Institutional Fund
Jericho Capital Asset Management L.P.
Los Angeles, CACIK 15252345 filings on record
Portfolio Value
$6.76B
Q1 2026
Holdings
23
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-22.9%
from $8.78B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- F5 Inc11.3%
- Applovin Corp9.9%
- Ciena Corp9.5%
- Live Nation Entertainment In8.9%
- Liberty Media Corp Del6.6%
- Fox Corp5.8%
- Other48.1%
Portfolio Holdings
23 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | F5 Inc | 2.64M | $764.70M | 11.3% | +372.0K | Added |
| 2 | Applovin Corp | 1.68M | $667.54M | 9.9% | −418.1K | Reduced |
| 3 | Ciena Corp | 1.66M | $642.98M | 9.5% | 0 | Held |
| 4 | Live Nation Entertainment In | 3.93M | $598.97M | 8.9% | −69.1K | Reduced |
| 5 | Liberty Media Corp Del | 5.25M | $446.22M | 6.6% | +706.0K | Added |
| 6 | Fox Corp | 6.68M | $390.40M | 5.8% | +3.71M | Added |
| 7 | Alphabet Inc | 1.12M | $321.49M | 4.8% | −218.0K | Reduced |
| 8 | Applied Matls Inc | 904.4K | $309.10M | 4.6% | +904.4K | New |
| 9 | Sphere Entertainment Co | 2.61M | $305.90M | 4.5% | 0 | Held |
| 10 | Nvidia Corporation | 1.65M | $287.24M | 4.2% | −3.42M | Reduced |
13 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio