The Analysis of Jericho Capital Asset Management L.P.'s Holdings


Currently, Jericho Capital Asset Management L.P. holds 25 types of securities in its portfolio with a total value $8.8B. In the most recent quarter, they have increased their positions in FFIV (+2.3M shares, valued at $579.7M), NVDA (+2.4M shares, valued at $455.8M), NFLX (+4.1M shares, valued at $383.8M); decreased their positions in N/A (-1.3M shares, valued at $421.9M), MDB (-382.0K shares, valued at $160.3M), META (-124.0K shares, valued at $81.9M); initiated new positions in FFIV (+2.3M shares, valued at $579.7M), SNOW (+1.6M shares, valued at $345.6M), FOXA (+3.0M shares, valued at $217.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APP APPLOVIN CORP2.1M shares0.00%2025-12-312026-02-17history
NVDA NVIDIA CORPORATION5.1M shares93.32%2025-12-312026-02-17history
FFIV F5 INC2.3M sharesnew addition2025-12-312026-02-17history
LYV LIVE NATION ENTERTAINMENT IN4.0M shares37.95%2025-12-312026-02-17history
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL4.5M shares17.85%2025-12-312026-02-17history
MDB MONGODB INC996.5K shares-27.71%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC1.3M shares-50.22%2025-12-312026-02-17history
NFLX NETFLIX INC4.3M shares1712.55%2025-12-312026-02-17history
Sponsored
CIEN CIENA CORP1.7M shares-16.48%2025-12-312026-02-17history
SNOW SNOWFLAKE INC1.6M sharesnew addition2025-12-312026-02-17history
CFLT CONFLUENT INC11.1M shares34.21%2025-12-312026-02-17history
DOCU DOCUSIGN INC4.8M shares0.00%2025-12-312026-02-17history
AFRM AFFIRM HLDGS INC3.6M shares7.49%2025-12-312026-02-17history
META META PLATFORMS INC397.9K shares-23.76%2025-12-312026-02-17history
SPHR SPHERE ENTERTAINMENT CO2.6M shares-3.70%2025-12-312026-02-17history
UPST UPSTART HLDGS INC5.0M shares11.85%2025-12-312026-02-17history
Sponsored
FOXA FOX CORP3.0M sharesnew addition2025-12-312026-02-17history
MSGE MADISON SQUARE GARDEN ENTMT3.7M shares26.93%2025-12-312026-02-17history
CORZ CORE SCIENTIFIC INC NEW13.0M shares11.44%2025-12-312026-02-17history
NTNX NUTANIX INC3.1M shares27.28%2025-12-312026-02-17history
AMBA AMBARELLA INC1.6M shares30.80%2025-12-312026-02-17history
AD ARRAY DIGITAL INFRASTRUCTURE1.8M shares0.00%2025-12-312026-02-17history
GTM ZOOMINFO TECHNOLOGIES INC8.8M shares0.00%2025-12-312026-02-17history
SRAD SPORTRADAR GROUP AG3.2M sharesnew addition2025-12-312026-02-17history
Sponsored
LION2 LIONSGATE STUDIOS CORP5.6M sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available