Jericho Capital Asset Management L.P.
CIK 1525234
13F filing for Q2 2026・No. 500
- Holdings
- US$12.1B
- Quarter change
- +US$5.33B
- Entries
- 29
- Net bought (estimate)
- +US$3.62B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 4
- Cut 3
- Added 9
- Corporate actions 0
- Unchanged 7
Largest holdings
29 stocks worth US$12.1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FFIVF5 INCCOM | Cut | 2,118,749 | US$881.31M | 7.28% |
| APPAPPLOVIN CORPCOM CL A | Unchanged | 1,677,224 | US$864.16M | 7.14% |
| LYVLIVE NATION ENTERTAINMENT INCOM | Added | 4,194,203 | US$768M | 6.35% |
| FOXAFOX CORPCL A COM | Added | 14,334,514 | US$747.69M | 6.18% |
| CORZCORE SCIENTIFIC INC NEWCOM | Added | 22,882,942 | US$585.57M | 4.84% |
| RDDTREDDIT INCCL A | New | 3,335,221 | US$578.93M | 4.79% |
| MUMicronCOM | New | 466,943 | US$538.99M | 4.45% |
| LSCCLATTICE SEMICONDUCTOR CORPCOM | Added | 3,269,111 | US$500.04M | 4.13% |
| FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C | Unchanged | 5,248,396 | US$499.33M | 4.13% |
| HOODROBINHOOD MKTS INCCOM CL A | New | 4,833,000 | US$484.65M | 4.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.