Jericho Capital Asset Management L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Jericho Capital Asset Management L.P. disclosed 29 stock positions valued at approximately $12.10B as of quarter-end June 30, 2026. The largest holdings include F5 INC, APPLOVIN CORP, and LIVE NATION ENTERTAINMENT IN.
- Report Period
- June 30, 2026
- No. of Stocks
- 29
- Portfolio Value
- $12.10B
Holdings by Sector
Jericho Capital Asset Management L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| F5 INC | FFIV | Technology | 7.28% | 2,118,749 | -524,264 | -19.84% | $881,314,834 |
| APPLOVIN CORP | APP | Technology | 7.14% | 1,677,224 | - | - | $864,156,122 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 6.35% | 4,194,203 | +266,820 | +6.79% | $768,000,511 |
| FOX CORP | FOXA | Communication Services | 6.18% | 14,334,514 | +7,649,636 | +114.43% | $747,688,251 |
| CORE SCIENTIFIC INC NEW | CORZ | Technology | 4.84% | 22,882,942 | +11,159,492 | +95.19% | $585,574,486 |
| REDDIT INC | RDDT | Communication Services | 4.79% | 3,335,221 | +3,335,221 | +100.00% | $578,927,661 |
| MICRON TECHNOLOGY INC | MU | Technology | 4.45% | 466,943 | +466,943 | +100.00% | $538,987,635 |
| LATTICE SEMICONDUCTOR CORP | LSCC | Technology | 4.13% | 3,269,111 | +3,046,896 | +1371.15% | $500,043,219 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 4.13% | 5,248,396 | - | - | $499,332,396 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 4.01% | 4,833,000 | +4,833,000 | +100.00% | $484,653,240 |
| ON SEMICONDUCTOR CORP | ON | Technology | 3.81% | 4,881,237 | +4,881,237 | +100.00% | $461,472,146 |
| TWILIO INC | TWLO | Technology | 3.74% | 2,192,455 | +1,494,944 | +214.33% | $452,369,240 |
| SPHERE ENTERTAINMENT CO | SPHR | Communication Services | 3.73% | 2,605,615 | - | - | $450,849,563 |
| WESTERN DIGITAL CORP | WDC | Technology | 3.40% | 644,764 | +63,202 | +10.87% | $411,823,662 |
| LUMENTUM HLDGS INC | LITE | Technology | 3.35% | 472,235 | +472,235 | +100.00% | $405,205,965 |
| APPLIED MATLS INC | AMAT | Technology | 3.31% | 553,927 | -350,428 | -38.75% | $400,489,221 |
| ALPHABET INC | GOOGL | Communication Services | 3.30% | 1,118,000 | - | - | $399,539,661 |
| NVIDIA CORPORATION | NVDA | Technology | 2.51% | 1,519,012 | -128,000 | -7.77% | $303,939,110 |
| MADISON SQUARE GARDEN ENTMT | MSGE | Consumer Cyclical | 2.45% | 3,662,724 | - | - | $296,277,745 |
| NUTANIX INC | NTNX | Technology | 2.39% | 5,668,014 | +1,747,518 | +44.57% | $288,841,994 |
| LIONSGATE STUDIOS CORP | LION | Other | 2.38% | 18,815,105 | - | - | $288,059,258 |
| CIENA CORP | CIEN | Technology | 2.28% | 561,513 | -1,094,659 | -66.10% | $275,455,817 |
| FORGENT POWER SOLUTIONS INC | FPS | Other | 2.04% | 4,429,000 | +4,429,000 | +100.00% | $247,403,940 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 1.93% | 563,528 | +563,528 | +100.00% | $234,027,543 |
| ZSCALER INC | ZS | Technology | 1.59% | 1,362,862 | +1,362,862 | +100.00% | $192,367,972 |
| THE TRADE DESK INC | TTD | Technology | 1.40% | 9,395,296 | +9,395,296 | +100.00% | $169,866,952 |
| WORKIVA INC | WK | Technology | 1.40% | 3,482,515 | +1,016,770 | +41.24% | $168,936,802 |
| SERVICETITAN INC | TTAN | Other | 1.13% | 1,940,000 | +1,940,000 | +100.00% | $137,177,400 |
| ARRAY DIGITAL INFRASTRUCTURE | USM | Communication Services | 0.54% | 1,815,844 | - | - | $65,842,503 |
Showing 29 of 29 holdings in the latest reporting period.