JERICHO CAPITAL ASSET MANAGEMENT L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CORZ | 13.04M | $189.84M |
 | CFLT | 11.09M | $335.48M |
 | LION | 5.60M | $51.12M |
 | NVDA | 5.06M | $944.25M |
 | UPST | 5.01M | $219.17M |
 | DOCU | 4.75M | $325.23M |
 | FWONK | 4.54M | $447.47M |
 | NFLX | 4.33M | $406.17M |
 | LYV | 4.00M | $569.50M |
 | MSGE | 3.66M | $197.38M |
 | AFRM | 3.60M | $268.04M |
 | SRAD | 3.16M | $75.12M |
 | NTNX | 3.11M | $160.63M |
 | FOXA | 2.97M | $217.24M |
 | SPHR | 2.61M | $247.74M |
 | FFIV | 2.27M | $579.70M |
 | APP | 2.10M | $1.41B |
 | CIEN | 1.66M | $387.33M |
 | AMBA | 1.59M | $112.43M |
 | SNOW | 1.58M | $345.62M |
Core Scientific, Inc.
CORZ
Shares Held
13.04M
Value
$189.84M
Confluent, Inc.
CFLT
Shares Held
11.09M
Value
$335.48M
Lionsgate Studios Corp.
LION
Shares Held
5.60M
Value
$51.12M
NVIDIA Corporation
NVDA
Shares Held
5.06M
Value
$944.25M
Upstart Holdings, Inc.
UPST
Shares Held
5.01M
Value
$219.17M
DocuSign, Inc.
DOCU
Shares Held
4.75M
Value
$325.23M
Formula One Group
FWONK
Shares Held
4.54M
Value
$447.47M
Netflix, Inc.
NFLX
Shares Held
4.33M
Value
$406.17M
Live Nation Entertainment, Inc.
LYV
Shares Held
4.00M
Value
$569.50M
Madison Square Garden Entertainment Corp.
MSGE
Shares Held
3.66M
Value
$197.38M
Affirm Holdings, Inc.
AFRM
Shares Held
3.60M
Value
$268.04M
Sportradar Group AG
SRAD
Shares Held
3.16M
Value
$75.12M
Nutanix, Inc.
NTNX
Shares Held
3.11M
Value
$160.63M
Fox Corporation
FOXA
Shares Held
2.97M
Value
$217.24M
Sphere Entertainment Co.
SPHR
Shares Held
2.61M
Value
$247.74M
F5, Inc.
FFIV
Shares Held
2.27M
Value
$579.70M
AppLovin Corporation
APP
Shares Held
2.10M
Value
$1.41B
Ciena Corporation
CIEN
Shares Held
1.66M
Value
$387.33M
Ambarella, Inc.
AMBA
Shares Held
1.59M
Value
$112.43M
Snowflake Inc.
SNOW
Shares Held
1.58M
Value
$345.62M