Jericho Capital Asset Management L.P.
LOS ANGELES CA · SEC CIK 0001525234
$120.99亿2026Q2 申报市值
29持仓数
53.3%前十大占比 · 第一大 7.3%
10 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RDDT 新建仓+$5.79亿
MU 新建仓+$5.39亿
HOOD 新建仓+$4.85亿
LSCC 加仓+$4.66亿
ON 新建仓+$4.61亿
2026Q2 卖出最多 按季末市值估算
CIEN 减仓-$5.37亿
AMAT 减仓-$2.53亿
MDB 清仓-$2.44亿
SNOW 清仓-$2.40亿
FFIV 减仓-$2.18亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MDB | MONGODB INC | $0 | 0.00% | 0 | -996,540 | -100.0% | -$2.44亿 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,591,778 | -100.0% | -$2.40亿 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -2,649,578 | -100.0% | -$1.87亿 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -3,000,000 | -100.0% | -$1.42亿 | 清仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $6,584.25万 | 0.54% | 1,815,844 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $1.37亿 | 1.13% | 1,940,000 | 1,940,000 | — | $1.37亿 | 新建仓 |
| WK | WORKIVA INC | $1.69亿 | 1.40% | 3,482,515 | 1,016,770 | 41.2% | $4,932.35万 | 加仓 |
| TTD | THE TRADE DESK INC | $1.70亿 | 1.40% | 9,395,296 | 9,395,296 | — | $1.70亿 | 新建仓 |
| ZS | ZSCALER INC | $1.92亿 | 1.59% | 1,362,862 | 1,362,862 | — | $1.92亿 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.34亿 | 1.93% | 563,528 | 563,528 | — | $2.34亿 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $2.47亿 | 2.04% | 4,429,000 | 4,429,000 | — | $2.47亿 | 新建仓 |
| CIEN | CIENA CORP | $2.75亿 | 2.28% | 561,513 | -1,094,659 | -66.1% | -$5.37亿 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $2.88亿 | 2.38% | 18,815,105 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $2.89亿 | 2.39% | 5,668,014 | 1,747,518 | 44.6% | $8,905.35万 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $2.96亿 | 2.45% | 3,662,724 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $3.04亿 | 2.51% | 1,519,012 | -128,000 | -7.8% | -$2,561.15万 | 减仓 |
| GOOGL | ALPHABET INC | $4.00亿 | 3.30% | 1,118,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $4.00亿 | 3.31% | 553,927 | -350,428 | -38.7% | -$2.53亿 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $4.05亿 | 3.35% | 472,235 | 472,235 | — | $4.05亿 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $4.12亿 | 3.40% | 644,764 | 63,202 | 10.9% | $4,036.84万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $4.51亿 | 3.73% | 2,605,615 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $4.52亿 | 3.74% | 2,192,455 | 1,494,944 | 214.3% | $3.08亿 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $4.61亿 | 3.81% | 4,881,237 | 4,881,237 | — | $4.61亿 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $4.85亿 | 4.01% | 4,833,000 | 4,833,000 | — | $4.85亿 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $4.99亿 | 4.13% | 5,248,396 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $5.00亿 | 4.13% | 3,269,111 | 3,046,896 | 1,371.1% | $4.66亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5.39亿 | 4.45% | 466,943 | 466,943 | — | $5.39亿 | 新建仓 |
| RDDT | REDDIT INC | $5.79亿 | 4.79% | 3,335,221 | 3,335,221 | — | $5.79亿 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $5.86亿 | 4.84% | 22,882,942 | 11,159,492 | 95.2% | $2.86亿 | 加仓 |
| FOXA | FOX CORP | $7.48亿 | 6.18% | 14,334,514 | 7,649,636 | 114.4% | $3.99亿 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $7.68亿 | 6.35% | 4,194,203 | 266,820 | 6.8% | $4,885.74万 | 加仓 |
| APP | APPLOVIN CORP | $8.64亿 | 7.14% | 1,677,224 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $8.81亿 | 7.28% | 2,118,749 | -524,264 | -19.8% | -$2.18亿 | 减仓 |