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Jericho Capital Asset Management L.P.

Q1 2026 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    23

  • Value ($000)

    $6,764,675

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001525234
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FFIV

F5 INC

COM
315616102
$764.7M
11 %

2,643,013

A
APP

APPLOVIN CORP

COM CL A
03831W108
$667.54M
10 %

1,677,224

C
CIEN

CIENA CORP

COM NEW
171779309
$642.98M
10 %

1,656,172

L
LYV

LIVE NATION ENTERTAINMENT IN

COM
538034109
$598.97M
9 %

3,927,383

F
FWONK

LIBERTY MEDIA CORP DEL

COM LBTY ONE S C
531229755
$446.22M
7 %

5,248,396

F
FOXA

FOX CORP

CL A COM
35137L105
$390.4M
6 %

6,684,878

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$321.49M
5 %

1,118,000

A
AMAT

APPLIED MATLS INC

COM
038222105
$309.1M
5 %

904,355

S
SPHR

SPHERE ENTERTAINMENT CO

CL A
55826T102
$305.9M
5 %

2,605,615

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$287.24M
4 %

1,647,012

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