Jericho Capital Asset Management 13F, Q2 2026
Josh Resnick · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1525234
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 29 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| F5 INC | FFIV | $881.31M | 7.3% | -20% shares |
| APPLOVIN CORP | APP | $864.16M | 7.1% | unchanged |
| LIVE NATION ENTERTAINMENT IN | LYV | $768.00M | 6.3% | +7% shares |
| FOX CORP | FOXA | $747.69M | 6.2% | +114% shares |
| CORE SCIENTIFIC INC NEW | CORZ | $585.57M | 4.8% | +95% shares |
| REDDIT INC | RDDT | $578.93M | 4.8% | new |
| MICRON TECHNOLOGY INC | MU | $538.99M | 4.5% | new |
| LATTICE SEMICONDUCTOR CORP | LSCC | $500.04M | 4.1% | +1371% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $499.33M | 4.1% | unchanged |
| ROBINHOOD MKTS INC | HOOD | $484.65M | 4.0% | new |
| ON SEMICONDUCTOR CORP | ON | $461.47M | 3.8% | new |
| TWILIO INC | TWLO | $452.37M | 3.7% | +214% shares |
| SPHERE ENTERTAINMENT CO | SPHR | $450.85M | 3.7% | unchanged |
| WESTERN DIGITAL CORP | WDC | $411.82M | 3.4% | +11% shares |
| LUMENTUM HLDGS INC | LITE | $405.21M | 3.4% | new |
| APPLIED MATLS INC | AMAT | $400.49M | 3.3% | -39% shares |
| ALPHABET INC | GOOGL | $399.54M | 3.3% | unchanged |
| NVIDIA CORPORATION | NVDA | $303.94M | 2.5% | -8% shares |
| MADISON SQUARE GARDEN ENTMT | MSGE | $296.28M | 2.5% | unchanged |
| NUTANIX INC | NTNX | $288.84M | 2.4% | +45% shares |
| LIONSGATE STUDIOS CORP | LION | $288.06M | 2.4% | unchanged |
| CIENA CORP | CIEN | $275.46M | 2.3% | -66% shares |
| FORGENT POWER SOLUTIONS INC | FPS | $247.40M | 2.0% | new |
| MOTOROLA SOLUTIONS INC | MSI | $234.03M | 1.9% | new |
| ZSCALER INC | ZS | $192.37M | 1.6% | new |
What changed since Q1 2026
Against the Q1 2026 filing, Jericho Capital Asset Management opened 10 new positions, added to 8, trimmed 4, left 7 unchanged and exited 4. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
and 2 more
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-26-003815, 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.