Jericho Capital Asset Management L.P. - Portfolio Stock Holdings

Jericho Capital Asset Management L.P. disclosed 30 stock positions in a recent SEC 13F filing. $6,734,854,188 of stock holdings were filed, with the largest holdings including FFIV, APP, and CIEN. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $10,113,743,000 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.