§ 13F · FUND PROFILE
Jericho Capital Asset Management L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 25Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8777.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 2.10M | $1411.9T | 16.1% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 5.06M | $944.3T | 10.8% | NEW |
| 3 | FFIV | F5 INC | 2.27M | $579.7T | 6.6% | NEW |
| 4 | LYV | LIVE NATION ENTERTAINMENT IN | 4.00M | $569.5T | 6.5% | NEW |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | 4.54M | $447.5T | 5.1% | NEW |
| 6 | MDB | MONGODB INC | 997K | $418.2T | 4.8% | NEW |
| 7 | GOOGL | ALPHABET INC | 1.34M | $418.2T | 4.8% | NEW |
| 8 | NFLX | NETFLIX INC | 4.33M | $406.2T | 4.6% | NEW |
| 9 | CIEN | CIENA CORP | 1.66M | $387.3T | 4.4% | NEW |
| 10 | SNOW | SNOWFLAKE INC | 1.58M | $345.6T | 3.9% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed