§ 13F · FUND PROFILE
Jericho Capital Asset Management L.P..
AUM · $12.1B (13F)Positions · 29Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3.5B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FFIV | F5 INC | 2.12M | $881M | 7.3% | −20% |
| 2 | APP | APPLOVIN CORP | 1.68M | $864M | 7.1% | ±0% |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | 4.19M | $768M | 6.3% | +7% |
| 4 | FOXA | FOX CORP | 14.33M | $748M | 6.2% | +114% |
| 5 | CORZ | CORE SCIENTIFIC INC NEW | 22.88M | $586M | 4.8% | +95% |
| 6 | RDDT | REDDIT INC | 3.34M | $579M | 4.8% | NEW |
| 7 | MU | MICRON TECHNOLOGY INC | 467K | $539M | 4.5% | NEW |
| 8 | LSCC | LATTICE SEMICONDUCTOR CORP | 3.27M | $500M | 4.1% | +1371% |
| 9 | FWONK | LIBERTY MEDIA CORP DEL | 5.25M | $499M | 4.1% | ±0% |
| 10 | HOOD | ROBINHOOD MKTS INC | 4.83M | $485M | 4.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JERICHO SIGNAL
AC read
Jericho Capital Asset Management L.P. is a Other fund managing $12.1 billion in assets. The fund runs a focused portfolio of just 29 positions.
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