Jericho Capital Asset Management L.P
$6.8B Assets Reported
31 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FFIV | F5 INC | 2,643,013 | $765M | 11.3% |
| APP | APPLOVIN CORP | 1,677,224 | $668M | 9.9% |
| CIEN | CIENA CORP | 1,656,172 | $643M | 9.5% |
| LYV | LIVE NATION ENTERTAINMENT IN | 3,927,383 | $599M | 8.9% |
| FWONK | LIBERTY MEDIA CORP DEL | 5,248,396 | $446M | 6.6% |
| FOXA | FOX CORP | 6,684,878 | $390M | 5.8% |
| GOOGL | ALPHABET INC | 1,118,000 | $321M | 4.8% |
| AMAT | APPLIED MATLS INC | 904,355 | $309M | 4.6% |
| SPHR | SPHERE ENTERTAINMENT CO | 2,605,615 | $306M | 4.5% |
| NVDA | NVIDIA CORPORATION | 1,647,012 | $287M | 4.2% |
Track Jericho Capital Asset Management L.P's 13F portfolio: $6.8B in reported holdings, 31 positions. Top holdings, AUM, and quarterly changes on SentiSense.