Jericho Capital Asset Management L.P. — 13F holdings

Jericho Capital Asset Management L.P. reported 29 holdings worth $12.1B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FFIV F5 INC — $881M (7.3%)
2. APP APPLOVIN CORP — $864M (7.1%)
3. LYV LIVE NATION ENTERTAINMENT IN — $768M (6.3%)
4. FOXA FOX CORP — $748M (6.2%)
5. CORZ CORE SCIENTIFIC INC NEW — $586M (4.8%)
6. RDDT REDDIT INC — $579M (4.8%)
7. MU MICRON TECHNOLOGY INC — $539M (4.5%)
8. LSCC LATTICE SEMICONDUCTOR CORP — $500M (4.1%)
9. FWONK LIBERTY MEDIA CORP DEL — $499M (4.1%)
10. HOOD ROBINHOOD MKTS INC — $485M (4.0%)