13F HOLDINGS REPORT
Jericho Capital Asset Management L.P.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001142
Total Value
$8.78B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 2,095,319 | $1.41B | 16.09% |
| 2 | NVIDIA CORPORATION | NVDA | 5,063,012 | $944.3M | 10.76% |
| 3 | F5 INC | FFIV | 2,271,013 | $579.7M | 6.60% |
| 4 | LIVE NATION ENTERTAINMENT IN | LYV | 3,996,512 | $569.5M | 6.49% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 4,542,396 | $447.5M | 5.10% |
| 6 | MONGODB INC | MDB | 996,540 | $418.2M | 4.77% |
| 7 | ALPHABET INC | GOOG | 1,336,000 | $418.2M | 4.76% |
| 8 | NETFLIX INC | NFLX | 4,332,000 | $406.2M | 4.63% |
| 9 | CIENA CORP | CIEN | 1,656,172 | $387.3M | 4.41% |
| 10 | SNOWFLAKE INC | SNOW | 1,575,580 | $345.6M | 3.94% |
| 11 | CONFLUENT INC | 20717M103 | 11,094,000 | $335.5M | 3.82% |
| 12 | DOCUSIGN INC | DOCU | 4,754,753 | $325.2M | 3.71% |
| 13 | AFFIRM HLDGS INC | AFRM | 3,601,248 | $268.0M | 3.05% |
| 14 | META PLATFORMS INC | META | 397,858 | $262.6M | 2.99% |
| 15 | SPHERE ENTERTAINMENT CO | SPHR | 2,605,615 | $247.7M | 2.82% |
| 16 | UPSTART HLDGS INC | UPST | 5,011,809 | $219.2M | 2.50% |
| 17 | FOX CORP | FOX | 2,973,000 | $217.2M | 2.48% |
| 18 | MADISON SQUARE GARDEN ENTMT | 558256103 | 3,662,724 | $197.4M | 2.25% |
| 19 | CORE SCIENTIFIC INC NEW | 21874A106 | 13,038,619 | $189.8M | 2.16% |
| 20 | NUTANIX INC | NTNX | 3,107,481 | $160.6M | 1.83% |
| 21 | AMBARELLA INC | AMBA | 1,587,081 | $112.4M | 1.28% |
| 22 | ARRAY DIGITAL INFRASTRUCTURE | UNTCW | 1,815,844 | $97.4M | 1.11% |
| 23 | ZOOMINFO TECHNOLOGIES INC | GTM | 8,793,670 | $89.4M | 1.02% |
| 24 | SPORTRADAR GROUP AG | SRAD | 3,160,174 | $75.1M | 0.86% |
| 25 | LIONSGATE STUDIOS CORP | LION | 5,599,000 | $51.1M | 0.58% |