Jericho Capital Asset Management L.P.

LOS ANGELES, CA · CIK 1525234 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited partnership

Assets managed$10.1bn
Staff10 · 8 in investment roles
Main clients (by assets)Private funds 100%
Private funds7 (6 hedge) · $16.3bn gross assets
Websitejerichocap.com
Form ADV · 2026-04-27SEC adviser record

Legal entityJERICHO CAPITAL ASSET MANAGEMENT L.P. (US)

$12.1bn reported value +78.9% vs Q1 2026

29positions

53.3%in top 10

10 new 8 added 4 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	F5 INC COM FFIV	FFIV	2,118,749	$881.3m7.28%	7.28%	Reduced -524.3k	-524,264 -19.8%
2	APPLOVIN CORP COM CL A APP	APP	1,677,224	$864.2m7.14%	7.14%	Unchanged
3	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	4,194,203	$768.0m6.35%	6.35%	Added +266.8k	+266,820 6.8%
4	FOX CORP CL A COM FOXA	FOXA	14,334,514	$747.7m6.18%	6.18%	Added +7.6m	+7,649,636 114.4%
5	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	22,882,942	$585.6m4.84%	4.84%	Added +11.2m	+11,159,492 95.2%
6	REDDIT INC CL A RDDT	RDDT	3,335,221	$578.9m4.79%	4.79%	New
7	MICRON TECHNOLOGY INC COM MU	MU	466,943	$539.0m4.45%	4.45%	New
8	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	3,269,111	$500.0m4.13%	4.13%	Added +3.0m	+3,046,896 1371.2%
9	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	5,248,396	$499.3m4.13%	4.13%	Unchanged
10	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	4,833,000	$484.7m4.01%	4.01%	New
11	ON SEMICONDUCTOR CORP COM ON	ON	4,881,237	$461.5m3.81%	3.81%	New
12	TWILIO INC CL A TWLO	TWLO	2,192,455	$452.4m3.74%	3.74%	Added +1.5m	+1,494,944 214.3%
13	SPHERE ENTERTAINMENT CO CL A SPHR	SPHR	2,605,615	$450.8m3.73%	3.73%	Unchanged
14	WESTERN DIGITAL CORP COM WDC	WDC	644,764	$411.8m3.40%	3.40%	Added +63.2k	+63,202 10.9%
15	LUMENTUM HLDGS INC COM LITE	LITE	472,235	$405.2m3.35%	3.35%	New
16	APPLIED MATLS INC COM AMAT	AMAT	553,927	$400.5m3.31%	3.31%	Reduced -350.4k	-350,428 -38.8%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,118,000	$399.5m3.30%	3.30%	Unchanged
18	NVIDIA CORPORATION COM NVDA	NVDA	1,519,012	$303.9m2.51%	2.51%	Reduced -128.0k	-128,000 -7.8%
19	MADISON SQUARE GARDEN ENTMT COM CL A MSGE	MSGE	3,662,724	$296.3m2.45%	2.45%	Unchanged
20	NUTANIX INC CL A NTNX	NTNX	5,668,014	$288.8m2.39%	2.39%	Added +1.7m	+1,747,518 44.6%
21	LIONSGATE STUDIOS CORP COM LION	LION	18,815,105	$288.1m2.38%	2.38%	Unchanged
22	CIENA CORP COM NEW CIEN	CIEN	561,513	$275.5m2.28%	2.28%	Reduced -1.1m	-1,094,659 -66.1%
23	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	4,429,000	$247.4m2.04%	2.04%	New
24	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	563,528	$234.0m1.93%	1.93%	New
25	ZSCALER INC COM ZS	ZS	1,362,862	$192.4m1.59%	1.59%	New
26	THE TRADE DESK INC COM CL A TTD	TTD	9,395,296	$169.9m1.40%	1.40%	New
27	WORKIVA INC COM CL A WK	WK	3,482,515	$168.9m1.40%	1.40%	Added +1.0m	+1,016,770 41.2%
28	SERVICETITAN INC SHS CL A TTAN	TTAN	1,940,000	$137.2m1.13%	1.13%	New
29	UNITED STATES CELLULAR CORP COM AD	AD	1,815,844	$65.8m0.54%	0.54%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MONGODB INC MDB	MDB	996,540	$243.9m996.5k shares
SNOWFLAKE INC SNOW	SNOW	1,591,778	$240.1m1.6m shares
KRATOS DEFENSE & SEC SOLUTIO KTOS	KTOS	2,649,578	$186.8m2.6m shares
DOCUSIGN INC DOCU	DOCU	3,000,000	$142.2m3.0m shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
MADISON SQUARE GARDEN ENTMT MSGE · 13G · filed 2026-02-17	MSGE	9.1%≈ $296.3m	+2.1 pts	13G	2026-02-17
CORE SCIENTIFIC INC NEW CORZ · 13G · filed 2026-08-14	CORZ	7.2%≈ $585.6m	new	13G	2026-08-14
WORKIVA INC WK · 13G · filed 2026-08-14	WK	6.6%≈ $168.9m	new	13G	2026-08-14
LIONSGATE STUDIOS CORP LION · 13G · filed 2026-05-15	LION	6.5%≈ $288.1m	new	13G	2026-05-15