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Jericho Capital Asset Management — FFIV

How Jericho Capital Asset Management's position in F5 Networks Inc. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held
2
First reported
Q4 2025
Latest value
$764,702,952
Latest weight
11.3%
Peak weight
11.3%
Shares since first
+16.4%

Position Trend

Shares, value, and weight from first report to latest report.

Jericho Capital Asset Management first reported 2,271,013 shares in Q4 2025 and most recently reported 2,643,013 shares in Q1 2026. Portfolio weight peaked at 11.3% in Q1 2026; the low reported weight was 6.6% in Q4 2025.

Since the first report, shares are +16.4% and reported value is +31.9%. Latest move: ADD

Quarter Shares Value % of portfolio Change
Q1 2026 2,643,013 $764,702,952 11.3% ADD
Q4 2025 2,271,013 $579,698,778 6.6% NEW

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