Jericho Capital Asset Management L.P.
CIK: 0001525234Latest portfolio: $8.8B · Q4 2025
Holdings
25
Total Value
$8.8B
New Positions
5
Closed Positions
10
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 2,095,319 | $1.4B | 16.09% | — | |
| 2 | NVDANVIDIA CORPORATION | 5,063,012 | $944.3M | 10.76% | +2.4M | |
| 3 | FFIVF5 INC | 2,271,013 | $579.7M | 6.60% | NEW | |
| 4 | LYVLIVE NATION ENTERTAINMENT IN | 3,996,512 | $569.5M | 6.49% | +1.1M | |
| 5 | FWONALIBERTY MEDIA CORP DEL | 4,542,396 | $447.5M | 5.10% | +688K | |
| 6 | MDBMONGODB INC | 996,540 | $418.2M | 4.77% | -382,000 | |
| 7 | GOOGLALPHABET INC | 1,336,000 | $418.2M | 4.76% | -1,348,000 | |
| 8 | NFLXNETFLIX INC | 4,332,000 | $406.2M | 4.63% | +4.1M | |
| 9 | CIENCIENA CORP | 1,656,172 | $387.3M | 4.41% | -326,828 | |
| 10 | SNOWSNOWFLAKE INC | 1,575,580 | $345.6M | 3.94% | NEW | |
| 11 | CFLTCONFLUENT INC | 11,094,000 | $335.5M | 3.82% | +2.8M | |
| 12 | DOCUDOCUSIGN INC | 4,754,753 | $325.2M | 3.71% | — | |
| 13 | AFRMAFFIRM HLDGS INC | 3,601,248 | $268.0M | 3.05% | +251K | |
| 14 | METAMETA PLATFORMS INC | 397,858 | $262.6M | 2.99% | -124,000 | |
| 15 | SPHRSPHERE ENTERTAINMENT CO | 2,605,615 | $247.7M | 2.82% | -100,000 | |
| 16 | UPSTUPSTART HLDGS INC | 5,011,809 | $219.2M | 2.50% | +531K | |
| 17 | FOXAFOX CORP | 2,973,000 | $217.2M | 2.48% | NEW | |
| 18 | MSGEMADISON SQUARE GARDEN ENTMT | 3,662,724 | $197.4M | 2.25% | +777K | |
| 19 | CORZCORE SCIENTIFIC INC NEW | 13,038,619 | $189.8M | 2.16% | +1.3M | |
| 20 | NTNXNUTANIX INC | 3,107,481 | $160.6M | 1.83% | +666K | |
| 21 | AMBAAMBARELLA INC | 1,587,081 | $112.4M | 1.28% | +374K | |
| 22 | ADARRAY DIGITAL INFRASTRUCTURE | 1,815,844 | $97.4M | 1.11% | — | |
| 23 | GTMZOOMINFO TECHNOLOGIES INC | 8,793,670 | $89.4M | 1.02% | — | |
| 24 | SRADSPORTRADAR GROUP AG | 3,160,174 | $75.1M | 0.86% | NEW | |
| 25 | LIONLIONSGATE STUDIOS CORP | 5,599,000 | $51.1M | 0.58% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($1.4118679442515797e+73T)
Communication Services0.0% ($5.695024474714181e+48T)
Financial Services0.0% ($219.2M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $8.8B | 25 |
| Q3 2025 | Nov 14, 2025 | $9.6T | 30 |
| Q2 2025 | Aug 14, 2025 | $7.5T | 30 |
| Q1 2025 | May 15, 2025 | $5.5T | 23 |
| Q4 2024 | Feb 14, 2025 | $7.0T | 29 |
| Q3 2024 | Nov 14, 2024 | $4146.4T | 24 |
| Q2 2024 | Aug 14, 2024 | $3324.1T | 22 |
| Q1 2024 | May 15, 2024 | $3748.2T | 28 |
| Q4 2023 | Feb 14, 2024 | $3266.4T | 27 |
| Q3 2023 | Nov 14, 2023 | $2938.7T | 23 |
| Q2 2023 | Aug 14, 2023 | $2556.4T | 22 |
| Q1 2023 | May 15, 2023 | $2408.6T | 28 |
| Q4 2022 | Feb 14, 2023 | $1350.3T | 23 |
| Q3 2022 | Nov 14, 2022 | $1.6T | 24 |
| Q2 2022 | Aug 15, 2022 | $1.6T | 26 |
| Q1 2022 | May 16, 2022 | $1.9T | 21 |
| Q4 2021 | Feb 14, 2022 | $2.7T | 29 |
| Q3 2021 | Nov 15, 2021 | $3.7T | 42 |
| Q2 2021 | Aug 16, 2021 | $4.2T | 48 |
| Q1 2021 | May 17, 2021 | $3.8T | 53 |
| Q4 2020 | Feb 16, 2021 | $4.2T | 54 |
| Q3 2020 | Nov 16, 2020 | $2.5T | 45 |
| Q2 2020 | Aug 14, 2020 | $2.6T | 48 |
| Q1 2020 | May 15, 2020 | $1.2T | 26 |
| Q4 2019 | Feb 14, 2020 | $1.8T | 25 |
| Q3 2019 | Nov 14, 2019 | $1.8T | 18 |
| Q2 2019 | Aug 14, 2019 | $2.3T | 23 |
| Q1 2019 | May 15, 2019 | $2.2T | 27 |
| Q4 2018 | Feb 14, 2019 | $983.2B | 16 |
| Q3 2018 | Nov 14, 2018 | $2.3T | 23 |
| Q2 2018 | Aug 14, 2018 | $2.3T | 22 |
| Q1 2018 | May 15, 2018 | $1.8T | 24 |
| Q4 2017 | Feb 14, 2018 | $1.9T | 30 |
| Q3 2017 | Nov 14, 2017 | $1.8T | 27 |
| Q2 2017 | Aug 14, 2017 | $1.8T | 33 |
| Q1 2017 | May 15, 2017 | $1.4T | 28 |
| Q4 2016 | Feb 14, 2017 | $1.6T | 30 |
| Q3 2016 | Nov 14, 2016 | $2.5T | 36 |
| Q2 2016 | Aug 15, 2016 | $1.8T | 23 |
| Q1 2016 | May 16, 2016 | $2.1T | 33 |
Fund Information
Jericho Capital Asset Management L.P. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $8.8B across 25 holdings. The largest position is APPLOVIN CORP (APP), representing 16.1% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.