13F Portfolios

Jericho Capital Asset Management L.P.: SPHERE ENTERTAINMENT CO (SPHR): Quarterly 13F Position History

As of Q1 2026, Jericho Capital Asset Management L.P. reported 2,605,615 shares of SPHERE ENTERTAINMENT CO (SPHR), worth $305.9M and representing 4.5% of its 13F equity book. The position first appeared in Q3 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 2,605,615 0 $305.9M 4.5% $117.4
Q4 2025 2,605,615 100,000 -3.7% $247.7M 2.8% $95.1
Q3 2025 2,705,615 100,000 -3.6% $168.1M 1.7% $62.1
Q2 2025 2,805,615 0 $117.3M 1.6% $41.8
Q1 2025 2,805,615 0 $91.8M 1.7% $32.7
Q4 2024 2,805,615 0 $113.1M 1.6% $40.3
Q3 2024 2,805,615 +262,750 +10.3% $124.0M 3.0% $44.2
Q2 2024 2,542,865 0 $89.2M 2.7% $35.1
Q1 2024 2,542,865 +106,651 +4.4% $124.8M 3.3% $49.1
Q4 2023 2,436,214 +737,412 +43.4% $82.7M 2.5% $34.0
Q3 2023 1,698,802 $63.1M 2.1% $37.2

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Jericho Capital Asset Management L.P. first disclose a SPHR position in 13F-HR filings?

Jericho Capital Asset Management L.P. first reported SPHERE ENTERTAINMENT CO (SPHR) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.

What was Jericho Capital Asset Management L.P.'s most recent quarter-over-quarter share-count change in SPHR?

Jericho Capital Asset Management L.P. held the same 2,605,615 shares of SPHR between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent Jericho Capital Asset Management L.P.'s cost basis in SPHR?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.