AlphaYouJericho Capital Asset Management L.P.
Last 4 years copying the filings
$100 would be $325
+225% across 17 filings, buying each one the day it became public. Best quarter +43.1%, worst -22.3%.
All time
+1046% since Aug 2013
Fund size $7B today
Aug 2022 to Aug 2026, at least 52% of the book priced each quarter. Not audited fund performance. What this covers
Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.
New Applied Matls position and exited Netflix in Q1 2026.
$6.8B in this filing23 positionstop 10 = 70%
23 stock and fund positions worth $6.8B
Holdings are from Mar 31, 2026, not today. Filed May 15, 2026.
- 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-
20 more on a paid plan
Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.
Unlock all 20 holdingsWhat is missing
This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.