Jericho Capital Asset Management L.P.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 8,777,146
- Description
- New York New York based research led investment organization with an independent operating structure and a valuation conscious and methodical investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and multi sleeve portfolio balancing for public markets focused allocations. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through portfolio adaptability governance and governance clarity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 25 | 8,777,146 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q3 2025 | 11/14/2025 | 30 | 9,608,074 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q2 2025 | 8/14/2025 | 30 | 7,506,000 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q1 2025 | 5/15/2025 | 23 | 5,496,550 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q4 2024 | 2/14/2025 | 29 | 7,002,293 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q3 2024 | 11/14/2024 | 24 | 4,146,374 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q2 2024 | 8/14/2024 | 22 | 3,324,055 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q1 2024 | 5/15/2024 | 28 | 3,748,157 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q4 2023 | 2/14/2024 | 27 | 3,266,359 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q3 2023 | 11/14/2023 | 23 | 2,938,710 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q2 2023 | 8/14/2023 | 22 | 2,556,361 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q1 2023 | 5/15/2023 | 28 | 2,408,625 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q4 2022 | 2/14/2023 | 23 | 1,350,324 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q3 2022 | 11/14/2022 | 24 | 1,576,538 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q2 2022 | 8/15/2022 | 26 | 1,594,090 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q1 2022 | 5/16/2022 | 21 | 1,859,497 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q4 2021 | 2/14/2022 | 29 | 2,728,031 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q3 2021 | 11/15/2021 | 42 | 3,659,805 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q2 2021 | 8/16/2021 | 48 | 4,223,567 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q1 2021 | 5/17/2021 | 53 | 3,784,405 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q4 2020 | 2/16/2021 | 54 | 4,245,934 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q3 2020 | 11/16/2020 | 45 | 2,468,629 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q2 2020 | 8/14/2020 | 48 | 2,554,539 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q1 2020 | 5/15/2020 | 26 | 1,243,788 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q4 2019 | 2/14/2020 | 25 | 1,846,341 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q1 2014 | 5/15/2014 | 23 | 1,422,627 | 13F-HR | Jericho Capital Asset Management L.P. |
| Q4 2013 | 2/14/2014 | 21 | 1,407,016 | 13F-HR | Jericho Capital Asset Management L.P. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.777 M | 100.0% | 0 | 830.9 K | -830.9 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
8,777,146
Holdings
25
QoQ value change ($000)
-830,928
(-8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.