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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 $12,098,624,849 across 29 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 53.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003815

Period
2026-06-30
Reported value
$12.1B
Holdings
29
Top 10 weight
53.3%
New
10
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RDDTnew+3,335,221$579M
MUnew+466,943$539M
HOODnew+4,833,000$485M
LSCCadded+3,046,896$466M
ONnew+4,881,237$461M

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
CIENreduced-1,094,659-$537M
AMATreduced-350,428-$253M
MDBexited-996,540-$244M
SNOWexited-1,591,778-$240M
FFIVreduced-524,264-$218M

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, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003815, largest first. % of portfolio is the value over $12,098,624,849, 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; 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; 2026Q2: 2,118,749 shares 2,118,749$881M7.28%-524,264Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,677,224 shares 1,677,224$864M7.14%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,194,203 shares 4,194,203$768M6.35%+266,820Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,334,514 shares 14,334,514$748M6.18%+7,649,636Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,882,942 shares 22,882,942$586M4.84%+11,159,492Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,335,221 shares 3,335,221$579M4.79%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 466,943 shares 466,943$539M4.45%newTimeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222,215 shares; 2026Q2: 3,269,111 shares 3,269,111$500M4.13%+3,046,896Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,248,396 shares 5,248,396$499M4.13%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,833,000 shares 4,833,000$485M4.01%newTimeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,881,237 shares 4,881,237$461M3.81%newTimeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,192,455 shares 2,192,455$452M3.74%+1,494,944Timeline
SPHRSPHERE ENTERTAINMENT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,605,615 shares 2,605,615$451M3.73%0Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 581,562 shares; 2026Q2: 644,764 shares 644,764$412M3.4%+63,202Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 472,235 shares 472,235$405M3.35%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 904,355 shares; 2026Q2: 553,927 shares 553,927$400M3.31%-350,428Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,118,000 shares 1,118,000$400M3.3%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,519,012 shares 1,519,012$304M2.51%-128,000Timeline
MSGEMADISON SQUARE GARDEN ENTMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,662,724 shares 3,662,724$296M2.45%0Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,668,014 shares 5,668,014$289M2.39%+1,747,518Timeline
LIONLIONSGATE STUDIOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,815,105 shares 18,815,105$288M2.38%0Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 561,513 shares 561,513$275M2.28%-1,094,659Timeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,429,000 shares 4,429,000$247M2.04%newTimeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 563,528 shares 563,528$234M1.93%newTimeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,362,862 shares 1,362,862$192M1.59%newTimeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338,000 shares; 2024Q4: 1,338,000 shares; 2025Q1: 1,581,000 shares; 2025Q2: 2,183,000 shares; 2025Q3: 4,067,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,395,296 shares 9,395,296$170M1.4%newTimeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,465,745 shares; 2026Q2: 3,482,515 shares 3,482,515$169M1.4%+1,016,770Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,940,000 shares 1,940,000$137M1.13%newTimeline
ADARRAY DIGITAL INFRASTRUCTUREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,815,844 shares 1,815,844$65.8M0.54%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
MDBMONGODB INC996,540$244Mshares
SNOWSNOWFLAKE INC1,591,778$240Mshares
KTOSKRATOS DEFENSE & SEC SOLUTIO2,649,578$187Mshares
DOCUDOCUSIGN INC3,000,000$142Mshares

How Q2 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 0001172661-26-003815 base2026-08-14acceptance time not in the bulk data set