Jericho Capital Asset Management L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Jericho Capital Asset Management L.P. disclosed 29 US equity positions worth $12.1bn in its Q2 2026 13F filing. The largest position was FFIV at 7.3% of the reported book, followed by APP and LYV. Against the Q1 2026 filing, it opened 10 new positions, added to 8 and reduced 4 among the top 29 holdings.
What did Jericho Capital Asset Management L.P. own in Q2 2026? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | FFIV F5 INC | Technology | 7.3% | $881.3m | 2,118,749 | -20% | reduced |
| 2 | APP APPLOVIN CORP | Communication Services | 7.1% | $864.2m | 1,677,224 | 0% | held |
| 3 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 6.3% | $768.0m | 4,194,203 | 7% | added |
| 4 | FOXA FOX CORP | Communication Services | 6.2% | $747.7m | 14,334,514 | 114% | added |
| 5 | CORZ CORE SCIENTIFIC INC NEW | Technology | 4.8% | $585.6m | 22,882,942 | 95% | added |
| 6 | RDDT REDDIT INC | Communication Services | 4.8% | $578.9m | 3,335,221 | – | new |
| 7 | MU MICRON TECHNOLOGY INC | Technology | 4.5% | $539.0m | 466,943 | – | new |
| 8 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 4.1% | $500.0m | 3,269,111 | 1371% | added |
| 9 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 4.1% | $499.3m | 5,248,396 | 0% | held |
| 10 | HOOD ROBINHOOD MKTS INC | Financial Services | 4.0% | $484.7m | 4,833,000 | – | new |
| 11 | ON ON SEMICONDUCTOR CORP | Technology | 3.8% | $461.5m | 4,881,237 | – | new |
| 12 | TWLO TWILIO INC | Technology | 3.7% | $452.4m | 2,192,455 | 214% | added |
| 13 | SPHR SPHERE ENTERTAINMENT CO | Communication Services | 3.7% | $450.8m | 2,605,615 | 0% | held |
| 14 | WDC WESTERN DIGITAL CORP | Technology | 3.4% | $411.8m | 644,764 | 11% | added |
| 15 | LITE LUMENTUM HLDGS INC | Technology | 3.3% | $405.2m | 472,235 | – | new |
| 16 | AMAT APPLIED MATLS INC | Technology | 3.3% | $400.5m | 553,927 | -39% | reduced |
| 17 | GOOGL ALPHABET INC | Communication Services | 3.3% | $399.5m | 1,118,000 | 0% | held |
| 18 | NVDA NVIDIA CORPORATION | Technology | 2.5% | $303.9m | 1,519,012 | -8% | reduced |
| 19 | MSGE MADISON SQUARE GARDEN ENTMT | Communication Services | 2.4% | $296.3m | 3,662,724 | 0% | held |
| 20 | NTNX NUTANIX INC | Technology | 2.4% | $288.8m | 5,668,014 | 45% | added |
| 21 | LION LIONSGATE STUDIOS CORP | 2.4% | $288.1m | 18,815,105 | 0% | held | |
| 22 | CIEN CIENA CORP | Technology | 2.3% | $275.5m | 561,513 | -66% | reduced |
| 23 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 2.0% | $247.4m | 4,429,000 | – | new |
| 24 | MSI MOTOROLA SOLUTIONS INC | Technology | 1.9% | $234.0m | 563,528 | – | new |
| 25 | ZS ZSCALER INC | Technology | 1.6% | $192.4m | 1,362,862 | – | new |
| 26 | TTD THE TRADE DESK INC | Communication Services | 1.4% | $169.9m | 9,395,296 | – | new |
| 27 | WK WORKIVA INC | Technology | 1.4% | $168.9m | 3,482,515 | 41% | added |
| 28 | TTAN SERVICETITAN INC | Technology | 1.1% | $137.2m | 1,940,000 | – | new |
| 29 | AD ARRAY DIGITAL INFRASTRUCTURE | Communication Services | 0.5% | $65.8m | 1,815,844 | 0% | held |
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.