Jericho Capital Asset Management L.P. - Q42025 Holdings

Jericho Capital Asset Management L.P. holds 25 stocks with a total portfolio value of $ 8.78B as of Q42025. In Q42025, Jericho Capital Asset Management L.P. added 5 new positions, increased stakes in 11 stocks, reduced 5 holdings, and fully exited 10 positions. The largest holding is Applovin Corp (APP), representing 16.09% of the total portfolio.