% | -69,129 | 2026-03-31 |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | 5.25M | $446.2M | $515.0M | 6.21% | +706.0K | 2026-03-31 |
| 6 | FOXA | FOX CORP | 6.68M | $390.4M | $389.3M | 4.69% | +3.71M | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 1.12M | $321.5M | $398.2M | 4.80% | -218,000 | 2026-03-31 |
| 8 | AMAT | APPLIED MATLS INC | 904.4K | $309.1M | $459.1M | 5.54% | -- | 2026-03-31 |
| 9 | SPHR | SPHERE ENTERTAINMENT CO | 2.61M | $305.9M | $373.3M | 4.50% | -- | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 1.65M | $287.2M | $330.6M | 3.99% | -3,416,000 | 2026-03-31 |
| 11 | MDB | MONGODB INC | 996.5K | $243.9M | $336.3M | 4.06% | -- | 2026-03-31 |
| 12 | SNOW | SNOWFLAKE INC | 1.59M | $240.1M | $466.8M | 5.63% | +16.2K | 2026-03-31 |
| 13 | MSGE | MADISON SQUARE GARDEN ENTMT | 3.66M | $215.8M | $283.0M | 3.41% | -- | 2026-03-31 |
| 14 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | 2.65M | $186.8M | $123.5M | 1.49% | -- | 2026-03-31 |
| 15 | LION | LIONSGATE STUDIOS CORP | 18.82M | $180.4M | $249.9M | 3.01% | +13.22M | 2026-03-31 |
| 16 | CORZ | CORE SCIENTIFIC INC NEW | 11.72M | $175.4M | $242.9M | 2.93% | -1,315,169 | 2026-03-31 |
| 17 | WDC | WESTERN DIGITAL CORP | 581.6K | $157.3M | $316.9M | 3.82% | -- | 2026-03-31 |
| 18 | NTNX | NUTANIX INC | 3.92M | $149.0M | $231.3M | 2.79% | +813.0K | 2026-03-31 |
| 19 | WK | WORKIVA INC | 2.47M | $147.0M | $147.5M | 1.78% | -- | 2026-03-31 |
| 20 | DOCU | DOCUSIGN INC | 3.00M | $142.2M | $164.5M | 1.98% | -1,754,753 | 2026-03-31 |
| 21 | TWLO | TWILIO INC | 697.5K | $87.8M | $137.7M | 1.66% | -- | 2026-03-31 |
| 22 | AD | ARRAY DIGITAL INFRASTRUCTURE | 1.82M | $83.8M | $63.3M | 0.76% | -- | 2026-03-31 |
| 23 | LSCC | LATTICE SEMICONDUCTOR CORP | 222.2K | $20.6M | $27.6M | 0.33% | -- | 2026-03-31 |
← Scroll →