StockDriftsStockDriftsTop 29 Jericho Capital Asset Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FFIV | F5 INC | 7.28% | 2.12M | $881.3M | -19.84%(-524.26K) | $286.84(+40.57%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 7.14% | 1.68M | $864.2M | +0.00%(+0) | $49.40(+538.53%) | 2026-06-30 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 6.35% | 4.19M | $768.0M | +6.79%(+266.82K) | $116.13(+62.28%) | 2026-06-30 | |
| FOXA | FOX CORP | 6.18% | 14.33M | $747.7M | +114.43%(+7.65M) | $60.83(+13.49%) | 2026-06-30 | |
| CORZ | CORE SCIENTIFIC INC NEW | 4.84% | 22.88M | $585.6M | +95.19%(+11.16M) | $18.03(+11.90%) | 2026-06-30 | |
| RDDT | REDDIT INC | 4.79% | 3.34M | $578.9M | new | $148.85(+19.64%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.45% | 466.9K | $539.0M | new | $738.05(+31.65%) | 2026-06-30 | |
| LSCC | LATTICE SEMICONDUCTOR CORP | 4.13% | 3.27M | $500.0M | +1371.15%(+3.05M) | $116.69(+11.80%) | 2026-06-30 | |
| FWONK | LIBERTY MEDIA CORP DEL | 4.13% | 5.25M | $499.3M | +0.00%(+0) | $85.83(+21.05%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 4.01% | 4.83M | $484.7M | new | $82.72(+15.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +48.61% | +228.23% | +18.49% | +133.60% |
| Top 20 Holdings Unweighted | +41.86% | +185.49% | +12.72% | +82.00% |
Jericho Capital Asset Management L P reports $12.10B in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are FFIV (7.3%), APP (7.1%) and LYV (6.3%). The top 20 holdings account for 85.29% of reported assets. Its disclosed equity book has returned +228.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jericho Capital Asset Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1525234). View Jericho Capital Asset Management L P’s 13F filings on SEC