Long-term investor
Jericho Capital Asset Management L.P. @jerichocapitalassetmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001525234).
Record
- Tracked since 2025-06-30 (454 days), 112 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +38.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FFIV · 7.3% · long · since 2025-12-31
- APP · 7.1% · long · since 2025-06-30
- 538034109 · 6.3% · long · since 2025-06-30
- FOXA · 6.2% · long · since 2025-12-31
- CORZ · 4.8% · long · since 2025-09-30
- RDDT · 4.8% · long · since 2026-06-30
- MU · 4.5% · long · since 2026-06-30
- LSCC · 4.1% · long · since 2026-03-31
- 531229755 · 4.1% · long · since 2025-06-30
- 770700102 · 4.0% · long · since 2026-06-30
- ON · 3.8% · long · since 2026-06-30
- TWLO · 3.7% · long · since 2025-06-30