Jericho Capital Asset Management L.P.
Top Portfolio Positions
22 positions ·
$6,498,893,542 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FFIV |
F5, Inc.
Technology
|
2,643,013 | $764,702,951 | 11.77% | |
| APP |
AppLovin Corp
Communication Services
|
1,677,224 | $667,535,152 | 10.27% | |
| CIEN |
Ciena Corp
Technology
|
1,656,172 | $642,975,655 | 9.89% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
3,927,383 | $598,965,181 | 9.22% | |
| FOXA |
Fox Corp
Communication Services
|
6,684,878 | $390,396,875 | 6.01% | |
| LION |
Lionsgate Studios Corp.
|
37,630,210 | $360,873,712 | 5.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,118,000 | $321,492,080 | 4.95% | |
| AMAT |
Applied Materials Inc /De
Technology
|
904,355 | $309,099,495 | 4.76% | |
| SPHR |
Sphere Entertainment Co.
Communication Services
|
2,605,615 | $305,899,201 | 4.71% | |
| NVDA |
Nvidia Corp
Technology
|
1,647,012 | $287,238,892 | 4.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NTNX
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,018,052 | 3,920,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $160,625,692 | 3,107,481 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $181,621,771 | 2,441,481 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $186,626,807 | 2,441,481 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $286,429,941 | 4,102,993 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $170,975,830 | 2,794,636 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $222,602,427 | 3,757,003 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $226,770,272 | 3,988,923 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $246,196,327 | 3,988,923 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $168,198,957 | 3,526,923 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $82,421,440 | 2,363,000 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||