13FINSTITUTION · CIK 0001525234 · 2026-Q2 · filed Aug 14, 2026
JE
Jericho Capital Asset Management
JERICHO CAPITAL ASSET MANAGEMENT L.P.
$12.1B
13F long value · 2026-Q2 Positions29
CategoryAsset Manager
Quarters tracked8
●#432 of 556 by 13F long value
Size rank 3/10
10NEW3ADD32×+2TRIM4EXIT
Snapshot
Jericho Capital Asset Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
13F long value
$12.1B
Positions
29
Top 29 long weight
99.6%
Quarters tracked
8
Latest 13F filed
Aug 14, 2026
New positions
10
Exits / near-exits
4
13F long value by quarter
Reported long equity value each quarter — fund flows plus market moves. Option notional is not included.
Top holdings — 2026-Q2
The fund's largest reported positions. The long positions shown cover 99.6% of the long value.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| FFIV F5, INC. | F5, INC. | 7.3% | $881.3M | 2.1M | +10.4% |
| APP AppLovin Corp | AppLovin Corp | 7.1% | $864.2M | 1.7M | -49.0% |
| LYV Live Nation Entertainment, Inc. | Live Nation Entertainment, Inc. | 6.3% | $768.0M | 4.2M | -6.1% |
| FOXA Fox Corp | Fox Corp | 6.2% | $747.7M | 14.3M | +23.7% |
| CORZ Core Scientific, Inc./tx | Core Scientific, Inc./tx | 4.8% | $585.6M | 22.9M | -44.3% |
| RDDT Reddit, Inc. | Reddit, Inc. | 4.8% | $578.9M | 3.3M | -21.4% |
| MU MICRON TECHNOLOGY INC | MICRON TECHNOLOGY INC | 4.5% | $539.0M | 466.9K | -19.5% |
| LSCC LATTICE SEMICONDUCTOR CORP | LATTICE SEMICONDUCTOR CORP | 4.1% | $500.0M | 3.3M | -32.3% |
| FWONK Liberty Media Corp | Liberty Media Corp | 4.1% | $499.3M | 5.2M | -6.7% |
| HOOD Robinhood Markets, Inc. | Robinhood Markets, Inc. | 4.0% | $484.7M | 4.8M | -5.7% |
| ON ON SEMICONDUCTOR CORP | ON SEMICONDUCTOR CORP | 3.8% | $461.5M | 4.9M | -16.8% |
| TWLO TWILIO INC | TWILIO INC | 3.7% | $452.4M | 2.2M | +23.4% |
| SPHR Sphere Entertainment Co. | Sphere Entertainment Co. | 3.7% | $450.8M | 2.6M | -33.7% |
| WDC WESTERN DIGITAL CORP | WESTERN DIGITAL CORP | 3.4% | $411.8M | 644.8K | -40.4% |
| LITE Lumentum Holdings Inc. | Lumentum Holdings Inc. | 3.3% | $405.2M | 472.2K | +0.9% |
Quarterly changes — 2026-Q2
What Jericho Capital Asset Management opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | RDDT NEW Reddit, Inc. | Reddit, Inc. | 0 | 3.3M | New | +$578.9M |
| NEW | MU NEW MICRON TECHNOLOGY INC | MICRON TECHNOLOGY INC | 0 | 466.9K | New | +$539.0M |
| NEW | HOOD NEW Robinhood Markets, Inc. | Robinhood Markets, Inc. | 0 | 4.8M | New | +$484.7M |
| 2×+ | LSCC 2×+ LATTICE SEMICONDUCTOR CORP | LATTICE SEMICONDUCTOR CORP | 222.2K | 3.3M | +1371.1% | +$479.4M |
| NEW | ON NEW ON SEMICONDUCTOR CORP | ON SEMICONDUCTOR CORP | 0 | 4.9M | New | +$461.5M |
| ADD | CORZ ADD Core Scientific, Inc./tx | Core Scientific, Inc./tx | 11.7M | 22.9M | +95.2% | +$410.2M |
| NEW | LITE NEW Lumentum Holdings Inc. | Lumentum Holdings Inc. | 0 | 472.2K | New | +$405.2M |
| TRIM | CIEN TRIM CIENA CORP | CIENA CORP | 1.7M | 561.5K | -66.1% | -$367.5M |
| 2×+ | TWLO 2×+ TWILIO INC | TWILIO INC | 697.5K | 2.2M | +214.3% | +$364.6M |
| 2×+ | FOXA 2×+ Fox Corp | Fox Corp | 6.7M | 14.3M | +114.4% | +$357.3M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.