Not yet filed. No Q3 2026 Form 13F from Jericho Capital Asset Management has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| FFIV · F5, INC. | 2,118,749 | 7.28% |
| APP · AppLovin Corp | 1,677,224 | 7.14% |
| LYV · Live Nation Entertainment, Inc. | 4,194,203 | 6.35% |
| FOXA · Fox Corp | 14,334,514 | 6.18% |
| CORZ · Core Scientific, Inc./tx | 22,882,942 | 4.84% |
| RDDT · Reddit, Inc. | 3,335,221 | 4.79% |
| MU · MICRON TECHNOLOGY INC | 466,943 | 4.45% |
| LSCC · LATTICE SEMICONDUCTOR CORP | 3,269,111 | 4.13% |
| FWONK · Liberty Media Corp | 5,248,396 | 4.13% |
| HOOD · Robinhood Markets, Inc. | 4,833,000 | 4.01% |
Largest increase 2026 Q1 → 2026 Q2: LSCC (+1371.1% of shares). New position in 2026 Q2: RDDT (4.79% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: CIEN (-66.1% of shares). Exited in 2026 Q2: DOCU, KTOS, MDB and 1 more.
Full record: Jericho Capital Asset Management fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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