Jericho Capital Asset Management L.P. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JC Jericho Capital Asset Management L.P. | Institutional Filer | ▼ 22.93% | $6.76B | 23 |
Current Portfolio Holdings
Showing all 23 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FFIV | F5, Inc. | Technology | 2.6M | $764.7M | 11.30% |
| 2 | APP | AppLovin Corporation | Technology | 1.7M | $667.5M | 9.87% |
| 3 | CIEN | Ciena Corporation | Technology | 1.7M | $643.0M | 9.50% |
| 4 | LYV | Live Nation Entertainment, Inc. | Communication Services | 3.9M | $599.0M | 8.85% |
| 5 | FWONK | Formula One Group | Communication Services | 5.2M | $446.2M | 6.60% |
| 6 | FOXA | Fox Corporation | Communication Services | 6.7M | $390.4M | 5.77% |
| 7 | GOOGL | Alphabet Inc. | Technology | 1.1M | $321.5M | 4.75% |
| 8 | AMAT | Applied Materials, Inc. | Technology | 904K | $309.1M | 4.57% |
| 9 | SPHR | Sphere Entertainment Co. | Communication Services | 2.6M | $305.9M | 4.52% |
| 10 | NVDA | NVIDIA Corporation | Technology | 1.6M | $287.2M | 4.25% |
| 11 | MDB | MongoDB, Inc. | Technology | 997K | $243.9M | 3.61% |
| 12 | SNOW | Snowflake Inc. | Technology | 1.6M | $240.1M | 3.55% |
| 13 | MSGE | Madison Square Garden Entertainment Corp. | Communication Services | 3.7M | $215.8M | 3.19% |
| 14 | KTOS | Kratos Defense & Security Solutions, Inc. | Industrials | 2.6M | $186.8M | 2.76% |
| 15 | LION | Lionsgate Studios Corp. | Communication Services | 18.8M | $180.4M | 2.67% |
Showing 1 to 15 of 23 holdings