Jericho Capital Asset Management L.P.

Q2 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$12,098,625
Net value change ($000)
+5,333,950 (78.9%)
New positions
10
Sold out positions
4
Turnover %
35.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RDDT 578,928 NEW
MU 538,988 NEW
HOOD 484,653 NEW
LSCC 479,430 2325.9%
ON 461,472 NEW
CORZ 410,191 233.9%
LITE 405,206 NEW
TWLO 364,608 415.5%
FOXA 357,291 91.5%
WDC 254,517 161.8%
Top Reduces (Value $000, Stocks/ETFs)
CIEN -367,520 -57.2%
MDB -243,923 -100.0%
SNOW -240,072 -100.0%
KTOS -186,822 -100.0%
DOCU -142,230 -100.0%
AD -17,940 -21.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type