Universe · entity
Jericho Capital Asset Management L.P.
Institutional manager (13F) · CIK 1525234
13F holdings · as of 2026-03-31 · top 23 · reported portfolio $6.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | F5 INC | $765M | 2,643,013 |
| 2 | APPLOVIN CORP | $668M | 1,677,224 |
| 3 | CIENA CORP | $643M | 1,656,172 |
| 4 | LIVE NATION ENTERTAINMENT IN | $599M | 3,927,383 |
| 5 | LIBERTY MEDIA CORP DEL | $446M | 5,248,396 |
| 6 | FOX CORP | $390M | 6,684,878 |
| 7 | ALPHABET INC | $321M | 1,118,000 |
| 8 | APPLIED MATLS INC | $309M | 904,355 |
| 9 | SPHERE ENTERTAINMENT CO | $306M | 2,605,615 |
| 10 | NVIDIA CORPORATION | $287M | 1,647,012 |
| 11 | MONGODB INC | $244M | 996,540 |
| 12 | SNOWFLAKE INC | $240M | 1,591,778 |
| 13 | MADISON SQUARE GARDEN ENTMT | $216M | 3,662,724 |
| 14 | KRATOS DEFENSE & SEC SOLUTIO | $187M | 2,649,578 |
| 15 | LIONSGATE STUDIOS CORP | $180M | 18,815,105 |
| 16 | CORE SCIENTIFIC INC NEW | $175M | 11,723,450 |
| 17 | WESTERN DIGITAL CORP | $157M | 581,562 |
| 18 | NUTANIX INC | $149M | 3,920,496 |
| 19 | WORKIVA INC | $147M | 2,465,745 |
| 20 | DOCUSIGN INC | $142M | 3,000,000 |
| 21 | TWILIO INC | $88M | 697,511 |
| 22 | ARRAY DIGITAL INFRASTRUCTURE | $84M | 1,815,844 |
| 23 | LATTICE SEMICONDUCTOR CORP | $21M | 222,215 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.