Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Jericho Capital Asset Management L.P. (CIK 1525234) reported $6.76B across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FFIV ($764.7M, 11.30%), APP ($667.5M, 9.87%), CIEN ($643.0M, 9.50%), LYV ($599.0M, 8.85%), FWONK ($446.2M, 6.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FFIV | F5 INC | $764.7M | 11.30% | 2.6M | Added |
| 2 | APP | APPLOVIN CORP | $667.5M | 9.87% | 1.7M | Trimmed |
| 3 | CIEN | CIENA CORP | $643.0M | 9.50% | 1.7M | Hold |
| 4 | LYV | LIVE NATION ENTERTAINMENT IN | $599.0M | 8.85% | 3.9M | Trimmed |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | $446.2M | 6.60% | 5.2M | Added |
| 6 | FOXA | FOX CORP | $390.4M | 5.77% | 6.7M | Added |
| 7 | GOOGL | ALPHABET INC | $321.5M | 4.75% | 1.1M | Trimmed |
| 8 | AMAT | APPLIED MATLS INC | $309.1M | 4.57% | 904,355 | New |
| 9 | MSGE | SPHERE ENTERTAINMENT CO | $305.9M | 4.52% | 2.6M | Hold |
| 10 | NVDA | NVIDIA CORPORATION | $287.2M | 4.25% | 1.6M | Trimmed |
| 11 | MDB | MONGODB INC | $243.9M | 3.61% | 996,540 | Hold |
| 12 | SNOW | SNOWFLAKE INC | $240.1M | 3.55% | 1.6M | Added |
| 13 | MSGE | MADISON SQUARE GARDEN ENTMT | $215.8M | 3.19% | 3.7M | Hold |
| 14 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $186.8M | 2.76% | 2.6M | New |
| 15 | LION | LIONSGATE STUDIOS CORP | $180.4M | 2.67% | 18.8M | Added |
| 16 | CORZ | CORE SCIENTIFIC INC NEW | $175.4M | 2.59% | 11.7M | Trimmed |
| 17 | WDC | WESTERN DIGITAL CORP | $157.3M | 2.33% | 581,562 | New |
| 18 | NTNX | NUTANIX INC | $149.0M | 2.20% | 3.9M | Added |
| 19 | WK | WORKIVA INC | $147.0M | 2.17% | 2.5M | New |
| 20 | DOCU | DOCUSIGN INC | $142.2M | 2.10% | 3.0M | Trimmed |
| 21 | TWLO | TWILIO INC | $87.8M | 1.30% | 697,511 | New |
| 22 | AD | ARRAY DIGITAL INFRASTRUCTURE | $83.8M | 1.24% | 1.8M | Hold |
| 23 | LSCC | LATTICE SEMICONDUCTOR CORP | $20.6M | 0.30% | 222,215 | New |
| 24 | AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | Exited |
| 25 | CFLT | CONFLUENT INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31