Jericho Capital Asset Management L.P.
13F filer · CIK 1525234 · Los Angeles, CA
Summary
Jericho Capital Asset Management L.P. reported $12.10B across 29 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are FFIV (7.3%), APP (7.1%), LYV (6.3%). Versus 2026 Q1, leaving options aside, it opened 10 new positions, added to 8, trimmed 4 and sold out of 4.
Reported value$12.10B
Positions29
Report period2026 Q2
FiledAug 14, 2026
New positions10
Added8
Trimmed4
Sold out4
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 7.3%Value $881.31MPrice $435.56Shares 2.12M -19.84%Since Jun 30 +4.71%
Weight 7.1%Value $864.16MPrice $305.66Shares 1.68MSince Jun 30 -40.68%
Weight 6.3%Value $768.00MPrice $171.89Shares 4.19M +6.79%Since Jun 30 -6.13%
Weight 6.2%Value $747.69MPrice $63.06Shares 14.33M +114.43%Since Jun 30 +20.90%
Weight 4.8%Value $585.57MPrice $16.52Shares 22.88M +95.19%Since Jun 30 -35.44%
Weight 4.8%Value $578.93MPrice $143.08Shares 3.34MSince Jun 30 -17.57%
Weight 4.5%Value $538.99MPrice $1054Shares 467KSince Jun 30 -8.69%
Weight 4.1%Value $500.04MPrice $124.03Shares 3.27M +1371.15%Since Jun 30 -18.91%
Weight 4.1%Value $499.33MPrice $94.86Shares 5.25MSince Jun 30 -0.29%
Weight 4.0%Value $484.65MPrice $116.46Shares 4.83MSince Jun 30 +16.13%
Weight 3.8%Value $461.47MPrice $75.65Shares 4.88MSince Jun 30 -19.98%
Weight 3.7%Value $452.37MPrice $286.98Shares 2.19M +214.33%Since Jun 30 +39.09%
Weight 3.7%Value $450.85MPrice $138.72Shares 2.61MSince Jun 30 -19.83%
Weight 3.4%Value $411.82MPrice $453.23Shares 645K +10.87%Since Jun 30 -29.04%
Weight 3.3%Value $405.21MPrice $921.32Shares 472KSince Jun 30 +7.37%
Weight 3.3%Value $400.49MPrice $512.01Shares 554K -38.75%Since Jun 30 -29.18%
Weight 3.3%Value $399.54MPrice $342.75Shares 1.12MSince Jun 30 -4.09%
Weight 2.5%Value $303.94MPrice $228.86Shares 1.52M -7.77%Since Jun 30 +14.38%
Weight 2.4%Value $296.28MPrice $81.77Shares 3.66MSince Jun 30 +1.09%
Weight 2.4%Value $288.84MPrice $68.70Shares 5.67M +44.57%Since Jun 30 +34.81%
Weight 2.4%Value $288.06MPrice $10.97Shares 18.82MSince Jun 30 -28.35%
Weight 2.3%Value $275.46MPrice $354.92Shares 562K -66.10%Since Jun 30 -27.65%
Weight 2.0%Value $247.40MPrice $36.59Shares 4.43MSince Jun 30 -34.50%
Weight 1.9%Value $234.03MPrice $452.08Shares 564KSince Jun 30 +8.86%
Weight 1.6%Value $192.37MPrice $199.39Shares 1.36MSince Jun 30 +41.26%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 7.3% | $881.31M | +4.71% | -19.84% | Trim | |
| 7.1% | $864.16M | -40.68% | — | Hold | |
| 6.3% | $768.00M | -6.13% | +6.79% | Add | |
| 6.2% | $747.69M | +20.90% | +114.43% | Add | |
| 4.8% | $585.57M | -35.44% | +95.19% | Add | |
| 4.8% | $578.93M | -17.57% | — | New | |
| 4.5% | $538.99M | -8.69% | — | New | |
| 4.1% | $500.04M | -18.91% | +1371.15% | Add | |
| 4.1% | $499.33M | -0.29% | — | Hold | |
| 4.0% | $484.65M | +16.13% | — | New | |
| 3.8% | $461.47M | -19.98% | — | New | |
| 3.7% | $452.37M | +39.09% | +214.33% | Add | |
| 3.7% | $450.85M | -19.83% | — | Hold | |
| 3.4% | $411.82M | -29.04% | +10.87% | Add | |
| 3.3% | $405.21M | +7.37% | — | New | |
| 3.3% | $400.49M | -29.18% | -38.75% | Trim | |
| 3.3% | $399.54M | -4.09% | — | Hold | |
| 2.5% | $303.94M | +14.38% | -7.77% | Trim | |
| 2.4% | $296.28M | +1.09% | — | Hold | |
| 2.4% | $288.84M | +34.81% | +44.57% | Add | |
| 2.4% | $288.06M | -28.35% | — | Hold | |
| 2.3% | $275.46M | -27.65% | -66.10% | Trim | |
| 2.0% | $247.40M | -34.50% | — | New | |
| 1.9% | $234.03M | +8.86% | — | New | |
| 1.6% | $192.37M | +41.26% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.