StockDriftsStockDriftsTop 39 Jericho Financial LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.52% | 33.5K | $11.1M | +0.36%(+121) | $233.34(+46.97%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.36% | 21.1K | $10.8M | +1.73%(+358) | $423.49(+25.98%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 5.35% | 40.8K | $10.8M | -0.98%(-403) | $355.82(-35.90%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.14% | 30.2K | $10.4M | +1.20%(+357) | $179.43(+91.82%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.13% | 45.4K | $10.4M | +0.65%(+294) | $128.43(+69.04%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 4.83% | 29.5K | $9.7M | -0.67%(-200) | $236.09(+41.27%) | 2026-09-30 | |
| META | META PLATFORMS INC | 4.59% | 12.8K | $9.3M | +2.07%(+259) | $580.03(+21.62%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.5% | 36.5K | $9.1M | +1.25%(+450) | $205.30(+27.84%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 4.36% | 25.1K | $8.8M | +1.25%(+309) | $205.37(+62.92%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 4.11% | 7.8K | $8.3M | +0.97%(+75) | $234.86(+285.29%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +46.95% |
Jericho Financial LLP reports $201.95M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.5%), MSFT (5.4%) and CRWD (5.3%). The top 20 holdings account for 82.17% of reported assets. Its disclosed equity book has returned +38.75% cumulatively over 7 quarters. Figures reflect the Q3 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 Financial LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841173). View Jericho Financial LLP’s 13F filings on SEC