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

JERICHO CAPITAL ASSET MANAGEMENT L.P.

AUM: $3.97 B

13-F Portfolio Value: $9.61 B

Last 13-F Filed: Q3 2025

Concentration in top 10: 61.96%

Stock	Company	Change in Shares	% Change	Source
ANSS	ANSYS INC	-712,000	Exited	13F
ARM	ARM HOLDINGS PLC	-1,306,115	Exited	13F
CLS	CELESTICA INC	-962,500	Exited	13F
DT	DYNATRACE INC	-2,571,767	Exited	13F
ORCL	ORACLE CORP	-2,104,859	Exited	13F
QRVO	QORVO INC	-2,333,650	Exited	13F
SNOW	SNOWFLAKE INC	-811,146	Exited	13F