13F tracker › Jericho Capital Asset Management
Jericho Capital Asset Management 13F holdings, Q2 2026
Jericho Capital Asset Management (technology investment firm) reported 29 US-listed positions worth $12.1B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 10 new positions, 8 increased, 4 reduced, and 4 exited.
Reported value$12.1B
Positions29
New / exited10 / 4
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| F5 Inc | $881.3M | 7.3% | 2,118,749 |
| Applovin Corp | $864.2M | 7.1% | 1,677,224 |
| Live Nation Entertainment In | $768.0M | 6.3% | 4,194,203 |
| Fox Corp | $747.7M | 6.2% | 14,334,514 |
| Core Scientific Inc New | $585.6M | 4.8% | 22,882,942 |
| Reddit Inc | $578.9M | 4.8% | 3,335,221 |
| Micron Technology Inc | $539.0M | 4.5% | 466,943 |
| Lattice Semiconductor Corp | $500.0M | 4.1% | 3,269,111 |
| Liberty Media Corp Del | $499.3M | 4.1% | 5,248,396 |
| Robinhood Mkts Inc | $484.7M | 4.0% | 4,833,000 |
| On Semiconductor Corp | $461.5M | 3.8% | 4,881,237 |
| Twilio Inc | $452.4M | 3.7% | 2,192,455 |
| Sphere Entertainment Co | $450.8M | 3.7% | 2,605,615 |
| Western Digital Corp | $411.8M | 3.4% | 644,764 |
| Lumentum Hldgs Inc | $405.2M | 3.3% | 472,235 |
| Applied Matls Inc | $400.5M | 3.3% | 553,927 |
| Alphabet Inc | $399.5M | 3.3% | 1,118,000 |
| Nvidia Corporation | $303.9M | 2.5% | 1,519,012 |
| Madison Square Garden Entmt | $296.3M | 2.4% | 3,662,724 |
| Nutanix Inc | $288.8M | 2.4% | 5,668,014 |
| Lionsgate Studios Corp | $288.1M | 2.4% | 18,815,105 |
| Ciena Corp | $275.5M | 2.3% | 561,513 |
| Forgent Power Solutions Inc | $247.4M | 2.0% | 4,429,000 |
| Motorola Solutions Inc | $234.0M | 1.9% | 563,528 |
| Zscaler Inc | $192.4M | 1.6% | 1,362,862 |
New positions in Q2 2026
| Company | Value | Shares |
| Reddit Inc | $578.9M | 3,335,221 |
| Micron Technology Inc | $539.0M | 466,943 |
| Robinhood Mkts Inc | $484.7M | 4,833,000 |
| On Semiconductor Corp | $461.5M | 4,881,237 |
| Lumentum Hldgs Inc | $405.2M | 472,235 |
| Forgent Power Solutions Inc | $247.4M | 4,429,000 |
| Motorola Solutions Inc | $234.0M | 563,528 |
| Zscaler Inc | $192.4M | 1,362,862 |
| The Trade Desk Inc | $169.9M | 9,395,296 |
| Servicetitan Inc | $137.2M | 1,940,000 |
Positions increased
| Company | Value | Share change | Shares |
| Live Nation Entertainment In | $768.0M | +7% | 4,194,203 |
| Fox Corp | $747.7M | +114% | 14,334,514 |
| Core Scientific Inc New | $585.6M | +95% | 22,882,942 |
| Lattice Semiconductor Corp | $500.0M | +1371% | 3,269,111 |
| Twilio Inc | $452.4M | +214% | 2,192,455 |
| Western Digital Corp | $411.8M | +11% | 644,764 |
| Nutanix Inc | $288.8M | +45% | 5,668,014 |
| Workiva Inc | $168.9M | +41% | 3,482,515 |
Positions reduced
| Company | Value | Share change | Shares |
| F5 Inc | $881.3M | -20% | 2,118,749 |
| Applied Matls Inc | $400.5M | -39% | 553,927 |
| Nvidia Corporation | $303.9M | -8% | 1,519,012 |
| Ciena Corp | $275.5M | -66% | 561,513 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Mongodb Inc | $243.9M | 996,540 |
| Snowflake Inc | $240.1M | 1,591,778 |
| Kratos Defense & Sec Solutio | $186.8M | 2,649,578 |
| Docusign Inc | $142.2M | 3,000,000 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
