Jericho Capital Asset Management
Long / Short- Manager
- Jericho Capital Asset Management
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $12.10B
- Positions
- 29
- CIK
- 0001525234
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | F5 IncFFIVHISTORY | 7.28% | (19.8%) | $881.3M | 2,118,749 | (524,264) | — | 13F |
| 2 | Applovin CorpAPPHISTORY | 7.14% | — | $864.2M | 1,677,224 | — | 0.50% | 13F |
| 3 | Live Nation Entertainment InLYVHISTORY | 6.35% | +6.8% | $768.0M | 4,194,203 | +266,820 | 1.78% | 13F |
| 4 | Fox CorpFOXAHISTORY | 6.18% | +114.4% | $747.7M | 14,334,514 | +7,649,636 | 1433451400.00% | 13F |
| 5 | Core Scientific Inc NewCORZHISTORY | 4.84% | +95.2% | $585.6M | 22,882,942 | +11,159,492 | 7.20% | 13F+13G |
| 6 | Reddit IncRDDTHISTORY | 4.79% | NEW | $578.9M | 3,335,221 | +3,335,221 | 1.74% | 13F |
| 7 | Micron Technology IncMUHISTORY | 4.45% | NEW | $539.0M | 466,943 | +466,943 | 0.04% | 13F |
| 8 | Lattice Semiconductor CorpLSCCHISTORY | 4.13% | +1,371.1% | $500.0M | 3,269,111 | +3,046,896 | 2.30% | 13F |
| 9 | Liberty Media Corp DelFWONKHISTORY | 4.13% | — | $499.3M | 5,248,396 | — | 1.57% | 13F |
| 10 | Robinhood Mkts IncHOODHISTORY | 4.01% | NEW | $484.7M | 4,833,000 | +4,833,000 | 0.54% | 13F |
| 11 | On Semiconductor CorpONHISTORY | 3.81% | NEW | $461.5M | 4,881,237 | +4,881,237 | 1.25% | 13F |
| 12 | Twilio IncTWLOHISTORY | 3.74% | +214.3% | $452.4M | 2,192,455 | +1,494,944 | 1.43% | 13F |
| 13 | Sphere Entertainment CoSPHRHISTORY | 3.73% | — | $450.8M | 2,605,615 | — | 7.23% | 13F |
| 14 | Western Digital CorpWDCHISTORY | 3.40% | +10.9% | $411.8M | 644,764 | +63,202 | 0.18% | 13F |
| 15 | Lumentum Hldgs IncLITEHISTORY | 3.35% | NEW | $405.2M | 472,235 | +472,235 | 0.53% | 13F |
| 16 | Applied Matls IncAMATHISTORY | 3.31% | (38.7%) | $400.5M | 553,927 | (350,428) | 0.07% | 13F |
| 17 | Alphabet IncGOOGLHISTORY | 3.30% | — | $399.5M | 1,118,000 | — | 0.01% | 13F |
| 18 | Nvidia CorporationNVDAHISTORY | 2.51% | (7.8%) | $303.9M | 1,519,012 | (128,000) | 0.01% | 13F |
| 19 | Madison Square Garden EntmtMSGEHISTORY | 2.45% | — | $296.3M | 3,662,724 | — | 9.10% | 13F13G (older) |
| 20 | Nutanix IncNTNXHISTORY | 2.39% | +44.6% | $288.8M | 5,668,014 | +1,747,518 | 2.09% | 13F |
| 21 | Lionsgate Studios CorpLIONHISTORY | 2.38% | — | $288.1M | 18,815,105 | — | 6.50% | 13F13G (older) |
| 22 | Ciena CorpCIENHISTORY | 2.28% | (66.1%) | $275.5M | 561,513 | (1,094,659) | 0.40% | 13F |
| 23 | Forgent Power Solutions IncFPSHISTORY | 2.04% | NEW | $247.4M | 4,429,000 | +4,429,000 | 1.82% | 13F |
| 24 | Motorola Solutions IncMSIHISTORY | 1.93% | NEW | $234.0M | 563,528 | +563,528 | 0.34% | 13F |
| 25 | Zscaler IncZSHISTORY | 1.59% | NEW | $192.4M | 1,362,862 | +1,362,862 | 0.84% | 13F |
| 26 | The Trade Desk IncTTDHISTORY | 1.40% | NEW | $169.9M | 9,395,296 | +9,395,296 | 1.99% | 13F |
| 27 | Workiva IncWKHISTORY | 1.40% | +41.2% | $168.9M | 3,482,515 | +1,016,770 | 6.60% | 13F+13G |
| 28 | Servicetitan IncTTANHISTORY | 1.13% | NEW | $137.2M | 1,940,000 | +1,940,000 | 2.03% | 13F |
| 29 | Array Digital InfrastructureADHISTORY | 0.54% | — | $65.8M | 1,815,844 | — | 3.42% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology