Jericho Capital Asset Management L.P. 13F 持仓 · 2026年Q2
Jericho Capital Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 120.99 亿美元。前几大持仓：FFIV（7.28%）、APP（7.14%）、LYV（6.35%）。本季前 25 大持仓中：新建仓 8 只、增持 7 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FFIV | F5 INC | $881.3M | 7.28% | 2.1M | 减持 |
| 2 | APP | APPLOVIN CORP | $864.2M | 7.14% | 1.7M | 持平 |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | $768.0M | 6.35% | 4.2M | 增持 |
| 4 | FOXA | FOX CORP | $747.7M | 6.18% | 14.3M | 增持 |
| 5 | CORZ | CORE SCIENTIFIC INC NEW | $585.6M | 4.84% | 22.9M | 增持 |
| 6 | RDDT | REDDIT INC | $578.9M | 4.79% | 3.3M | 新建仓 |
| 7 | MU | MICRON TECHNOLOGY INC | $539.0M | 4.45% | 466,943 | 新建仓 |
| 8 | FWONK | LIBERTY MEDIA CORP DEL | $499.3M | 4.13% | 5.2M | 持平 |
| 9 | LSCC | LATTICE SEMICONDUCTOR CORP | $500.0M | 4.13% | 3.3M | 增持 |
| 10 | HOOD | ROBINHOOD MKTS INC | $484.7M | 4.01% | 4.8M | 新建仓 |
| 11 | ON | ON SEMICONDUCTOR CORP | $461.5M | 3.81% | 4.9M | 新建仓 |
| 12 | TWLO | TWILIO INC | $452.4M | 3.74% | 2.2M | 增持 |
| 13 | SPHR | SPHERE ENTERTAINMENT CO | $450.8M | 3.73% | 2.6M | 持平 |
| 14 | WDC | WESTERN DIGITAL CORP | $411.8M | 3.40% | 644,764 | 增持 |
| 15 | LITE | LUMENTUM HLDGS INC | $405.2M | 3.35% | 472,235 | 新建仓 |
| 16 | AMAT | APPLIED MATLS INC | $400.5M | 3.31% | 553,927 | 减持 |
| 17 | GOOGL | ALPHABET INC | $399.5M | 3.30% | 1.1M | 持平 |
| 18 | NVDA | NVIDIA CORPORATION | $303.9M | 2.51% | 1.5M | 减持 |
| 19 | MSGE | MADISON SQUARE GARDEN ENTMT | $296.3M | 2.45% | 3.7M | 持平 |
| 20 | NTNX | NUTANIX INC | $288.8M | 2.39% | 5.7M | 增持 |
| 21 | LION | LIONSGATE STUDIOS CORP | $288.1M | 2.38% | 18.8M | 持平 |
| 22 | CIEN | CIENA CORP | $275.5M | 2.28% | 561,513 | 减持 |
| 23 | FPS | FORGENT POWER SOLUTIONS INC | $247.4M | 2.04% | 4.4M | 新建仓 |
| 24 | MSI | MOTOROLA SOLUTIONS INC | $234.0M | 1.93% | 563,528 | 新建仓 |
| 25 | ZS | ZSCALER INC | $192.4M | 1.59% | 1.4M | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR