Jericho Capital Asset Management L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.76B
Q ending 2026-03-31
Prior quarter
$8.78B
Q ending 2025-12-31
Change
-22.9% QoQ · +23.1% YoY
Positions
23
reported holdings
Largest positions
All 23 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| F5 Inc | FFIV | Shares | $764.7M | 2.6M |
| Applovin Corp | APP | Shares | $667.5M | 1.7M |
| Ciena Corp | CIEN | Shares | $643.0M | 1.7M |
| Live Nation Entertainment In | LYV | Shares | $599.0M | 3.9M |
| Liberty Media Corp Del | FWONK | Shares | $446.2M | 5.2M |
| Fox Corp | FOXA | Shares | $390.4M | 6.7M |
| Alphabet Inc | GOOGL | Shares | $321.5M | 1.1M |
| Applied Matls Inc | AMAT | Shares | $309.1M | 904K |
| Sphere Entertainment Co | SPHR | Shares | $305.9M | 2.6M |
| Nvidia Corporation | NVDA | Shares | $287.2M | 1.6M |
| Mongodb Inc | MDB | Shares | $243.9M | 997K |
| Snowflake Inc | SNOW | Shares | $240.1M | 1.6M |
| Madison Square Garden Entmt | MSGE | Shares | $215.8M | 3.7M |
| Kratos Defense & Sec Solutio | KTOS | Shares | $186.8M | 2.6M |
| Lionsgate Studios Corp | LION | Shares | $180.4M | 18.8M |
| Core Scientific Inc New | CORZ | Shares | $175.4M | 11.7M |
| Western Digital Corp | WDC | Shares | $157.3M | 582K |
| Nutanix Inc | NTNX | Shares | $149.0M | 3.9M |
| Workiva Inc | WK | Shares | $147.0M | 2.5M |
| Docusign Inc | DOCU | Shares | $142.2M | 3.0M |
| Twilio Inc | TWLO | Shares | $87.8M | 698K |
| Array Digital Infrastructure | AD | Shares | $83.8M | 1.8M |
| Lattice Semiconductor Corp | LSCC | Shares | $20.6M | 222K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.