Jericho Capital Asset Management L.P.

Bought Applied Matls, sold out of Netflix. Portfolio down 23% to $6.8B.

$6.8B portfolio23 holdingstop 10 = 70%filed 2026-05-15

1FFIVF5 Inc11.30%
$764.7M - 2.6M shares+372K
2APPApplovin Corp9.87%
$667.5M - 1.7M shares-418K
3CIENCiena Corp9.50%
$643.0M - 1.7M shares-
4LYVLive Nation Entertainment 8.85%
$599.0M - 3.9M shares-69K
5FWONKLiberty Media Corp Del6.60%
$446.2M - 5.2M shares+706K
6FOXAFox Corp5.77%
$390.4M - 6.7M shares+3.7M
7GOOGLAlphabet Inc4.75%
$321.5M - 1.1M shares-218K
8AMATApplied Matls Inc4.57%
$309.1M - 904K sharesNEW
9SPHRSphere Entertainment Co4.52%
$305.9M - 2.6M shares-
10NVDANvidia Corporation4.25%
$287.2M - 1.6M shares-3.4M
11MDBMongodb Inc3.61%
$243.9M - 997K shares-
12SNOWSnowflake Inc3.55%
$240.1M - 1.6M shares+16K
13MSGEMadison Square Garden Entm3.19%
$215.8M - 3.7M shares-
14KTOSKratos Defense & Sec Solut2.76%
$186.8M - 2.6M sharesNEW
15LIONLionsgate Studios Corp2.67%
$180.4M - 18.8M shares+13.2M
16CORZCore Scientific Inc New2.59%
$175.4M - 11.7M shares-1.3M
17WDCWestern Digital Corp2.33%
$157.3M - 582K sharesNEW
18NTNXNutanix Inc2.20%
$149.0M - 3.9M shares+813K
19WKWorkiva Inc2.17%
$147.0M - 2.5M sharesNEW
20DOCUDocusign Inc2.10%
$142.2M - 3.0M shares-1.8M
21TWLOTwilio Inc1.30%
$87.8M - 698K sharesNEW
22ADArray Digital Infrastructu1.24%
$83.8M - 1.8M shares-
23LSCCLattice Semiconductor Corp0.30%
$20.6M - 222K sharesNEW

#	Stock
1	FFIVF5 Inc	11.30%	$764.7M	2.6M	+372K
2	APPApplovin Corp	9.87%	$667.5M	1.7M	-418K
3	CIENCiena Corp	9.50%	$643.0M	1.7M	-
4	LYVLive Nation Entertainment	8.85%	$599.0M	3.9M	-69K
5	FWONKLiberty Media Corp Del	6.60%	$446.2M	5.2M	+706K
6	FOXAFox Corp	5.77%	$390.4M	6.7M	+3.7M
7	GOOGLAlphabet Inc	4.75%	$321.5M	1.1M	-218K
8	AMATApplied Matls Inc	4.57%	$309.1M	904K	NEW
9	SPHRSphere Entertainment Co	4.52%	$305.9M	2.6M	-
10	NVDANvidia Corporation	4.25%	$287.2M	1.6M	-3.4M
11	MDBMongodb Inc	3.61%	$243.9M	997K	-
12	SNOWSnowflake Inc	3.55%	$240.1M	1.6M	+16K
13	MSGEMadison Square Garden Entm	3.19%	$215.8M	3.7M	-
14	KTOSKratos Defense & Sec Solut	2.76%	$186.8M	2.6M	NEW
15	LIONLionsgate Studios Corp	2.67%	$180.4M	18.8M	+13.2M
16	CORZCore Scientific Inc New	2.59%	$175.4M	11.7M	-1.3M
17	WDCWestern Digital Corp	2.33%	$157.3M	582K	NEW
18	NTNXNutanix Inc	2.20%	$149.0M	3.9M	+813K
19	WKWorkiva Inc	2.17%	$147.0M	2.5M	NEW
20	DOCUDocusign Inc	2.10%	$142.2M	3.0M	-1.8M
21	TWLOTwilio Inc	1.30%	$87.8M	698K	NEW
22	ADArray Digital Infrastructu	1.24%	$83.8M	1.8M	-
23	LSCCLattice Semiconductor Corp	0.30%	$20.6M	222K	NEW

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.