Jericho Capital Asset Management L.P. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$8.8B
Holdings
25
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 2,095,319 | $1.4T | 16085.72% | |
| 2 | NVDANVIDIA CORPORATION | 5,063,012 | $944.3B | 10758.07% | |
| 3 | FFIVF5 INC | 2,271,013 | $579.7B | 6604.63% | |
| 4 | LYVLIVE NATION ENTERTAINMENT IN | 3,996,512 | $569.5B | 6488.47% | |
| 5 | FWONALIBERTY MEDIA CORP DEL | 4,542,396 | $447.5B | 5098.14% | |
| 6 | MDBMONGODB INC | 996,540 | $418.2B | 4765.07% | |
| 7 | GOOGLALPHABET INC | 1,336,000 | $418.2B | 4764.28% | |
| 8 | NFLXNETFLIX INC | 4,332,000 | $406.2B | 4627.56% | |
| 9 | CIENCIENA CORP | 1,656,172 | $387.3B | 4412.92% | |
| 10 | SNOWSNOWFLAKE INC | 1,575,580 | $345.6B | 3937.72% | |
| 11 | CFLTCONFLUENT INC | 11,094,000 | $335.5B | 3822.22% | |
| 12 | DOCUDOCUSIGN INC | 4,754,753 | $325.2B | 3705.36% | |
| 13 | AFRMAFFIRM HLDGS INC | 3,601,248 | $268.0B | 3053.84% | |
| 14 | METAMETA PLATFORMS INC | 397,858 | $262.6B | 2992.11% | |
| 15 | SPHRSPHERE ENTERTAINMENT CO | 2,605,615 | $247.7B | 2822.57% | |
| 16 | UPSTUPSTART HLDGS INC | 5,011,809 | $219.2B | 2497.01% | |
| 17 | FOXAFOX CORP | 2,973,000 | $217.2B | 2475.03% | |
| 18 | MSGEMADISON SQUARE GARDEN ENTMT | 3,662,724 | $197.4B | 2248.84% | |
| 19 | CORZCORE SCIENTIFIC INC NEW | 13,038,619 | $189.8B | 2162.91% | |
| 20 | NTNXNUTANIX INC | 3,107,481 | $160.6B | 1830.04% | |
| 21 | AMBAAMBARELLA INC | 1,587,081 | $112.4B | 1280.92% | |
| 22 | ADARRAY DIGITAL INFRASTRUCTURE | 1,815,844 | $97.4B | 1109.30% | |
| 23 | GTMZOOMINFO TECHNOLOGIES INC | 8,793,670 | $89.4B | 1018.91% | |
| 24 | SRADSPORTRADAR GROUP AG | 3,160,174 | $75.1B | 855.82% | |
| 25 | LIONLIONSGATE STUDIOS CORP | 5,599,000 | $51.1B | 582.40% |