Stock Taper 
JERICHO CAPITAL ASSET MANAGEMENT L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 466.94K | $538.99M |
 Lumentum Holdings Inc. | LITE | 472.24K | $405.21M |
 Applied Materials, Inc. | AMAT | 553.93K | $400.49M |
 Ciena Corporation | CIEN | 561.51K | $275.46M |
 Motorola Solutions, Inc. | MSI | 563.53K | $234.03M |
 Western Digital Corporation | WDC | 644.76K | $411.82M |
 Alphabet Inc. | GOOGL | 1.12M | $399.54M |
 Zscaler, Inc. | ZS | 1.36M | $192.37M |
 NVIDIA Corporation | NVDA | 1.52M | $303.94M |
 AppLovin Corporation | APP | 1.68M | $864.16M |
 ServiceTitan, Inc. | TTAN | 1.94M | $137.18M |
 F5, Inc. | FFIV | 2.12M | $881.31M |
 Twilio Inc. | TWLO | 2.19M | $452.37M |
 Sphere Entertainment Co. | SPHR | 2.61M | $450.85M |
 Lattice Semiconductor Corporation | LSCC | 3.27M | $500.04M |
 Reddit, Inc. | RDDT | 3.34M | $578.93M |
 Workiva Inc. | WK | 3.48M | $168.94M |
 Madison Square Garden Entertainment Corp. | MSGE | 3.66M | $296.28M |
 Live Nation Entertainment, Inc. | LYV | 4.19M | $768M |
 Forgent Power Solutions, Inc. | FPS | 4.43M | $247.4M |