Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| F5 Inc.COM | COM | $881,314,834 | 7.3% |
| Applovin Corp.COM CL A | COM CL A | $864,156,122 | 7.1% |
| Live Nation Entertainment INCOM | COM | $768,000,511 | 6.3% |
| Fox Corp.CL A COM | CL A COM | $747,688,251 | 6.2% |
| Core Scientific Inc. NewCOM | COM | $585,574,486 | 4.8% |
| Reddit Inc.CL A | CL A | $578,927,661 | 4.8% |
| Micron Technology Inc.COM | COM | $538,987,635 | 4.5% |
| Lattice Semiconductor Corp.COM | COM | $500,043,219 | 4.1% |
| Liberty Media Corp. DelCOM LBTY ONE S C | COM LBTY ONE S C | $499,332,396 | 4.1% |
| Robinhood Mkts Inc.COM CL A | COM CL A | $484,653,240 | 4.0% |
| ON Semiconductor Corp.COM | COM | $461,472,146 | 3.8% |
| Twilio Inc.CL A | CL A | $452,369,240 | 3.7% |
| Sphere Entertainment COCL A | CL A | $450,849,563 | 3.7% |
| Western Digital Corp.COM | COM | $411,823,662 | 3.4% |
| Lumentum Hldgs Inc.COM | COM | $405,205,965 | 3.3% |
| Applied Matls Inc.COM | COM | $400,489,221 | 3.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $399,539,661 | 3.3% |
| Nvidia CorporationCOM | COM | $303,939,110 | 2.5% |
| Madison Square Garden EntmtCOM CL A | COM CL A | $296,277,745 | 2.4% |
| Nutanix Inc.CL A | CL A | $288,841,994 | 2.4% |
| Lionsgate Studios Corp.COM | COM | $288,059,258 | 2.4% |
| Ciena Corp.COM NEW | COM NEW | $275,455,817 | 2.3% |
| Forgent Power Solutions Inc.COM SHS CL A | COM SHS CL A | $247,403,940 | 2.0% |
| Motorola Solutions Inc.COM NEW | COM NEW | $234,027,543 | 1.9% |
| Zscaler Inc.COM | COM | $192,367,972 | 1.6% |
| The Trade Desk Inc.COM CL A | COM CL A | $169,866,952 | 1.4% |
| Workiva Inc.COM CL A | COM CL A | $168,936,802 | 1.4% |
| Servicetitan Inc.SHS CL A | SHS CL A | $137,177,400 | 1.1% |
| Array Digital InfrastructureCOM | COM | $65,842,503 | 0.5% |
- Class
- COM
- Share
- 7.3%
- Class
- COM CL A
- Share
- 7.1%
- Class
- COM
- Share
- 6.3%
- Class
- CL A COM
- Share
- 6.2%
- Class
- COM
- Share
- 4.8%
- Class
- CL A
- Share
- 4.8%
- Class
- COM
- Share
- 4.5%
- Class
- COM
- Share
- 4.1%
- Class
- COM LBTY ONE S C
- Share
- 4.1%
- Class
- COM CL A
- Share
- 4.0%
- Class
- COM
- Share
- 3.8%
- Class
- CL A
- Share
- 3.7%
- Class
- CL A
- Share
- 3.7%
- Class
- COM
- Share
- 3.4%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.3%
- Class
- CAP STK CL A
- Share
- 3.3%
- Class
- COM
- Share
- 2.5%
- Class
- COM CL A
- Share
- 2.4%
- Class
- CL A
- Share
- 2.4%
- Class
- COM
- Share
- 2.4%
- Class
- COM NEW
- Share
- 2.3%
- Class
- COM SHS CL A
- Share
- 2.0%
- Class
- COM NEW
- Share
- 1.9%
- Class
- COM
- Share
- 1.6%
- Class
- COM CL A
- Share
- 1.4%
- Class
- COM CL A
- Share
- 1.4%
- Class
- SHS CL A
- Share
- 1.1%
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 29 largest of 29 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1525234
- File number
- 028-14687
- Options
- 0 call, 0 put
- In the 25 largest
- 95.5%
- Prior quarter
- $6,764,675,328 at 31 March 2026
- Positions opened
- 10
- Positions closed
- 4
Common questions
What are Jericho Capital Asset Management’s 13F holdings worth?
$12,098,624,849 across 29 positions for the quarter ended 30 June 2026.
What is Jericho Capital Asset Management’s largest 13F holding?
F5 INC (COM) was the largest position at $881,314,834, or 7.3% of reported 13F value, as of 30 June 2026.
How concentrated is Jericho Capital Asset Management’s 13F portfolio?
The ten largest positions accounted for 53.3% of reported value and the twenty-five largest for 95.5%, across 29 positions as of 30 June 2026.
Does Form 13F show everything Jericho Capital Asset Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Jericho Capital Asset Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.