Stock Taper 
JERICHO CAPITAL ASSET MANAGEMENT L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Zscaler, Inc. | ZS | 1.36M | $192.37M |
 Alphabet Inc. | GOOGL | 1.12M | $399.54M |
 Western Digital Corporation | WDC | 644.76K | $411.82M |
 Motorola Solutions, Inc. | MSI | 563.53K | $234.03M |
 Ciena Corporation | CIEN | 561.51K | $275.46M |
 Applied Materials, Inc. | AMAT | 553.93K | $400.49M |
 Lumentum Holdings Inc. | LITE | 472.24K | $405.21M |
 Micron Technology, Inc. | MU | 466.94K | $538.99M |