# Jericho Capital Asset Management L.P. 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 23 long-equity positions.
> CIK 1525234. Latest filing Q1 2026, as of quarter end 2026-03-31. Long-equity book $6.8B.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | FFIV | F5 Inc | $764.7M | 11.3% | Added |
| 2 | APP | Applovin Corp | $667.5M | 9.9% | Reduced |
| 3 | CIEN | Ciena Corp | $643.0M | 9.5% | Held |
| 4 | LYV | Live Nation Entertainment In | $599.0M | 8.9% | Reduced |
| 5 | FWONK | Liberty Media Corp Del | $446.2M | 6.6% | Added |
| 6 | FOXA | Fox Corp | $390.4M | 5.8% | Added |
| 7 | GOOGL | Alphabet Inc | $321.5M | 4.8% | Reduced |
| 8 | AMAT | Applied Matls Inc | $309.1M | 4.6% | New |
| 9 | SPHR | Sphere Entertainment Co | $305.9M | 4.5% | Held |
| 10 | NVDA | Nvidia Corporation | $287.2M | 4.2% | Reduced |

## Latest moves

Bought: AMAT, KTOS, WDC
Sold: APP, LYV, GOOGL

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1525234/000117266126002281/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/jericho-capital-asset-management-l-p-1525234
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._