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Jericho Capital Asset Management L.P.

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    25

  • Value ($000)

    $8,777,146

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001525234
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
APP

APPLOVIN CORP

COM CL A
03831W108
$1.41B
16 %

2,095,319

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$944.25M
11 %

5,063,012

F
FFIV

F5 INC

COM
315616102
$579.7M
7 %

2,271,013

L
LYV

LIVE NATION ENTERTAINMENT IN

COM
538034109
$569.5M
7 %

3,996,512

F
FWONK

LIBERTY MEDIA CORP DEL

COM LBTY ONE S C
531229755
$447.47M
5 %

4,542,396

M
MDB

MONGODB INC

CL A
60937P106
$418.24M
5 %

996,540

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$418.17M
5 %

1,336,000

N
NFLX

NETFLIX INC

COM
64110L106
$406.17M
5 %

4,332,000

C
CIEN

CIENA CORP

COM NEW
171779309
$387.33M
4 %

1,656,172

S
SNOW

SNOWFLAKE INC

COM SHS
833445109
$345.62M
4 %

1,575,580

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