EdgeMarket › What Jericho Capital Asset Management L.P. reported owning
What Jericho Capital Asset Management L.P. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.8BPositions
23Quarter
2026-03-31Shown below
23largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| FFIV F5, INC. | 764.7M | 11.3% | 2.6M | 384.63 | +21.8% |
| APP AppLovin Corp | 667.5M | 9.9% | 1.7M | 305.77 | -25.9% |
| CIEN CIENA CORP | 643.0M | 9.5% | 1.7M | 395.79 | +356.8% |
| LYV Live Nation Entertainment, Inc. | 599.0M | 8.9% | 3.9M | 181.82 | +12.3% |
| FWONK Liberty Media Corp | 446.2M | 6.6% | 5.2M | 104.94 | +3.2% |
| FOXA Fox Corp | 390.4M | 5.8% | 6.7M | 68.54 | +16.2% |
| GOOGL Alphabet Inc. | 321.5M | 4.8% | 1.1M | 344.82 | +73.0% |
| AMAT APPLIED MATERIALS INC /DE | 309.1M | 4.6% | 904.4K | 492.32 | +205.9% |
| SPHR Sphere Entertainment Co. | 305.9M | 4.5% | 2.6M | 158.36 | +295.8% |
| NVDA NVIDIA CORP | 287.2M | 4.2% | 1.6M | 214.72 | +22.4% |
| MDB MongoDB, Inc. | 243.9M | 3.6% | 996.5K | 430.83 | +102.6% |
| SNOW Snowflake Inc. | 240.1M | 3.5% | 1.6M | 332.78 | +70.8% |
| MSGE Madison Square Garden Entertainment Corp. | 215.8M | 3.2% | 3.7M | 79.89 | +112.7% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 186.8M | 2.8% | 2.6M | 57.17 | -11.0% |
| LION Lionsgate Studios Corp. | 180.4M | 2.7% | 18.8M | 11.51 | +85.3% |
| CORZ Core Scientific, Inc./tx | 175.4M | 2.6% | 11.7M | 17.81 | +26.5% |
| WDC WESTERN DIGITAL CORP | 157.3M | 2.3% | 581.6K | 459.44 | +507.4% |
| NTNX Nutanix, Inc. | 149.0M | 2.2% | 3.9M | 67.64 | -2.9% |
| WK WORKIVA INC | 147.0M | 2.2% | 2.5M | 74.83 | -2.1% |
| DOCU DOCUSIGN, INC. | 142.2M | 2.1% | 3.0M | 62.00 | -12.8% |
| TWLO TWILIO INC | 87.8M | 1.3% | 697.5K | 225.30 | +121.0% |
| AD ARRAY DIGITAL INFRASTRUCTURE, INC. | 83.8M | 1.2% | 1.8M | 35.66 | -33.5% |
| LSCC LATTICE SEMICONDUCTOR CORP | 20.6M | 0.3% | 222.2K | 117.69 | +91.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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