Jericho Capital Asset Management L.P.
CIK 0001525234 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$12.10B
2026 Q2
Positions
29
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
FFIV
F5 INC
7.3%
APP
APPLOVIN CORP
7.1%
LYV
LIVE NATION ENTERTAINMENT IN
6.3%
FOXA
FOX CORP
6.2%
CORZ
CORE SCIENTIFIC INC NEW
4.8%
RDDT
REDDIT INC
4.8%
MU
MICRON TECHNOLOGY INC
4.5%
LSCC
LATTICE SEMICONDUCTOR CORP
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.