Jericho Capital Asset Management as of Dec. 31, 2025
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 16.1 | $1.4B | 2.1M | 673.82 | |
| NVIDIA Corporation (NVDA) | 10.8 | $944M | 5.1M | 186.50 | |
| F5 Networks (FFIV) | 6.6 | $580M | 2.3M | 255.26 | |
| Live Nation Entertainment (LYV) | 6.5 | $570M | 4.0M | 142.50 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.1 | $448M | 4.5M | 98.51 | |
| Mongodb Cl A (MDB) | 4.8 | $418M | 997k | 419.69 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $418M | 1.3M | 313.00 | |
| Netflix (NFLX) | 4.6 | $406M | 4.3M | 93.76 | |
| Ciena Corp Com New (CIEN) | 4.4 | $387M | 1.7M | 233.87 | |
| Snowflake Com Shs (SNOW) | 3.9 | $346M | 1.6M | 219.36 | |
| Confluent Class A Com (CFLT) | 3.8 | $336M | 11M | 30.24 | |
| Docusign (DOCU) | 3.7 | $325M | 4.8M | 68.40 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.1 | $268M | 3.6M | 74.43 | |
| Meta Platforms Cl A (META) | 3.0 | $263M | 398k | 660.09 | |
| Sphere Entertainment Cl A (SPHR) | 2.8 | $248M | 2.6M | 95.08 | |
| Upstart Hldgs (UPST) | 2.5 | $219M | 5.0M | 43.73 | |
| Fox Corp Cl A Com (FOXA) | 2.5 | $217M | 3.0M | 73.07 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 2.2 | $197M | 3.7M | 53.89 | |
| Core Scientific (CORZ) | 2.2 | $190M | 13M | 14.56 | |
| Nutanix Cl A (NTNX) | 1.8 | $161M | 3.1M | 51.69 | |
| Ambarella SHS (AMBA) | 1.3 | $112M | 1.6M | 70.84 | |
| United States Cellular Corporation (AD) | 1.1 | $97M | 1.8M | 53.62 | |
| Zoominfo Technologies Common Stock (GTM) | 1.0 | $89M | 8.8M | 10.17 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.9 | $75M | 3.2M | 23.77 | |
| Lionsgate Studios Corp (LION) | 0.6 | $51M | 5.6M | 9.13 |
