Jericho Capital Asset Management as of June 30, 2026
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 29 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| F5 Networks (FFIV) | 7.3 | $881M | 2.1M | 415.96 | |
| Applovin Corp Com Cl A (APP) | 7.1 | $864M | 1.7M | 515.23 | |
| Live Nation Entertainment (LYV) | 6.3 | $768M | 4.2M | 183.11 | |
| Fox Corp Cl A Com (FOXA) | 6.2 | $748M | 14M | 52.16 | |
| Core Scientific (CORZ) | 4.8 | $586M | 23M | 25.59 | |
| Reddit Cl A (RDDT) | 4.8 | $579M | 3.3M | 173.58 | |
| Micron Technology (MU) | 4.5 | $539M | 467k | 1154.29 | |
| Lattice Semiconductor (LSCC) | 4.1 | $500M | 3.3M | 152.96 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.1 | $499M | 5.2M | 95.14 | |
| Robinhood Mkts Com Cl A (HOOD) | 4.0 | $485M | 4.8M | 100.28 | |
| ON Semiconductor (ON) | 3.8 | $462M | 4.9M | 94.54 | |
| Twilio Cl A (TWLO) | 3.7 | $452M | 2.2M | 206.33 | |
| Sphere Entertainment Cl A (SPHR) | 3.7 | $451M | 2.6M | 173.03 | |
| Western Digital (WDC) | 3.4 | $412M | 645k | 638.72 | |
| Lumentum Hldgs (LITE) | 3.3 | $405M | 472k | 858.06 | |
| Applied Materials (AMAT) | 3.3 | $401M | 554k | 723.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $400M | 1.1M | 357.37 | |
| NVIDIA Corporation (NVDA) | 2.5 | $304M | 1.5M | 200.09 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 2.4 | $296M | 3.7M | 80.89 | |
| Nutanix Cl A (NTNX) | 2.4 | $289M | 5.7M | 50.96 | |
| Lionsgate Studios Corp (LION) | 2.4 | $288M | 19M | 15.31 | |
| Ciena Corp Com New (CIEN) | 2.3 | $276M | 562k | 490.56 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 2.0 | $247M | 4.4M | 55.86 | |
| Motorola Solutions Com New (MSI) | 1.9 | $234M | 564k | 415.29 | |
| Zscaler Incorporated (ZS) | 1.6 | $192M | 1.4M | 141.15 | |
| The Trade Desk Com Cl A (TTD) | 1.4 | $170M | 9.4M | 18.08 | |
| Workiva Com Cl A (WK) | 1.4 | $169M | 3.5M | 48.51 | |
| Servicetitan Shs Cl A (TTAN) | 1.1 | $137M | 1.9M | 70.71 | |
| United States Cellular Corporation (AD) | 0.5 | $66M | 1.8M | 36.26 |
