
JERICHO CAPITAL ASSET MANAGEMENT L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | LION | 18.82M | $180.44M |
![]() | CORZ | 11.72M | $175.38M |
![]() | FOXA | 6.68M | $390.40M |
![]() | FWONK | 5.25M | $446.22M |
![]() | LYV | 3.93M | $598.97M |
![]() | NTNX | 3.92M | $149.02M |
![]() | MSGE | 3.66M | $215.77M |
![]() | DOCU | 3.00M | $142.23M |
![]() | KTOS | 2.65M | $186.82M |
![]() | FFIV | 2.64M | $764.70M |
![]() | SPHR | 2.61M | $305.90M |
![]() | WK | 2.47M | $147.03M |
![]() | APP | 1.68M | $667.54M |
![]() | CIEN | 1.66M | $642.98M |
![]() | NVDA | 1.65M | $287.24M |
![]() | SNOW | 1.59M | $240.07M |
![]() | GOOGL | 1.12M | $321.49M |
![]() | MDB | 997K | $243.92M |
![]() | AMAT | 904K | $309.10M |
![]() | TWLO | 698K | $87.76M |

Lionsgate Studios Corp.
LION
Shares Held
18.82M
Value
$180.44M

Core Scientific, Inc.
CORZ
Shares Held
11.72M
Value
$175.38M

Fox Corporation
FOXA
Shares Held
6.68M
Value
$390.40M

Formula One Group
FWONK
Shares Held
5.25M
Value
$446.22M

Live Nation Entertainment, Inc.
LYV
Shares Held
3.93M
Value
$598.97M

Nutanix, Inc.
NTNX
Shares Held
3.92M
Value
$149.02M

Madison Square Garden Entertainment Corp.
MSGE
Shares Held
3.66M
Value
$215.77M

DocuSign, Inc.
DOCU
Shares Held
3.00M
Value
$142.23M

Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
2.65M
Value
$186.82M

F5, Inc.
FFIV
Shares Held
2.64M
Value
$764.70M

Sphere Entertainment Co.
SPHR
Shares Held
2.61M
Value
$305.90M

Workiva Inc.
WK
Shares Held
2.47M
Value
$147.03M

AppLovin Corporation
APP
Shares Held
1.68M
Value
$667.54M

Ciena Corporation
CIEN
Shares Held
1.66M
Value
$642.98M

NVIDIA Corporation
NVDA
Shares Held
1.65M
Value
$287.24M

Snowflake Inc.
SNOW
Shares Held
1.59M
Value
$240.07M

Alphabet Inc.
GOOGL
Shares Held
1.12M
Value
$321.49M

MongoDB, Inc.
MDB
Shares Held
997K
Value
$243.92M

Applied Materials, Inc.
AMAT
Shares Held
904K
Value
$309.10M

Twilio Inc.
TWLO
Shares Held
698K
Value
$87.76M
