Jericho Capital Asset Management L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Jericho Capital Asset Management L.P. disclosed 23 US equity positions worth $6.8bn in its Q1 2026 13F filing. The largest position was FFIV at 11.3% of the reported book, followed by APP and CIEN.
What did Jericho Capital Asset Management L.P. own in Q1 2026? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | FFIV F5 INC | Technology | 11.3% | $764.7m | 2,643,013 | – | |
| 2 | APP APPLOVIN CORP | Communication Services | 9.9% | $667.5m | 1,677,224 | – | |
| 3 | CIEN CIENA CORP | Technology | 9.5% | $643.0m | 1,656,172 | – | |
| 4 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 8.9% | $599.0m | 3,927,383 | – | |
| 5 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 6.6% | $446.2m | 5,248,396 | – | |
| 6 | FOXA FOX CORP | Communication Services | 5.8% | $390.4m | 6,684,878 | – | |
| 7 | GOOGL ALPHABET INC | Communication Services | 4.8% | $321.5m | 1,118,000 | – | |
| 8 | AMAT APPLIED MATLS INC | Technology | 4.6% | $309.1m | 904,355 | – | |
| 9 | SPHR SPHERE ENTERTAINMENT CO | Communication Services | 4.5% | $305.9m | 2,605,615 | – | |
| 10 | NVDA NVIDIA CORPORATION | Technology | 4.2% | $287.2m | 1,647,012 | – | |
| 11 | MDB MONGODB INC | Technology | 3.6% | $243.9m | 996,540 | – | |
| 12 | SNOW SNOWFLAKE INC | Technology | 3.5% | $240.1m | 1,591,778 | – | |
| 13 | MSGE MADISON SQUARE GARDEN ENTMT | Communication Services | 3.2% | $215.8m | 3,662,724 | – | |
| 14 | KTOS KRATOS DEFENSE & SEC SOLUTIO | Industrials | 2.8% | $186.8m | 2,649,578 | – | |
| 15 | LION LIONSGATE STUDIOS CORP | 2.7% | $180.4m | 18,815,105 | – | ||
| 16 | CORZ CORE SCIENTIFIC INC NEW | Technology | 2.6% | $175.4m | 11,723,450 | – | |
| 17 | WDC WESTERN DIGITAL CORP | Technology | 2.3% | $157.3m | 581,562 | – | |
| 18 | NTNX NUTANIX INC | Technology | 2.2% | $149.0m | 3,920,496 | – | |
| 19 | WK WORKIVA INC | Technology | 2.2% | $147.0m | 2,465,745 | – | |
| 20 | DOCU DOCUSIGN INC | Technology | 2.1% | $142.2m | 3,000,000 | – | |
| 21 | TWLO TWILIO INC | Technology | 1.3% | $87.8m | 697,511 | – | |
| 22 | AD ARRAY DIGITAL INFRASTRUCTURE | Communication Services | 1.2% | $83.8m | 1,815,844 | – | |
| 23 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 0.3% | $20.6m | 222,215 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.