Institutions / Jericho Capital Asset Management L.P.
Jericho Capital Asset Management L.P.
CIK 1525234 · Institution · as of Dec 31, 2025
Portfolio value
$8.78B
Positions
25
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AppLovin Corp | $1.41B | 16.1% |
| NVIDIA Corp | $944.25M | 10.8% |
| F5 Inc | $579.70M | 6.6% |
| Live Nation Entertainment Inc | $569.50M | 6.5% |
| Liberty Media Corp-Liberty Formula One | $447.47M | 5.1% |
| MongoDB, Inc. | $418.24M | 4.8% |
| Alphabet Inc. | $418.17M | 4.8% |
| Netflix Inc | $406.17M | 4.6% |
| Ciena Corp | $387.33M | 4.4% |
| Snowflake Inc. | $345.62M | 3.9% |
| Confluent, Inc. | $335.48M | 3.8% |
| Docusign Inc | $325.23M | 3.7% |
| Affirm Holdings Inc Class a | $268.04M | 3.1% |
| Meta Platforms Inc | $262.62M | 3.0% |
| Sphere Entertainment Co. | $247.74M | 2.8% |
| Upstart Holdings, INC. | $219.17M | 2.5% |
| Fox Corp | $217.24M | 2.5% |
| Madison Square Garden Entertainment Corp | $197.38M | 2.2% |
| Core Scientific, Inc./tx | $189.84M | 2.2% |
| Nutanix, Inc. | $160.63M | 1.8% |
| Ambarella Inc | $112.43M | 1.3% |
| Array Digital Infrastructure, Inc.AD | $97.37M | 1.1% |
| ZoomInfo Technologies Inc. | $89.43M | 1.0% |
| Sportradar Group AG | $75.12M | 0.9% |
| Lionsgate Studios Corp. | $51.12M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.