Jericho Capital Asset Management as of March 31, 2026
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 23 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| F5 Networks (FFIV) | 11.3 | $765M | 2.6M | 289.33 | |
| Applovin Corp Com Cl A (APP) | 9.9 | $668M | 1.7M | 398.00 | |
| Ciena Corp Com New (CIEN) | 9.5 | $643M | 1.7M | 388.23 | |
| Live Nation Entertainment (LYV) | 8.9 | $599M | 3.9M | 152.51 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 6.6 | $446M | 5.2M | 85.02 | |
| Fox Corp Cl A Com (FOXA) | 5.8 | $390M | 6.7M | 58.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $322M | 1.1M | 287.56 | |
| Applied Materials (AMAT) | 4.6 | $309M | 904k | 341.79 | |
| Sphere Entertainment Cl A (SPHR) | 4.5 | $306M | 2.6M | 117.40 | |
| NVIDIA Corporation (NVDA) | 4.2 | $287M | 1.6M | 174.40 | |
| Mongodb Cl A (MDB) | 3.6 | $244M | 997k | 244.77 | |
| Snowflake Com Shs (SNOW) | 3.5 | $240M | 1.6M | 150.82 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 3.2 | $216M | 3.7M | 58.91 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 2.8 | $187M | 2.6M | 70.51 | |
| Lionsgate Studios Corp (LION) | 2.7 | $180M | 19M | 9.59 | |
| Core Scientific (CORZ) | 2.6 | $175M | 12M | 14.96 | |
| Western Digital (WDC) | 2.3 | $157M | 582k | 270.49 | |
| Nutanix Cl A (NTNX) | 2.2 | $149M | 3.9M | 38.01 | |
| Workiva Com Cl A (WK) | 2.2 | $147M | 2.5M | 59.63 | |
| Docusign (DOCU) | 2.1 | $142M | 3.0M | 47.41 | |
| Twilio Cl A (TWLO) | 1.3 | $88M | 698k | 125.82 | |
| United States Cellular Corporation (AD) | 1.2 | $84M | 1.8M | 46.14 | |
| Lattice Semiconductor (LSCC) | 0.3 | $21M | 222k | 92.76 |
