Jericho Capital Asset Management L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Jericho Capital Asset Management L.P. held in its portfolio 25 assets valued at $8,777,145,542 (i.e. $8.78B).

The most valuable assets in the portfolio included: APPLOVIN CORP ($1.41B), NVIDIA CORPORATION ($944.25M), and F5 INC ($579.70M).

The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Jericho Capital Asset Management L.P. Portfolio

APPLOVIN CORP

NVIDIA CORPORATION

F5 INC

LIVE NATION ENTERTAINMENT IN

LIBERTY MEDIA CORP DEL

MONGODB INC

ALPHABET INC

NETFLIX INC

CIENA CORP

SNOWFLAKE INC

Jericho Capital Asset Management L.P. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
APPLOVIN CORP	2095319	1411867849	COM CL A
NVIDIA CORPORATION	5063012	944251739	COM
F5 INC	2271013	579698778	COM
LIVE NATION ENTERTAINMENT IN	3996512	569502961	COM
LIBERTY MEDIA CORP DEL	4542396	447471430	COM LBTY ONE S C
MONGODB INC	996540	418237873	CL A
ALPHABET INC	1336000	418168000	CAP STK CL A
NETFLIX INC	4332000	406168320	COM
CIENA CORP	1656172	387328946	COM NEW
SNOWFLAKE INC	1575580	345619229	COM SHS
CONFLUENT INC	11094000	335482560	CLASS A COM
DOCUSIGN INC	4754753	325225106	COM
AFFIRM HLDGS INC	3601248	268040888	COM CL A
META PLATFORMS INC	397858	262622087	CL A
SPHERE ENTERTAINMENT CO	2605615	247741873	CL A
UPSTART HLDGS INC	5011809	219166408	COM
FOX CORP	2973000	217237111	CL A COM
MADISON SQUARE GARDEN ENTMT	3662724	197384197	COM CL A
CORE SCIENTIFIC INC NEW	13038619	189842292	COM
NUTANIX INC	3107481	160625693	CL A
AMBARELLA INC	1587081	112428817	SHS
ARRAY DIGITAL INFRASTRUCTURE	1815844	97365555	COM
ZOOMINFO TECHNOLOGIES INC	8793670	89431624	COMMON STOCK
SPORTRADAR GROUP AG	3160174	75117336	CLASS A ORD SHS
LIONSGATE STUDIOS CORP	5599000	51118870	COM