Jericho Capital Asset Management L.P.
LOS ANGELES CA · SEC CIK 0001525234
$67.65亿2026Q1 申报市值
23持仓数
70.0%前十大占比 · 第一大 11.3%
5 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMAT 新建仓+$3.09亿
FOXA 加仓+$2.17亿
KTOS 新建仓+$1.87亿
WDC 新建仓+$1.57亿
WK 新建仓+$1.47亿
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$5.96亿
NFLX 清仓-$4.06亿
CONFLUENT INC 清仓-$3.35亿
AFRM 清仓-$2.68亿
META 清仓-$2.63亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FFIV | F5 INC | $7.65亿 | 11.30% | 2,643,013 | 372,000 | 16.4% | $1.08亿 | 加仓 |
| APP | APPLOVIN CORP | $6.68亿 | 9.87% | 1,677,224 | -418,095 | -20.0% | -$1.66亿 | 减仓 |
| CIEN | CIENA CORP | $6.43亿 | 9.50% | 1,656,172 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $5.99亿 | 8.85% | 3,927,383 | -69,129 | -1.7% | -$1,054.29万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $4.46亿 | 6.60% | 5,248,396 | 706,000 | 15.5% | $6,002.41万 | 加仓 |
| FOXA | FOX CORP | $3.90亿 | 5.77% | 6,684,878 | 3,711,878 | 124.9% | $2.17亿 | 加仓 |
| GOOGL | ALPHABET INC | $3.21亿 | 4.75% | 1,118,000 | -218,000 | -16.3% | -$6,268.81万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3.09亿 | 4.57% | 904,355 | 904,355 | — | $3.09亿 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $3.06亿 | 4.52% | 2,605,615 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $2.87亿 | 4.25% | 1,647,012 | -3,416,000 | -67.5% | -$5.96亿 | 减仓 |
| MDB | MONGODB INC | $2.44亿 | 3.61% | 996,540 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $2.40亿 | 3.55% | 1,591,778 | 16,198 | 1.0% | $244.30万 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $2.16亿 | 3.19% | 3,662,724 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1.87亿 | 2.76% | 2,649,578 | 2,649,578 | — | $1.87亿 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $1.80亿 | 2.67% | 18,815,105 | 13,216,105 | 236.0% | $1.27亿 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $1.75亿 | 2.59% | 11,723,450 | -1,315,169 | -10.1% | -$1,967.49万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.57亿 | 2.33% | 581,562 | 581,562 | — | $1.57亿 | 新建仓 |
| NTNX | NUTANIX INC | $1.49亿 | 2.20% | 3,920,496 | 813,015 | 26.2% | $3,090.27万 | 加仓 |
| WK | WORKIVA INC | $1.47亿 | 2.17% | 2,465,745 | 2,465,745 | — | $1.47亿 | 新建仓 |
| DOCU | DOCUSIGN INC | $1.42亿 | 2.10% | 3,000,000 | -1,754,753 | -36.9% | -$8,319.28万 | 减仓 |
| TWLO | TWILIO INC | $8,776.08万 | 1.30% | 697,511 | -1,273,467 | -64.6% | -$1.60亿 | 重新持有 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $8,378.30万 | 1.24% | 1,815,844 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2,061.27万 | 0.30% | 222,215 | 222,215 | — | $2,061.27万 | 新建仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -4,332,000 | -100.0% | -$4.06亿 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -11,094,000 | -100.0% | -$3.35亿 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -3,601,248 | -100.0% | -$2.68亿 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -397,858 | -100.0% | -$2.63亿 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -5,011,809 | -100.0% | -$2.19亿 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -1,587,081 | -100.0% | -$1.12亿 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,793,670 | -100.0% | -$8,943.16万 | 清仓 |
| SRAD | SPORTRADAR GROUP AG | $0 | 0.00% | 0 | -3,160,174 | -100.0% | -$7,511.73万 | 清仓 |