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Jericho Capital Asset Management, LP
institutioneller Anleger · Portfolio $12.1 Mrd. · 29 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 14.08.2026; Veränderung – ggü. 31.03.2026 · 33
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| F5 Networks Inc US:FFIV | 2 118 749 | $881 Mio. | 7.28% | −524 264 |
| Applovin Corp US:APP | 1 677 224 | $864 Mio. | 7.14% | — |
| Live Nation Entertainment, I… US:LYV | 4 194 203 | $768 Mio. | 6.35% | +266 820 |
| Fox Corp US:FOXA | 14 334 514 | $748 Mio. | 6.18% | +7 649 636 |
| Core Scientific, Inc. US:CORZ | 22 882 942 | $586 Mio. | 4.84% | +11 159 492 |
| Reddit, Inc. US:RDDT | 3 335 221 | $579 Mio. | 4.79% | neu |
| Micron Technology Inc US:MU | 466 943 | $539 Mio. | 4.45% | neu |
| Lattice Semiconductor Corpor… US:LSCC | 3 269 111 | $500 Mio. | 4.13% | +3 046 896 |
| Liberty Media Corporation Se… US:FWONK | 5 248 396 | $499 Mio. | 4.13% | — |
| Robinhood Markets, Inc. US:HOOD | 4 833 000 | $485 Mio. | 4.01% | neu |
| ON Semiconductor Corporation US:ON | 4 881 237 | $461 Mio. | 3.81% | neu |
| Twilio Inc US:TWLO | 2 192 455 | $452 Mio. | 3.74% | +1 494 944 |
| Sphere Entertainment Co. US:SPHR | 2 605 615 | $451 Mio. | 3.73% | — |
| Western Digital Corporation US:WDC | 644 764 | $412 Mio. | 3.40% | +63 202 |
| Lumentum Holdings Inc. US:LITE | 472 235 | $405 Mio. | 3.35% | neu |
| Applied Materials Inc US:AMAT | 553 927 | $400 Mio. | 3.31% | −350 428 |
| Alphabet Inc. US:GOOGL | 1 118 000 | $400 Mio. | 3.30% | — |
| NVIDIA Corporation US:NVDA | 1 519 012 | $304 Mio. | 2.51% | −128 000 |
| Madison Square Garden Entert… US:MSGE | 3 662 724 | $296 Mio. | 2.45% | — |
| Nutanix, Inc. US:NTNX | 5 668 014 | $289 Mio. | 2.39% | +1 747 518 |
| Lionsgate Studios Holding Co… US:LION | 18 815 105 | $288 Mio. | 2.38% | — |
| CIENA CORP US:CIEN | 561 513 | $275 Mio. | 2.28% | −1 094 659 |
| Forgent Power Solutions, Inc… US:FPS | 4 429 000 | $247 Mio. | 2.04% | neu |
| Motorola Solutions Inc US:MSI | 563 528 | $234 Mio. | 1.93% | neu |
| Zscaler, Inc. US:ZS | 1 362 862 | $192 Mio. | 1.59% | neu |
| Trade Desk Inc US:TTD | 9 395 296 | $170 Mio. | 1.40% | neu |
| Workiva Inc US:WK | 3 482 515 | $169 Mio. | 1.40% | +1 016 770 |
| ServiceTitan, Inc. Class A US:TTAN | 1 940 000 | $137 Mio. | 1.13% | neu |
| Array Digital Infrastructure… US:AD | 1 815 844 | $65.8 Mio. | 0.54% | — |
| DocuSign Inc US:DOCU | 0 (war 3 000 000) | — | — | verkauft |
| Kratos Defense & Security So… US:KTOS | 0 (war 2 649 578) | — | — | verkauft |
| MongoDB US:MDB | 0 (war 996 540) | — | — | verkauft |
| Snowflake Inc. US:SNOW | 0 (war 1 591 778) | — | — | verkauft |
In Unternehmen Unserer Datenbank 5
| Unternehmen | Anteil | Aktien | Berichtsdatum |
|---|---|---|---|
| Sphere Entertainment Co. | 8.97% | 2 605 615 | 2026-06-30 |
| Core Scientific, Inc. | 7.12% | 22 882 942 | 2026-06-30 |
| Fox Corp | 7.12% | 14 334 514 | 2026-06-30 |
| F5 Networks Inc | 3.74% | 2 118 749 | 2026-06-30 |
| Nutanix, Inc. | 2.09% | 5 668 014 | 2026-06-30 |
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