Filed: 8/14/2026ACC: 0001172661-26-003815
📋 What this filing means
JERICHO CAPITAL ASSET MANAGEMENT L.P. filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $12.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$12.10B
Total AUM (reported)
128.04M
Total Shares
Allocation by class
COM$5.80B48.0%
COM CL A$1.98B16.4%
CL A$1.77B14.6%
CL A COM$747.69M6.2%
COM NEW$509.48M4.2%
COM LBTY ONE S C$499.33M4.1%
CAP STK CL A$399.54M3.3%
Portfolio Concentration
Top 3$2.51B20.8%
4–10$3.94B32.5%
11–25$5.11B42.2%
Rest$541.82M4.5%
Top 3 weight
20.8%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 128.04M
Sole
Full voting authority
128.04M
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)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
F5 INC
SOLEShares2.12M
TypeSH
Market value$881.31M
7.28%
Sole
2.12M
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares1.68M
TypeSH
Market value$864.16M
7.14%
Sole
1.68M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares4.19M
TypeSH
Market value$768.00M
6.35%
Sole
4.19M
Shared
0.00
None
0.00
FOX CORP
SOLEShares14.33M
TypeSH
Market value$747.69M
6.18%
Sole
14.33M
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares22.88M
TypeSH
Market value$585.57M
4.84%
Sole
22.88M
Shared
0.00
None
0.00
REDDIT INC
SOLEShares3.34M
TypeSH
Market value$578.93M
4.79%
Sole
3.34M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares466.94K
TypeSH
Market value$538.99M
4.45%
Sole
466.94K
Shared
0.00
None
0.00
LATTICE SEMICONDUCTOR CORP
SOLEShares3.27M
TypeSH
Market value$500.04M
4.13%
Sole
3.27M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares5.25M
TypeSH
Market value$499.33M
4.13%
Sole
5.25M
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares4.83M
TypeSH
Market value$484.65M
4.01%
Sole
4.83M
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares4.88M
TypeSH
Market value$461.47M
3.81%
Sole
4.88M
Shared
0.00
None
0.00
TWILIO INC
SOLEShares2.19M
TypeSH
Market value$452.37M
3.74%
Sole
2.19M
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
SOLEShares2.61M
TypeSH
Market value$450.85M
3.73%
Sole
2.61M
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares644.76K
TypeSH
Market value$411.82M
3.40%
Sole
644.76K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares472.24K
TypeSH
Market value$405.21M
3.35%
Sole
472.24K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares553.93K
TypeSH
Market value$400.49M
3.31%
Sole
553.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.12M
TypeSH
Market value$399.54M
3.30%
Sole
1.12M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.52M
TypeSH
Market value$303.94M
2.51%
Sole
1.52M
Shared
0.00
None
0.00
MADISON SQUARE GARDEN ENTMT
SOLEShares3.66M
TypeSH
Market value$296.28M
2.45%
Sole
3.66M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares5.67M
TypeSH
Market value$288.84M
2.39%
Sole
5.67M
Shared
0.00
None
0.00
LIONSGATE STUDIOS CORP
SOLEShares18.82M
TypeSH
Market value$288.06M
2.38%
Sole
18.82M
Shared
0.00
None
0.00
CIENA CORP
SOLEShares561.51K
TypeSH
Market value$275.46M
2.28%
Sole
561.51K
Shared
0.00
None
0.00
FORGENT POWER SOLUTIONS INC
SOLEShares4.43M
TypeSH
Market value$247.40M
2.04%
Sole
4.43M
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares563.53K
TypeSH
Market value$234.03M
1.93%
Sole
563.53K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares1.36M
TypeSH
Market value$192.37M
1.59%
Sole
1.36M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
F5 INCSOLE | COM | 2.12M | SH | $881.31M 7.28% | 2.12M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 1.68M | SH | $864.16M 7.14% | 1.68M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 4.19M | SH | $768.00M 6.35% | 4.19M | 0.00 | 0.00 |
FOX CORPSOLE | CL A COM | 14.33M | SH | $747.69M 6.18% | 14.33M | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 22.88M | SH | $585.57M 4.84% | 22.88M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 3.34M | SH | $578.93M 4.79% | 3.34M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 466.94K | SH | $538.99M 4.45% | 466.94K | 0.00 | 0.00 |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 3.27M | SH | $500.04M 4.13% | 3.27M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 5.25M | SH | $499.33M 4.13% | 5.25M | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 4.83M | SH | $484.65M 4.01% | 4.83M | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 4.88M | SH | $461.47M 3.81% | 4.88M | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 2.19M | SH | $452.37M 3.74% | 2.19M | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 2.61M | SH | $450.85M 3.73% | 2.61M | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 644.76K | SH | $411.82M 3.40% | 644.76K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 472.24K | SH | $405.21M 3.35% | 472.24K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 553.93K | SH | $400.49M 3.31% | 553.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.12M | SH | $399.54M 3.30% | 1.12M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.52M | SH | $303.94M 2.51% | 1.52M | 0.00 | 0.00 |
MADISON SQUARE GARDEN ENTMTSOLE | COM CL A | 3.66M | SH | $296.28M 2.45% | 3.66M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 5.67M | SH | $288.84M 2.39% | 5.67M | 0.00 | 0.00 |
LIONSGATE STUDIOS CORPSOLE | COM | 18.82M | SH | $288.06M 2.38% | 18.82M | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 561.51K | SH | $275.46M 2.28% | 561.51K | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCSOLE | COM SHS CL A | 4.43M | SH | $247.40M 2.04% | 4.43M | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 563.53K | SH | $234.03M 1.93% | 563.53K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 1.36M | SH | $192.37M 1.59% | 1.36M | 0.00 | 0.00 |
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