13F-HR filed by Jericho Capital Asset Management L.P.
Jericho Capital Asset Management L.P. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 29 holding rows worth $12,098,624,849.
- Accession
- 0001172661-26-003815
- Filer
- CIK 1525234
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 29 entries on the cover page, a total value of $12,098,624,849 stated on the cover page (in dollars after the unit check, H1), rows summing to $12,098,624,849 with VALUE read as dollars as filed, 13F file number 028-14687. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| F5 INC COM | 315616102 | Stock | 2,118,749 | $881,314,834 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 1,677,224 | $864,156,122 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 4,194,203 | $768,000,511 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 14,334,514 | $747,688,251 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 22,882,942 | $585,574,486 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 3,335,221 | $578,927,661 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 466,943 | $538,987,635 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 3,269,111 | $500,043,219 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 5,248,396 | $499,332,396 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 4,833,000 | $484,653,240 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 4,881,237 | $461,472,146 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 2,192,455 | $452,369,240 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 2,605,615 | $450,849,563 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 644,764 | $411,823,662 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 472,235 | $405,205,965 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 553,927 | $400,489,221 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,118,000 | $399,539,661 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,519,012 | $303,939,110 | dollars as filed | |
| MADISON SQUARE GARDEN ENTMT | 558256103 | COM CL A | 3,662,724 | $296,277,745 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 5,668,014 | $288,841,994 | dollars as filed | |
| LIONSGATE STUDIOS CORP COM | 53626N102 | Stock | 18,815,105 | $288,059,258 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 561,513 | $275,455,817 | dollars as filed | |
| FORGENT POWER SOLUTIONS INC | 34631F102 | COM SHS CL A | 4,429,000 | $247,403,940 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 563,528 | $234,027,543 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 1,362,862 | $192,367,972 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 9,395,296 | $169,866,952 | dollars as filed | |
| WORKIVA INC COM CL A | 98139A105 | Stock | 3,482,515 | $168,936,802 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 1,940,000 | $137,177,400 | dollars as filed | |
| ARRAY DIGITAL INFRASTRUCTURE | 911684108 | COM | 1,815,844 | $65,842,503 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003815 | this filing | 2026-08-14 | acceptance time not in the bulk data set |