Jericho Capital Asset Management L.P.
Net buyer this quarter
$12.1B
29
+$3.1B
53.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FFIV | $881M | 7.28% | 3.73% | -19.8% | Q4 2025 |
 APP | $864M | 7.14% | 0.50% | Not reported | Q4 2023 |
 LYV | $768M | 6.35% | 1.78% | +6.8% | Q4 2019 |
 FOXA | $748M | 6.18% | 1433451400.00% | +114.4% | Q1 2019 |
 CORZ | $586M | 4.84% | 7.16% | +95.2% | Q4 2024 |
 RDDT | $579M | 4.79% | Not reported | New | Q2 2026 |
 MU | $539M | 4.45% | 0.04% | Not reported | Q3 2016 |
 LSCC | $500M | 4.13% | 2.39% | +1371.2% | Q1 2026 |
 FWONK | $499M | 4.13% | Not reported | Not reported | Q1 2017 |
 HOOD | $485M | 4.01% | 2.08% | Not reported | Q2 2024 |
 ON | $461M | 3.81% | 1.25% | Not reported | Q4 2014 |
 TWLO | $452M | 3.74% | 1.44% | +214.3% | Q4 2018 |
 SPHR | $451M | 3.73% | Not reported | Not reported | Q3 2023 |
 WDC | $412M | 3.40% | 0.19% | +10.9% | Q1 2026 |
 LITE | $405M | 3.35% | 0.53% | New | Q2 2026 |
 AMAT | $400M | 3.31% | 0.07% | -38.8% | Q4 2014 |
 GOOGL | $400M | 3.30% | 0.01% | Not reported | Q4 2015 |
 NVDA | $304M | 2.51% | 0.01% | -7.8% | Q4 2016 |
 MSGE | $296M | 2.45% | Not reported | Not reported | Q3 2023 |
 NTNX | $289M | 2.39% | 2.10% | +44.6% | Q3 2023 |
 LION | $288M | 2.38% | 6.47% | Not reported | Q4 2025 |
 CIEN | $275M | 2.28% | 0.40% | -66.1% | Q3 2013 |
 FPS | $247M | 2.04% | Not reported | New | Q2 2026 |
 MSI | $234M | 1.93% | 0.34% | New | Q2 2026 |
 ZS | $192M | 1.59% | 0.84% | New | Q2 2026 |
 TTD | $170M | 1.40% | Not reported | Not reported | Q1 2019 |
 WK | $169M | 1.40% | Not reported | +41.2% | Q1 2026 |
 TTAN | $137M | 1.13% | 5.48% | New | Q2 2026 |
| AD | $65.8M | 0.54% | 2.10% | Not reported | Q3 2023 |
| Q1 2026 | |||||
| FFIV | $765M | 11.30% | 4.66% | +16.4% | Q4 2025 |
| APP | $668M | 9.87% | 0.50% | -20.0% | Q4 2023 |
| CIEN | $643M | 9.50% | 1.17% | Not reported | Q3 2013 |
| LYV | $599M | 8.85% | 1.67% | -1.7% | Q4 2019 |
| FWONK | $446M | 6.60% | Not reported | +15.5% | Q1 2017 |
| FOXA | $390M | 5.77% | 668487800.00% | +124.9% | Q1 2019 |
| GOOGL | $321M | 4.75% | 0.01% | -16.3% | Q4 2015 |
| AMAT | $309M | 4.57% | 0.11% | Not reported | Q4 2014 |
| SPHR | $306M | 4.52% | Not reported | Not reported | Q3 2023 |
| NVDA | $287M | 4.25% | 0.01% | -67.5% | Q4 2016 |
 MDB | $244M | 3.61% | 1.24% | Not reported | Q1 2025 |
 SNOW | $240M | 3.55% | 0.46% | +1.0% | Q3 2020 |
| MSGE | $216M | 3.19% | Not reported | Not reported | Q3 2023 |
 KTOS | $187M | 2.76% | 1.41% | New | Q1 2026 |
| LION | $180M | 2.67% | 6.48% | +236.0% | Q4 2025 |
| CORZ | $175M | 2.59% | 3.70% | -10.1% | Q4 2024 |
| WDC | $157M | 2.33% | 0.17% | New | Q1 2026 |
| NTNX | $149M | 2.20% | 1.48% | +26.2% | Q3 2023 |
| WK | $147M | 2.17% | Not reported | New | Q1 2026 |
 DOCU | $142M | 2.10% | 1.54% | -36.9% | Q3 2019 |
| TWLO | $87.8M | 1.30% | 0.46% | Not reported | Q4 2018 |
| AD | $83.8M | 1.24% | 2.10% | Not reported | Q3 2023 |
| LSCC | $20.6M | 0.30% | 0.16% | New | Q1 2026 |
| Q4 2025 | |||||
| APP | $1.41B | 16.09% | 0.62% | Not reported | Q4 2023 |
| NVDA | $944M | 10.76% | 0.02% | +93.3% | Q4 2016 |
| FFIV | $580M | 6.60% | 3.99% | New | Q4 2025 |
| LYV | $570M | 6.49% | 1.70% | +38.0% | Q4 2019 |
| FWONK | $447M | 5.10% | Not reported | +17.9% | Q1 2017 |
| MDB | $418M | 4.77% | 1.22% | -27.7% | Q1 2025 |
| GOOGL | $418M | 4.76% | 0.01% | -50.2% | Q4 2015 |
 NFLX | $406M | 4.63% | 0.10% | +81.3% | Q3 2013 |
| CIEN | $387M | 4.41% | 1.18% | -16.5% | Q3 2013 |
| SNOW | $346M | 3.94% | 0.46% | Not reported | Q3 2020 |
| CFLT | $335M | 3.82% | 10.14% | +34.2% | Q2 2021 |
| DOCU | $325M | 3.71% | 2.37% | Not reported | Q3 2019 |
 AFRM | $268M | 3.05% | 6.08% | +7.5% | Q3 2021 |
 META | $263M | 2.99% | Not reported | -23.8% | Q4 2013 |
| SPHR | $248M | 2.82% | Not reported | -3.7% | Q3 2023 |
 UPST | $219M | 2.50% | 5.11% | +11.9% | Q2 2025 |
| FOXA | $217M | 2.48% | 297300000.00% | Not reported | Q1 2019 |
| MSGE | $197M | 2.25% | Not reported | +26.9% | Q3 2023 |
| CORZ | $190M | 2.16% | 4.15% | +11.4% | Q4 2024 |
| NTNX | $161M | 1.83% | 1.15% | +27.3% | Q3 2023 |
 AMBA | $112M | 1.28% | 3.69% | +30.8% | Q4 2017 |
| AD | $97.4M | 1.11% | 2.10% | Not reported | Q3 2023 |
 GTM | $89.4M | 1.02% | 2.86% | Not reported | Q3 2021 |
 SRAD | $75.1M | 0.86% | Not reported | New | Q4 2025 |
| LION | $51.1M | 0.58% | 1.93% | New | Q4 2025 |
| Q3 2025 | |||||
| APP | $1.51B | 15.67% | 0.62% | Not reported | Q4 2023 |
 WBD | $685M | 7.13% | 1.42% | +108.9% | Q3 2024 |
| GOOGL | $652M | 6.79% | 0.02% | Not reported | Q4 2015 |
 NBIS | $517M | 5.38% | 1.95% | +55.7% | Q3 2013 |
| NVDA | $489M | 5.09% | 0.01% | Not reported | Q4 2016 |
| LYV | $473M | 4.93% | 1.24% | Not reported | Q4 2019 |
| MDB | $428M | 4.45% | 1.69% | +162.1% | Q1 2025 |
 HPE | $417M | 4.34% | 1.29% | New | Q3 2025 |
| FWONK | $403M | 4.19% | Not reported | Not reported | Q1 2017 |
| META | $383M | 3.99% | Not reported | +31.2% | Q4 2013 |
| DOCU | $343M | 3.57% | 2.36% | Not reported | Q3 2019 |
 UBER | $309M | 3.21% | 0.15% | -25.4% | Q2 2019 |
| CIEN | $289M | 3.01% | 1.41% | +48.5% | Q3 2013 |
| NFLX | $287M | 2.98% | 0.06% | -39.0% | Q3 2013 |
 INTU | $267M | 2.78% | 0.14% | Not reported | Q4 2020 |
| AFRM | $245M | 2.55% | 5.66% | -8.5% | Q3 2021 |
| UPST | $228M | 2.37% | 4.61% | +22.6% | Q2 2025 |
| CORZ | $210M | 2.18% | 3.79% | Not reported | Q4 2024 |
| TTD | $199M | 2.07% | Not reported | +86.3% | Q1 2019 |
| TWLO | $197M | 2.05% | 1.28% | -31.1% | Q4 2018 |
| NTNX | $182M | 1.89% | 0.91% | Not reported | Q3 2023 |
| SPHR | $168M | 1.75% | Not reported | -3.6% | Q3 2023 |
| CFLT | $164M | 1.70% | 7.55% | Not reported | Q2 2021 |
| MSGE | $131M | 1.36% | Not reported | Not reported | Q3 2023 |
| AMBA | $100M | 1.04% | 2.84% | +10.5% | Q4 2017 |
| GTM | $95.9M | 1.00% | 2.80% | +16.8% | Q3 2021 |
| AD | $90.8M | 0.95% | 2.10% | Not reported | Q3 2023 |
 CRDO | $90.4M | 0.94% | 0.36% | New | Q3 2025 |
 FUN | $59.4M | 0.62% | 2.58% | 0.0% | Q4 2024 |
 STUB | $1.26M | 0.01% | Not reported | New | Q3 2025 |