Jericho Capital Asset Management L.P.
29 holdingsFiling period: 2026-06-30Current AUM: $11.06Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FFIV | F5 INC | 2.12M | $881.3M | $912.9M | 8.25% | -524,264 | 2026-06-30 |
| 2 | APP | APPLOVIN CORP | 1.68M | $864.2M | $555.9M | 5.03% | -- | 2026-06-30 |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | 4.19M | $768.0M | $714.0M | 6.45% | +266.8K | 2026-06-30 |
| 4 | FOXA | FOX CORP | 14.33M | $747.7M | $968.6M | 8.76% | +7.65M | 2026-06-30 |
| 5 | CORZ | CORE SCIENTIFIC INC NEW | 22.88M | $585.6M | $367.0M | 3.32% | +11.16M | 2026-06-30 |
| 6 | RDDT | REDDIT INC | 3.34M | $578.9M | $532.4M | 4.81% | -- | 2026-06-30 |
| 7 | MU | MICRON TECHNOLOGY INC | 466.9K | $539.0M | $433.1M | 3.92% | -- | 2026-06-30 |
| 8 | LSCC | LATTICE SEMICONDUCTOR CORP | 3.27M | $500.0M | $348.1M | 3.15% | +3.05M | 2026-06-30 |
| 9 | FWONK | LIBERTY MEDIA CORP DEL | 5.25M | $499.3M | $498.6M | 4.51% | -- | 2026-06-30 |
| 10 | HOOD | ROBINHOOD MKTS INC | 4.83M | $484.7M | $533.8M | 4.83% | -- | 2026-06-30 |
| 11 | ON | ON SEMICONDUCTOR CORP | 4.88M | $461.5M | $357.3M | 3.23% | -- | 2026-06-30 |
| 12 | TWLO | TWILIO INC | 2.19M | $452.4M | $530.9M | 4.80% | +1.49M | 2026-06-30 |
| 13 | SPHR | SPHERE ENTERTAINMENT CO | 2.61M | $450.8M | $375.5M | 3.39% | -- | 2026-06-30 |
| 14 | WDC | WESTERN DIGITAL CORP | 644.8K | $411.8M | $265.6M | 2.40% | +63.2K | 2026-06-30 |
| 15 | LITE | LUMENTUM HLDGS INC | 472.2K | $405.2M | $396.2M | 3.58% | -- | 2026-06-30 |
| 16 | AMAT | APPLIED MATLS INC | 553.9K | $400.5M | $233.3M | 2.11% | -350,428 | 2026-06-30 |
| 17 | GOOGL | ALPHABET INC | 1.12M | $399.5M | $385.7M | 3.49% | -- | 2026-06-30 |
| 18 | NVDA | NVIDIA CORPORATION | 1.52M | $303.9M | $322.3M | 2.91% | -128,000 | 2026-06-30 |
| 19 | MSGE | MADISON SQUARE GARDEN ENTMT | 3.66M | $296.3M | $296.3M | 2.68% | -- | 2026-06-30 |
| 20 | NTNX | NUTANIX INC | 5.67M | $288.8M | $385.4M | 3.48% | +1.75M | 2026-06-30 |
| 21 | LION | LIONSGATE STUDIOS CORP | 18.82M | $288.1M | $210.5M | 1.90% | -- | 2026-06-30 |
| 22 | CIEN | CIENA CORP | 561.5K | $275.5M | $187.7M | 1.70% | -1,094,659 | 2026-06-30 |
| 23 | FPS | FORGENT POWER SOLUTIONS INC | 4.43M | $247.4M | $138.9M | 1.26% | -- | 2026-06-30 |
| 24 | MSI | MOTOROLA SOLUTIONS INC | 563.5K | $234.0M | $264.4M | 2.39% | -- | 2026-06-30 |
| 25 | ZS | ZSCALER INC | 1.36M | $192.4M | $264.2M | 2.39% | -- | 2026-06-30 |
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