Quarter snapshot
Jericho Capital Asset Management
- Quarter
- Q4 2025
- Filed
- 2026-02-17
- Portfolio value
- $8,777,145,542
- Positions
- 25
- Sources
- 13F on EDGAR
Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | APP | No prior filing | 16.09% |
| ≡ | NVDA | No prior filing | 10.76% |
| ≡ | FFIV | No prior filing | 6.6% |
| ≡ | LYV | No prior filing | 6.49% |
| ≡ | FWONK | No prior filing | 5.1% |
| ≡ | MDB | No prior filing | 4.77% |
| ≡ | GOOG | No prior filing | 4.76% |
| ≡ | NFLX | No prior filing | 4.63% |
| ≡ | CIEN | No prior filing | 4.41% |
| ≡ | SNOW | No prior filing | 3.94% |
| ≡ | CFLT | No prior filing | 3.82% |
| ≡ | DOCU | No prior filing | 3.71% |
| ≡ | AFRM | No prior filing | 3.05% |
| ≡ | META | No prior filing | 2.99% |
| ≡ | SPHR | No prior filing | 2.82% |
| ≡ | UPST | No prior filing | 2.5% |
| ≡ | FOXA | No prior filing | 2.48% |
| ≡ | MSGE | No prior filing | 2.25% |
| ≡ | CORZ | No prior filing | 2.16% |
| ≡ | NTNX | No prior filing | 1.83% |
| ≡ | AMBA | No prior filing | 1.28% |
| ≡ | AD | No prior filing | 1.11% |
| ≡ | GTM | No prior filing | 1.02% |
| ≡ | SRAD | No prior filing | 0.86% |
| ≡ | LION | No prior filing | 0.58% |