Jericho Capital Asset Management L.P.: 13F holdings
CIK 15252342026Q2
| Positions | 29 |
|---|
| Reported value | $12.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 29 (+6 vs prior quarter) |
|---|
| Reported value | $12.1bn (+78.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FFIV F5 INC | 2,118,749 | $881.3m | 7.3% |
| APP APPLOVIN CORP | 1,677,224 | $864.2m | 7.1% |
| LYV LIVE NATION ENTERTAINMENT IN | 4,194,203 | $768.0m | 6.3% |
| FOXA FOX CORP | 14,334,514 | $747.7m | 6.2% |
| CORZ CORE SCIENTIFIC INC NEW | 22,882,942 | $585.6m | 4.8% |
| RDDT REDDIT INC | 3,335,221 | $578.9m | 4.8% |
| MU MICRON TECHNOLOGY INC | 466,943 | $539.0m | 4.5% |
| LSCC LATTICE SEMICONDUCTOR CORP | 3,269,111 | $500.0m | 4.1% |
| FWONK LIBERTY MEDIA CORP DEL | 5,248,396 | $499.3m | 4.1% |
| HOOD ROBINHOOD MKTS INC | 4,833,000 | $484.7m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1525234")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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