Filed: 2/17/2026ACC: 0001172661-26-001142
📋 What this filing means
JERICHO CAPITAL ASSET MANAGEMENT L.P. filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $8.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$8.78B
Total AUM (reported)
99.07M
Total Shares
Allocation by class
COM$3.38B38.5%
COM CL A$1.88B21.4%
CL A$1.09B12.4%
COM LBTY ONE S C$447.47M5.1%
CAP STK CL A$418.17M4.8%
COM NEW$387.33M4.4%
COM SHS$345.62M3.9%
Portfolio Concentration
Top 3$2.94B33.4%
4–10$2.99B34.1%
11–25$2.85B32.5%
Top 3 weight
33.4%
Top 10 weight
67.5%
Voting Authority Distribution
Total shares with voting rights: 99.07M
Sole
Full voting authority
99.07M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
APPLOVIN CORP
SOLEShares2.10M
TypeSH
Market value$1.41B
16.09%
Sole
2.10M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.06M
TypeSH
Market value$944.25M
10.76%
Sole
5.06M
Shared
0.00
None
0.00
F5 INC
SOLEShares2.27M
TypeSH
Market value$579.70M
6.60%
Sole
2.27M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares4M
TypeSH
Market value$569.50M
6.49%
Sole
4M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares4.54M
TypeSH
Market value$447.47M
5.10%
Sole
4.54M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares996.54K
TypeSH
Market value$418.24M
4.77%
Sole
996.54K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.34M
TypeSH
Market value$418.17M
4.76%
Sole
1.34M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares4.33M
TypeSH
Market value$406.17M
4.63%
Sole
4.33M
Shared
0.00
None
0.00
CIENA CORP
SOLEShares1.66M
TypeSH
Market value$387.33M
4.41%
Sole
1.66M
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares1.58M
TypeSH
Market value$345.62M
3.94%
Sole
1.58M
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares11.09M
TypeSH
Market value$335.48M
3.82%
Sole
11.09M
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares4.75M
TypeSH
Market value$325.23M
3.71%
Sole
4.75M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares3.60M
TypeSH
Market value$268.04M
3.05%
Sole
3.60M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares397.86K
TypeSH
Market value$262.62M
2.99%
Sole
397.86K
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
SOLEShares2.61M
TypeSH
Market value$247.74M
2.82%
Sole
2.61M
Shared
0.00
None
0.00
UPSTART HLDGS INC
SOLEShares5.01M
TypeSH
Market value$219.17M
2.50%
Sole
5.01M
Shared
0.00
None
0.00
FOX CORP
SOLEShares2.97M
TypeSH
Market value$217.24M
2.48%
Sole
2.97M
Shared
0.00
None
0.00
MADISON SQUARE GARDEN ENTMT
SOLEShares3.66M
TypeSH
Market value$197.38M
2.25%
Sole
3.66M
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares13.04M
TypeSH
Market value$189.84M
2.16%
Sole
13.04M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares3.11M
TypeSH
Market value$160.63M
1.83%
Sole
3.11M
Shared
0.00
None
0.00
AMBARELLA INC
SOLEShares1.59M
TypeSH
Market value$112.43M
1.28%
Sole
1.59M
Shared
0.00
None
0.00
ARRAY DIGITAL INFRASTRUCTURE
SOLEShares1.82M
TypeSH
Market value$97.37M
1.11%
Sole
1.82M
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares8.79M
TypeSH
Market value$89.43M
1.02%
Sole
8.79M
Shared
0.00
None
0.00
SPORTRADAR GROUP AG
SOLEShares3.16M
TypeSH
Market value$75.12M
0.86%
Sole
3.16M
Shared
0.00
None
0.00
LIONSGATE STUDIOS CORP
SOLEShares5.60M
TypeSH
Market value$51.12M
0.58%
Sole
5.60M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 2.10M | SH | $1.41B 16.09% | 2.10M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.06M | SH | $944.25M 10.76% | 5.06M | 0.00 | 0.00 |
F5 INCSOLE | COM | 2.27M | SH | $579.70M 6.60% | 2.27M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 4M | SH | $569.50M 6.49% | 4M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 4.54M | SH | $447.47M 5.10% | 4.54M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 996.54K | SH | $418.24M 4.77% | 996.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.34M | SH | $418.17M 4.76% | 1.34M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 4.33M | SH | $406.17M 4.63% | 4.33M | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 1.66M | SH | $387.33M 4.41% | 1.66M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 1.58M | SH | $345.62M 3.94% | 1.58M | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 11.09M | SH | $335.48M 3.82% | 11.09M | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 4.75M | SH | $325.23M 3.71% | 4.75M | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 3.60M | SH | $268.04M 3.05% | 3.60M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 397.86K | SH | $262.62M 2.99% | 397.86K | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 2.61M | SH | $247.74M 2.82% | 2.61M | 0.00 | 0.00 |
UPSTART HLDGS INCSOLE | COM | 5.01M | SH | $219.17M 2.50% | 5.01M | 0.00 | 0.00 |
FOX CORPSOLE | CL A COM | 2.97M | SH | $217.24M 2.48% | 2.97M | 0.00 | 0.00 |
MADISON SQUARE GARDEN ENTMTSOLE | COM CL A | 3.66M | SH | $197.38M 2.25% | 3.66M | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 13.04M | SH | $189.84M 2.16% | 13.04M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 3.11M | SH | $160.63M 1.83% | 3.11M | 0.00 | 0.00 |
AMBARELLA INCSOLE | SHS | 1.59M | SH | $112.43M 1.28% | 1.59M | 0.00 | 0.00 |
ARRAY DIGITAL INFRASTRUCTURESOLE | COM | 1.82M | SH | $97.37M 1.11% | 1.82M | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 8.79M | SH | $89.43M 1.02% | 8.79M | 0.00 | 0.00 |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 3.16M | SH | $75.12M 0.86% | 3.16M | 0.00 | 0.00 |
LIONSGATE STUDIOS CORPSOLE | COM | 5.60M | SH | $51.12M 0.58% | 5.60M | 0.00 | 0.00 |