StockDriftsStockDriftsTop 23 Jericho Capital Asset Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FFIV | F5 INC | 11.3% | 2.64M | $764.7M | +16.38%(+372.00K) | $286.84(+26.40%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 9.87% | 1.68M | $667.5M | -19.95%(-418.10K) | $49.40(+914.15%) | 2026-03-31 | |
| CIEN | CIENA CORP | 9.5% | 1.66M | $643.0M | +0.00%(+0) | $85.19(+550.87%) | 2026-03-31 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 8.85% | 3.93M | $599.0M | -1.73%(-69.13K) | $112.75(+49.77%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 6.6% | 5.25M | $446.2M | +15.54%(+706.00K) | $85.83(+4.32%) | 2026-03-31 | |
| FOXA | FOX CORP | 5.77% | 6.68M | $390.4M | +124.85%(+3.71M) | $66.77(-2.88%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.75% | 1.12M | $321.5M | -16.32%(-218.00K) | $209.67(+89.24%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 4.57% | 904.4K | $309.1M | new | $299.39(+45.84%) | 2026-03-31 | |
| SPHR | SPHERE ENTERTAINMENT CO | 4.52% | 2.61M | $305.9M | +0.00%(+0) | $34.18(+293.03%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.25% | 1.65M | $287.2M | -67.47%(-3.42M) | $124.88(+80.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +39.03% | +168.75% |
| Top 20 Holdings Unweighted | +29.52% | +117.27% |
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