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

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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
AMAT	APPLIED MATLS INC	4.57%	904,355	$309,099,496	904,355	New	$341.79	13F
KTOS	KRATOS DEFENSE & SEC SOLUTIO	2.76%	2,649,578	$186,821,746	2,649,578	New	$70.51	13F
WDC	WESTERN DIGITAL CORP	2.33%	581,562	$157,306,706	581,562	New	$270.49	13F
WK	WORKIVA INC	2.17%	2,465,745	$147,032,374	2,465,745	New	$59.63	13F
TWLO	TWILIO INC	1.3%	697,511	$87,760,834	697,511	New	$125.82	13F
LSCC	LATTICE SEMICONDUCTOR CORP	0.3%	222,215	$20,612,664	222,215	New	$92.76	13F