account_balance
Investment manager · 13F filer · SEC CIK 1525234
Jericho Capital Asset Management L.P.
Reported value$12.1Bas of Jun 30, 2026
Positions29 10 new, 4 sold out
Top 10 weight53.3%FFIV alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FFIVF5 Inc
7.3%Trimmed −20%
APPApplovin Corp
7.1%
LYVLive Nation Entertainment In
6.3%Added +7%
FOXAFox Corp
6.2%Added +114%
CORZCore Scientific Inc New
4.8%Added +95%
RDDTReddit Inc
4.8%New
MUMicron Technology Inc
4.5%New
LSCCLattice Semiconductor Corp
4.1%Added +1371%
FWONKLiberty Media Corp
4.1%
HOODRobinhood MKTS Inc
4.0%New
ONOn Semiconductor Corp
3.8%New
TWLOTwilio Inc
3.7%Added +214%
FFIV7.3%APP7.1%LYV6.3%
FOXAFox Corp
6.2%Added +114%
CORZCore Scientific Inc New
4.8%Added +95%
RDDTReddit Inc
4.8%New
MU4.5%LSCC4.1%FWONK4.1%HOOD4.0%ON3.8%TWLO3.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FFIV F5 Inc 7.3% Trimmed −20%APP Applovin Corp 7.1% HeldLYV Live Nation Entertainment In 6.3% Added +7%FOXA Fox Corp 6.2% Added +114%CORZ Core Scientific Inc New 4.8% Added +95%RDDT Reddit Inc 4.8% NewMU Micron Technology Inc 4.5% NewLSCC Lattice Semiconductor Corp 4.1% Added +1371%FWONK Liberty Media Corp 4.1% HeldHOOD Robinhood MKTS Inc 4.0% NewON On Semiconductor Corp 3.8% NewTWLO Twilio Inc 3.7% Added +214%
What changed