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Jericho Capital Asset Management L.P.

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13F filer, CIK 1525234, LOS ANGELES, CA

Jericho Capital Asset Management L.P. reported $6,764,675,328 across 23 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 69.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002281

Period
2026-03-31
Reported value
$6.76B
Holdings
23
Top 10 weight
69.99%
New
6
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMATnew+904,355$309M
FOXAadded+3,711,878$217M
KTOSnew+2,649,578$187M
WDCnew+581,562$157M
WKnew+2,465,745$147M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-3,416,000-$596M
NFLXexited-4,332,000-$406M
CFLTexited-11,094,000-$335M
AFRMexited-3,601,248-$268M
METAexited-397,858-$263M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002281, largest first. % of portfolio is the value over $6,764,675,328, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,271,013 shares; 2026Q1: 2,643,013 shares 2,643,013$765M11.3%+372,000Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,331,792 shares; 2024Q4: 2,793,759 shares; 2025Q1: 2,793,759 shares; 2025Q2: 2,095,319 shares; 2025Q3: 2,095,319 shares; 2025Q4: 2,095,319 shares; 2026Q1: 1,677,224 shares 1,677,224$668M9.87%-418,095Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,335,000 shares; 2025Q3: 1,983,000 shares; 2025Q4: 1,656,172 shares; 2026Q1: 1,656,172 shares 1,656,172$643M9.5%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430,977 shares; 2024Q4: 3,208,082 shares; 2025Q1: 3,141,082 shares; 2025Q2: 2,897,162 shares; 2025Q3: 2,897,162 shares; 2025Q4: 3,996,512 shares; 2026Q1: 3,927,383 shares 3,927,383$599M8.85%-69,129Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832,513 shares; 2024Q4: 3,637,776 shares; 2025Q1: 2,951,776 shares; 2025Q2: 3,854,396 shares; 2025Q3: 3,854,396 shares; 2025Q4: 4,542,396 shares; 2026Q1: 5,248,396 shares 5,248,396$446M6.6%+706,000Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,973,000 shares; 2026Q1: 6,684,878 shares 6,684,878$390M5.77%+3,711,878Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,684,000 shares; 2025Q4: 1,336,000 shares; 2026Q1: 1,118,000 shares 1,118,000$321M4.75%-218,000Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 904,355 shares 904,355$309M4.57%newTimeline
SPHRSPHERE ENTERTAINMENT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,805,615 shares; 2024Q4: 2,805,615 shares; 2025Q1: 2,805,615 shares; 2025Q2: 2,805,615 shares; 2025Q3: 2,705,615 shares; 2025Q4: 2,605,615 shares; 2026Q1: 2,605,615 shares 2,605,615$306M4.52%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,697,012 shares; 2024Q4: 2,407,012 shares; 2025Q1: 1,527,012 shares; 2025Q2: 2,619,012 shares; 2025Q3: 2,619,012 shares; 2025Q4: 5,063,012 shares; 2026Q1: 1,647,012 shares 1,647,012$287M4.25%-3,416,000Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 921,000 shares; 2025Q2: 526,000 shares; 2025Q3: 1,378,540 shares; 2025Q4: 996,540 shares; 2026Q1: 996,540 shares 996,540$244M3.61%0Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811,146 shares; 2025Q3: not reported; 2025Q4: 1,575,580 shares; 2026Q1: 1,591,778 shares 1,591,778$240M3.55%+16,198Timeline
MSGEMADISON SQUARE GARDEN ENTMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,465,724 shares; 2024Q4: 2,733,724 shares; 2025Q1: 2,885,724 shares; 2025Q2: 2,885,724 shares; 2025Q3: 2,885,724 shares; 2025Q4: 3,662,724 shares; 2026Q1: 3,662,724 shares 3,662,724$216M3.19%0Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,649,578 shares 2,649,578$187M2.76%newTimeline
LIONLIONSGATE STUDIOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,599,000 shares; 2026Q1: 18,815,105 shares 18,815,105$180M2.67%+13,216,105Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,792,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,699,823 shares; 2025Q4: 13,038,619 shares; 2026Q1: 11,723,450 shares 11,723,450$175M2.59%-1,315,169Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 581,562 shares 581,562$157M2.33%newTimeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,757,003 shares; 2024Q4: 2,794,636 shares; 2025Q1: 4,102,993 shares; 2025Q2: 2,441,481 shares; 2025Q3: 2,441,481 shares; 2025Q4: 3,107,481 shares; 2026Q1: 3,920,496 shares 3,920,496$149M2.2%+813,015Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,465,745 shares 2,465,745$147M2.17%newTimeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,549,253 shares; 2024Q4: 4,754,753 shares; 2025Q1: 4,754,753 shares; 2025Q2: 4,754,753 shares; 2025Q3: 4,754,753 shares; 2025Q4: 4,754,753 shares; 2026Q1: 3,000,000 shares 3,000,000$142M2.1%-1,754,753Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,787,363 shares; 2025Q1: 3,280,363 shares; 2025Q2: 2,859,363 shares; 2025Q3: 1,970,978 shares; 2025Q4: not reported; 2026Q1: 697,511 shares 697,511$87.8M1.3%newTimeline
ADARRAY DIGITAL INFRASTRUCTUREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780,792 shares; 2024Q4: 1,815,844 shares; 2025Q1: 1,815,844 shares; 2025Q2: 1,815,844 shares; 2025Q3: 1,815,844 shares; 2025Q4: 1,815,844 shares; 2026Q1: 1,815,844 shares 1,815,844$83.8M1.24%0Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222,215 shares 222,215$20.6M0.3%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NFLXNETFLIX INC.4,332,000$406Mshares
CFLTCONFLUENT INC-CLASS A11,094,000$335Mshares
AFRMAFFIRM HLDGS INC3,601,248$268Mshares
METAMETA PLATFORMS INC397,858$263Mshares
UPSTUPSTART HLDGS INC5,011,809$219Mshares
AMBAAMBARELLA INC1,587,081$112Mshares
GTMZOOMINFO TECHNOLOGIES INC8,793,670$89.4Mshares
SRADSPORTRADAR GROUP AG3,160,174$75.1Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002281 base2026-05-15acceptance time not in the bulk data set