Jericho Capital Asset Management L.P.
Annual return '25
+45.7%
SPY '25
+17.7%
Alpha
+28.0ptsvs SPY
Invested
$49.7M
Holdings
13
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NABL
N-able Inc
Held since at least Q1 2024
22.4%
02
$HOOD
Robinhood Mkts Inc
Q1 2026: Exited (was 142.1k shares)
18.8%
03
$CHYM
Chime Finl Inc
Held since at least Q1 2024
13.0%
04
$CRWD
Crowdstrike Hldgs Inc
Q1 2026: Exited (was 65.9k shares)
11.8%
05
$CRCL
Circle Internet Group Inc
Held since at least Q1 2024
10.3%
06
$ETOR
eToro Group Ltd
Held since at least Q1 2024
5.7%
07
$TBLA
Taboola.com Ltd
Held since at least Q1 2024
5.3%
08
$DNUT
Krispy Kreme Inc
Held since at least Q1 2024
4.3%
09
$FWRD
Forward Air Corp
Held since at least Q1 2024
3.5%
10
$HTFL
Heartflow Inc
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:46 UTC.