§ 13F · FUND PROFILE
Jericho Capital Asset Management L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 23Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$909M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FFIV | F5 INC | 2.64M | $765M | 11.3% | +16% |
| 2 | APP | APPLOVIN CORP | 1.68M | $668M | 9.9% | −20% |
| 3 | CIEN | CIENA CORP | 1.66M | $643M | 9.5% | ±0% |
| 4 | LYV | LIVE NATION ENTERTAINMENT IN | 3.93M | $599M | 8.9% | −2% |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | 5.25M | $446M | 6.6% | +16% |
| 6 | FOXA | FOX CORP | 6.68M | $390M | 5.8% | +125% |
| 7 | GOOGL | ALPHABET INC | 1.12M | $321M | 4.8% | −16% |
| 8 | AMAT | APPLIED MATLS INC | 904K | $309M | 4.6% | NEW |
| 9 | SPHR | SPHERE ENTERTAINMENT CO | 2.61M | $306M | 4.5% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 1.65M | $287M | 4.2% | −67% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JERICHO SIGNAL
AC read
Jericho Capital Asset Management L.P. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed