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Free — 5 of 31

Data as of Q4 2025

All position changes for Jericho Capital Asset Management L.P.. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	NVDA NVIDIA Corp	Increased	5.1M	+93.3%	$944.3M	10.8%	99
2025-Q4	FFIV F5 Inc	New	2.3M	—	$579.7M	6.6%	98
2025-Q4	LYV Live Nation Entertainment Inc	Increased	4M	+38.0%	$569.5M	6.5%	81
2025-Q4	FWONK Liberty Media Corp-Liberty Formula One	Increased	4.5M	+17.9%	$447.5M	5.1%	72
2025-Q4	MDB MongoDB Inc	Decreased	996,540	-27.7%	$418.2M	4.8%	0
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