Holders — by stockHoldings — by fund
Jericho Capital Asset Management L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001525234
$12.10B
disclosed book value
29
positions
7.3%
largest position share
Positions, as of 2026-06-30
top 29 of 29 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | FFIVF5 INC | 2.1M | $881.3M | 7.3% |
| 2 | APPAPPLOVIN CORP | 1.7M | $864.2M | 7.1% |
| 3 | LYVLIVE NATION ENTERTAINMENT IN | 4.2M | $768.0M | 6.3% |
| 4 | FOXAFOX CORP | 14.3M | $747.7M | 6.2% |
| 5 | CORZCORE SCIENTIFIC INC NEW | 22.9M | $585.6M | 4.8% |
| 6 | RDDTREDDIT INC | 3.3M | $578.9M | 4.8% |
| 7 | MUMICRON TECHNOLOGY INC | 466,943 | $539.0M | 4.5% |
| 8 | LSCCLATTICE SEMICONDUCTOR CORP | 3.3M | $500.0M | 4.1% |
| 9 | FWONKLIBERTY MEDIA CORP DEL | 5.2M | $499.3M | 4.1% |
| 10 | HOODROBINHOOD MKTS INC | 4.8M | $484.7M | 4% |
| 11 | ONON SEMICONDUCTOR CORP | 4.9M | $461.5M | 3.8% |
| 12 | TWLOTWILIO INC | 2.2M | $452.4M | 3.7% |
| 13 | SPHRSPHERE ENTERTAINMENT CO | 2.6M | $450.8M | 3.7% |
| 14 | WDCWESTERN DIGITAL CORP | 644,764 | $411.8M | 3.4% |
| 15 | LITELUMENTUM HLDGS INC | 472,235 | $405.2M | 3.3% |
| 16 | AMATAPPLIED MATLS INC | 553,927 | $400.5M | 3.3% |
| 17 | GOOGLALPHABET INC | 1.1M | $399.5M | 3.3% |
| 18 | NVDANVIDIA CORPORATION | 1.5M | $303.9M | 2.5% |
| 19 | MSGEMADISON SQUARE GARDEN ENTMT | 3.7M | $296.3M | 2.4% |
| 20 | NTNXNUTANIX INC | 5.7M | $288.8M | 2.4% |
| 21 | LIONLIONSGATE STUDIOS CORP | 18.8M | $288.1M | 2.4% |
| 22 | CIENCIENA CORP | 561,513 | $275.5M | 2.3% |
| 23 | FPSFORGENT POWER SOLUTIONS INC | 4.4M | $247.4M | 2% |
| 24 | MSIMOTOROLA SOLUTIONS INC | 563,528 | $234.0M | 1.9% |
| 25 | ZSZSCALER INC | 1.4M | $192.4M | 1.6% |
| 26 | TTDTHE TRADE DESK INC | 9.4M | $169.9M | 1.4% |
| 27 | WKWORKIVA INC | 3.5M | $168.9M | 1.4% |
| 28 | TTANSERVICETITAN INC | 1.9M | $137.2M | 1.1% |
| 29 | ADARRAY DIGITAL INFRASTRUCTURE | 1.8M | $65.8M | 0.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.