Jericho Capital Asset Management 13F, Q1 2026
Josh Resnick · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 1525234
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| F5 INC | FFIV | $764.70M | 11.3% | +16% shares |
| APPLOVIN CORP | APP | $667.54M | 9.9% | -20% shares |
| CIENA CORP | CIEN | $642.98M | 9.5% | unchanged |
| LIVE NATION ENTERTAINMENT IN | LYV | $598.97M | 8.8% | unchanged |
| LIBERTY MEDIA CORP DEL | FWONK | $446.22M | 6.6% | +16% shares |
| FOX CORP | FOXA | $390.40M | 5.8% | +125% shares |
| ALPHABET INC | GOOGL | $321.49M | 4.8% | -16% shares |
| APPLIED MATLS INC | AMAT | $309.10M | 4.6% | new |
| SPHERE ENTERTAINMENT CO | SPHR | $305.90M | 4.5% | unchanged |
| NVIDIA CORPORATION | NVDA | $287.24M | 4.3% | -68% shares |
| MONGODB INC | MDB | $243.92M | 3.6% | unchanged |
| SNOWFLAKE INC | SNOW | $240.07M | 3.5% | unchanged |
| MADISON SQUARE GARDEN ENTMT | MSGE | $215.77M | 3.2% | unchanged |
| KRATOS DEFENSE & SEC SOLUTIO | KTOS | $186.82M | 2.8% | new |
| LIONSGATE STUDIOS CORP | LION | $180.44M | 2.7% | +236% shares |
| CORE SCIENTIFIC INC NEW | CORZ | $175.38M | 2.6% | -10% shares |
| WESTERN DIGITAL CORP | WDC | $157.31M | 2.3% | new |
| NUTANIX INC | NTNX | $149.02M | 2.2% | +26% shares |
| WORKIVA INC | WK | $147.03M | 2.2% | new |
| DOCUSIGN INC | DOCU | $142.23M | 2.1% | -37% shares |
| TWILIO INC | TWLO | $87.76M | 1.3% | new |
| ARRAY DIGITAL INFRASTRUCTURE | AD | $83.78M | 1.2% | unchanged |
| LATTICE SEMICONDUCTOR CORP | LSCC | $20.61M | 0.3% | new |
What changed since Q4 2025
Against the Q4 2025 filing, Jericho Capital Asset Management opened 6 new positions, added to 5, trimmed 5, left 7 unchanged and exited 8. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Exited
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-26-002281, filed by Jericho Capital Asset Management L.P.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.