Jericho Capital Asset Management L.P.

Position in NTNX — Nutanix, Inc.

CIK 1525234 LOS ANGELES, CA

Position in NTNX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$288,841,993

+$139,823,941 QoQ

Shares Held

5,668,014

+44.6% QoQ

Ownership

2.10%

of shares outstanding

% of Portfolio

2.39%

of 13F equity value

Holder Rank

#10

of 562 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Jericho Capital Asset Management L.P. holds $2,400,468,523 across 5 Software - Infrastructure names. NTNX ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFIV	F5, Inc.	2,118,749	$881,314,834
2	CORZ	Core Scientific, Inc./tx	22,882,942	$585,574,485
3	TWLO	Twilio Inc	2,192,455	$452,369,240
4	NTNX	Nutanix, Inc. This page	5,668,014	$288,841,993
5	ZS	Zscaler, Inc.	1,362,862	$192,367,971

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$288,841,993	5,668,014	+44.6%	Shares	Sole	2026-08-14
2026-03-31	$149,018,052	3,920,496	+26.2%	Shares	Sole	2026-05-15
2025-12-31	$160,625,692	3,107,481	+27.3%	Shares	Sole	2026-02-17
2025-09-30	$181,621,771	2,441,481	0.0%	Shares	Sole	2025-11-14
2025-06-30	$186,626,807	2,441,481	-40.5%	Shares	Sole	2025-08-14
2025-03-31	$286,429,941	4,102,993	+46.8%	Shares	Sole	2025-05-15
2024-12-31	$170,975,830	2,794,636	-25.6%	Shares	Sole	2025-02-14
2024-09-30	$222,602,427	3,757,003	-5.8%	Shares	Sole	2024-11-14
2024-06-30	$226,770,272	3,988,923	0.0%	Shares	Sole	2024-08-14
2024-03-31	$246,196,327	3,988,923	+13.1%	Shares	Sole	2024-05-15
2023-12-31	$168,198,957	3,526,923	+49.3%	Shares	Sole	2024-02-14
2023-09-30	$82,421,440	2,363,000	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.