Jericho Capital Asset Management L.P.
Top Portfolio Positions
22 positions ·
$6,318,456,686 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FFIV |
F5, Inc.
Technology
|
2,643,013 | $764,702,951 | 12.10% | |
| APP |
AppLovin Corp
Communication Services
|
1,677,224 | $667,535,152 | 10.56% | |
| CIEN |
Ciena Corp
Technology
|
1,656,172 | $642,975,655 | 10.18% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
3,927,383 | $598,965,181 | 9.48% | |
| FOXA |
Fox Corp
Communication Services
|
6,684,878 | $390,396,875 | 6.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,118,000 | $321,492,080 | 5.09% | |
| AMAT |
Applied Materials Inc /De
Technology
|
904,355 | $309,099,495 | 4.89% | |
| SPHR |
Sphere Entertainment Co.
Communication Services
|
2,605,615 | $305,899,201 | 4.84% | |
| NVDA |
Nvidia Corp
Technology
|
1,647,012 | $287,238,892 | 4.55% | |
| MDB |
MongoDB, Inc.
Technology
|
996,540 | $243,923,095 | 3.86% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TWLO
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,760,834 | 697,511 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $197,275,188 | 1,970,978 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $355,590,382 | 2,859,363 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $321,180,341 | 3,280,363 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $301,258,193 | 2,787,363 | Shares | Sole | 2025-02-14 | |
| 2021-06-30 | $213,890,529 | 542,649 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $184,913,073 | 542,649 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $103,242,500 | 305,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $80,057,160 | 324,000 | Shares | Sole | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||