Subscribe Today

Get our free articles delivered directly to your email!

Continue reading

Gurus
Growth
JERICHO CAPITAL ASSET MANAGEMENT L.P. (Data extracted from 13F, 13D, 13G and Form 4)

Subscribe For Premium Access

JERICHO CAPITAL ASSET MANAGEMENT L.P.

AUM: $3.97 B

13-F Portfolio Value: $6.76 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 69.98%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
AFRM	AFFIRM HLDGS INC				-3,601,248	Exited		13F
CFLT	CONFLUENT INC				-11,094,000	Exited		13F
META	META PLATFORMS INC				-397,858	Exited		13F
NFLX	NETFLIX INC				-4,332,000	Exited		13F
UPST	UPSTART HLDGS INC				-5,011,809	Exited		13F
GTM	ZOOMINFO TECHNOLOGIES INC				-8,793,670	Exited		13F
AMBA	AMBARELLA INC				-1,587,081	Exited		13F
SRAD	SPORTRADAR GROUP AG				-3,160,174	Exited		13F