Jericho Capital Asset Management L.P.

Est. AUM

$6.76B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	F5 INC	COM	$764.7M	2643013	11.30%	SOLE
2	APPLOVIN CORP	COM CL A	$667.5M	1677224	9.87%	SOLE
3	CIENA CORP	COM NEW	$643.0M	1656172	9.50%	SOLE
4	LIVE NATION ENTERTAINMENT IN	COM	$599.0M	3927383	8.85%	SOLE
5	LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$446.2M	5248396	6.60%	SOLE
6	FOX CORP	CL A COM	$390.4M	6684878	5.77%	SOLE
7	ALPHABET INC	CAP STK CL A	$321.5M	1118000	4.75%	SOLE
8	APPLIED MATLS INC	COM	$309.1M	904355	4.57%	SOLE
9	SPHERE ENTERTAINMENT CO	CL A	$305.9M	2605615	4.52%	SOLE
10	NVIDIA CORPORATION	COM	$287.2M	1647012	4.25%	SOLE
11	MONGODB INC	CL A	$243.9M	996540	3.61%	SOLE
12	SNOWFLAKE INC	COM SHS	$240.1M	1591778	3.55%	SOLE
13	MADISON SQUARE GARDEN ENTMT	COM CL A	$215.8M	3662724	3.19%	SOLE
14	KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$186.8M	2649578	2.76%	SOLE
15	LIONSGATE STUDIOS CORP	COM	$180.4M	18815105	2.67%	SOLE
16	CORE SCIENTIFIC INC NEW	COM	$175.4M	11723450	2.59%	SOLE
17	WESTERN DIGITAL CORP	COM	$157.3M	581562	2.33%	SOLE
18	NUTANIX INC	CL A	$149.0M	3920496	2.20%	SOLE
19	WORKIVA INC	COM CL A	$147.0M	2465745	2.17%	SOLE
20	DOCUSIGN INC	COM	$142.2M	3000000	2.10%	SOLE
21	TWILIO INC	CL A	$87.8M	697511	1.30%	SOLE
22	ARRAY DIGITAL INFRASTRUCTURE	COM	$83.8M	1815844	1.24%	SOLE
23	LATTICE SEMICONDUCTOR CORP	COM	$20.6M	222215	0.30%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.