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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
CIEN	CIENA CORP	9.5%	1,656,172	$642,975,655		No Change	$388.23	13F
SPHR	SPHERE ENTERTAINMENT CO	4.52%	2,605,615	$305,899,201		No Change	$117.4	13F
MDB	MONGODB INC	3.61%	996,540	$243,923,097		No Change	$244.77	13F
MSGE	MADISON SQUARE GARDEN ENTMT	3.19%	3,662,724	$215,771,071		No Change	$58.91	13F
AD	ARRAY DIGITAL INFRASTRUCTURE	1.24%	1,815,844	$83,783,043		No Change	$46.14	13F