JERICHO CAPITAL ASSET MANAGEMENT L P
Q2 2026 Form 13-F
NEW YORK, NEW YORK
CIK 0001525234
· CRD 156701
· SEC-registered investment adviser
$12.1B Reported Value Total
JERICHO CAPITAL ASSET MANAGEMENT L.P. reports 7 total accounts under management (AUM). There are 7 discretionary accounts valued at $10,113,743,000, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
10 funds
· $17.7B gross asset value
Hedge Fund: $17.6B · Private Equity Fund: $111.2M
Source: Form ADV filed 2026-04-27
Reported value
$12.1B
Quarter over quarter
+34.4%
Holdings
29
Top-10 concentration
53.3%
Filing Structure
Reports holdings for
- Jericho Capital Master Fund LP (not a 13F filer in our records) · File #028-14688 · Q2 2013 – Q1 2015
Key People
Form ADV owners & control persons
Josh Resnick
LIMITED PARTNER
Sangyeup Lee
CHIEF OPERATING OFFICER
Emer O'Hanlon
CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $12.1B |
| Positions | 29 |
| Change in reported value | +78.9% |
| New positions | 10 |
| Exited positions | 4 |
| Position turnover | 42.4% |
| Top-10 concentration | 53.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
29 | $12.1B |
|
Q1 2026 13F
Filed May 15, 2026
|
23 | $6.8B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
25 | $8.8B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
30 | $9.6B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
30 | $7.5B |
|
Q1 2025 13F
Filed May 15, 2025
|
23 | $5.5B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
29 | $7.0B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
24 | $4.1B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
22 | $3.3B |
|
Q1 2024 13F
Filed May 15, 2024
|
28 | $3.7B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
27 | $3.3B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
23 | $2.9B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
22 | $2.6B |
|
Q1 2023 13F
Filed May 15, 2023
|
28 | $2.4B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
23 | $1.4B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
24 | $1.6B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
26 | $1.6B |
|
Q1 2022 13F
Filed May 16, 2022
|
21 | $1.9B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
29 | $2.7B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
42 | $3.7B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | FFIV F5 INC | $881.3M | 7.28% |
| 2 | APP APPLOVIN CORP | $864.2M | 7.14% |
| 3 | LYV LIVE NATION ENTERTAINMENT IN | $768.0M | 6.35% |
| 4 | FOXA FOX CORP | $747.7M | 6.18% |
| 5 | CORZ CORE SCIENTIFIC INC NEW | $585.6M | 4.84% |
| 6 | RDDT REDDIT INC | $578.9M | 4.79% |
| 7 | MU MICRON TECHNOLOGY INC | $539.0M | 4.45% |
| 8 | LSCC LATTICE SEMICONDUCTOR CORP | $500.0M | 4.13% |
| 9 | FWONK LIBERTY MEDIA CORP DEL | $499.3M | 4.13% |
| 10 | HOOD ROBINHOOD MKTS INC | $484.7M | 4.01% |
| 11 | ON ON SEMICONDUCTOR CORP | $461.5M | 3.81% |
| 12 | TWLO TWILIO INC | $452.4M | 3.74% |
| 13 | SPHR SPHERE ENTERTAINMENT CO | $450.8M | 3.73% |
| 14 | WDC WESTERN DIGITAL CORP | $411.8M | 3.4% |
| 15 | LITE LUMENTUM HLDGS INC | $405.2M | 3.35% |
| 16 | AMAT APPLIED MATLS INC | $400.5M | 3.31% |
| 17 | GOOGL ALPHABET INC | $399.5M | 3.3% |
| 18 | NVDA NVIDIA CORPORATION | $303.9M | 2.51% |
| 19 | MSGE MADISON SQUARE GARDEN ENTMT | $296.3M | 2.45% |
| 20 | NTNX NUTANIX INC | $288.8M | 2.39% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.