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Q2 2026 49/58 funds filed
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Jericho Capital Asset Management — WDC

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

Quarters held
2
First reported
Q1 2026
Latest value
$411,823,662
Latest weight
3.4%
Peak weight
3.4%
Shares since first
+10.9%

Position Trend

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

Jericho Capital Asset Management first reported 581,562 shares in Q1 2026 and most recently reported 644,764 shares in Q2 2026. Portfolio weight peaked at 3.4% in Q2 2026; the low reported weight was 2.3% in Q1 2026.

Since the first report, shares are +10.9% and reported value is +161.8%. Latest move: ADD

Quarter Shares Value % of portfolio Change
Q2 2026 644,764 $411,823,662 3.4% ADD
Q1 2026 581,562 $157,306,706 2.33% NEW