Generalist · Los Angeles, CA
Jericho Capital Asset Management L.P.
- Software
- $2.3B
- Weight of 13F
- 19.0%
- Names
- 7
- Vs prior quarter
- +$596M
Filed 14 August 2026.
29 positions in the whole 13F.
Software held
- AppLovinAPP1,677,224 shares · 38.0% of their software$864MFlat
- TwilioTWLO2,192,455 shares · 19.9% of their software$452M+$365M
- NutanixNTNX5,668,014 shares · 12.7% of their software$289M+$140M
- ZscalerZS1,362,862 shares · 8.5% of their software$192MNew
- The Trade DeskTTD9,395,296 shares · 7.5% of their software$170MNew
- WorkivaWK3,482,515 shares · 7.4% of their software$169M+$21.9M
- ServiceTitanTTAN1,940,000 shares · 6.0% of their software$137MNew