Jericho Capital Asset Management L.P.
29 holdingsFiling period: 2026-06-30Current AUM: $10.70Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FFIV | F5 Inc | 2.12M | $881.3M | $953.6M | 8.91% | -524,264 | 2026-06-30 |
| 2 | APP | Applovin Corp | 1.68M | $864.2M | $443.3M | 4.14% | -- | 2026-06-30 |
| 3 | LYV | Live Nation Entertainment in | 4.19M | $768.0M | $731.9M | 6.84% | +266.8K | 2026-06-30 |
| 4 | FOXA | Fox Corp | 14.33M | $747.7M | $978.6M | 9.14% | +7.65M | 2026-06-30 |
| 5 | CORZ | Core Scientific Inc New | 22.88M | $585.6M | $302.1M | 2.82% | +11.16M | 2026-06-30 |
| 6 | RDDT | Reddit Inc | 3.34M | $578.9M | $501.1M | 4.68% | -- | 2026-06-30 |
| 7 | MU | Micron Technology Inc | 466.9K | $539.0M | $399.9M | 3.74% | -- | 2026-06-30 |
| 8 | LSCC | Lattice Semiconductor Corp | 3.27M | $500.0M | $315.1M | 2.94% | +3.05M | 2026-06-30 |
| 9 | FWONK | Liberty Media Corp Del | 5.25M | $499.3M | $478.4M | 4.47% | -- | 2026-06-30 |
| 10 | HOOD | Robinhood Mkts Inc | 4.83M | $484.7M | $466.8M | 4.36% | -- | 2026-06-30 |
| 11 | ON | ON Semiconductor Corp | 4.88M | $461.5M | $357.5M | 3.34% | -- | 2026-06-30 |
| 12 | TWLO | Twilio Inc | 2.19M | $452.4M | $556.1M | 5.20% | +1.49M | 2026-06-30 |
| 13 | SPHR | Sphere Entertainment Co | 2.61M | $450.8M | $290.8M | 2.72% | -- | 2026-06-30 |
| 14 | WDC | Western Digital Corp | 644.8K | $411.8M | $228.4M | 2.13% | +63.2K | 2026-06-30 |
| 15 | LITE | Lumentum Hldgs Inc | 472.2K | $405.2M | $355.4M | 3.32% | -- | 2026-06-30 |
| 16 | AMAT | Applied Matls Inc | 553.9K | $400.5M | $208.0M | 1.94% | -350,428 | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc | 1.12M | $399.5M | $362.5M | 3.39% | -- | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 1.52M | $303.9M | $322.3M | 3.01% | -128,000 | 2026-06-30 |
| 19 | MSGE | Madison Square Garden Entmt | 3.66M | $296.3M | $287.2M | 2.68% | -- | 2026-06-30 |
| 20 | NTNX | Nutanix Inc | 5.67M | $288.8M | $394.2M | 3.68% | +1.75M | 2026-06-30 |
| 21 | LION | Lionsgate Studios Corp | 18.82M | $288.1M | $239.0M | 2.23% | -- | 2026-06-30 |
| 22 | CIEN | Ciena Corp | 561.5K | $275.5M | $181.2M | 1.69% | -1,094,659 | 2026-06-30 |
| 23 | FPS | Forgent Power Solutions Inc | 4.43M | $247.4M | $110.4M | 1.03% | -- | 2026-06-30 |
| 24 | MSI | Motorola Solutions Inc | 563.5K | $234.0M | $269.3M | 2.52% | -- | 2026-06-30 |
| 25 | ZS | Zscaler Inc | 1.36M | $192.4M | $324.0M | 3.03% | -- | 2026-06-30 |
← Scroll →
Page 1 of 2