Jericho Capital Asset Management L.P.

FundLos Angeles · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$12.1B

Reported value of US stock holdings on Jun 30, the filing's own figure

29 positions · filed Aug 14, 45 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

10, biggest 4

RDDT REDDIT INC 3.3M shares4.8% of this fund's holdings

MU MICRON TECHNOLOGY INC 467K shares4.5% of this fund's holdings

HOOD ROBINHOOD MKTS INC 4.8M shares4.0% of this fund's holdings

ON ON SEMICONDUCTOR CORP 4.9M shares3.8% of this fund's holdings

Sold out

MDB MONGODB INC All 997K shares

SNOW SNOWFLAKE INC All 1.6M shares

KTOS KRATOS DEFENSE & SEC SOLUTIO All 2.6M shares

DOCU DOCUSIGN INC All 3.0M shares

Added to

8, biggest 4

LYV LIVE NATION ENTERTAINMENT IN +267K shares+7%

FOXA FOX CORP +7.6M shares+114%

CORZ CORE SCIENTIFIC INC NEW +11.2M shares+95%

LSCC LATTICE SEMICONDUCTOR CORP +3.0M shares+1371%

Trimmed

FFIV F5 INC −524K shares−20%

AMAT APPLIED MATLS INC −350K shares−39%

NVDA NVIDIA CORPORATION −128K shares−8%

CIEN CIENA CORP −1.1M shares−66%

Top holdings

Reference, not news

Top holdings · 29 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 FFIV F5 INC 2.1M 7.3% −20%

2 APP APPLOVIN CORP 1.7M 7.1% No change

3 LYV LIVE NATION ENTERTAINMENT IN 4.2M 6.3% +7%

4 FOXA FOX CORP 14.3M 6.2% +114%

5 CORZ CORE SCIENTIFIC INC NEW 22.9M 4.8% +95%

6 RDDT REDDIT INC 3.3M 4.8% New

7 MU MICRON TECHNOLOGY INC 467K 4.5% New

8 LSCC LATTICE SEMICONDUCTOR CORP 3.3M 4.1% +1371%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.