Jericho Capital Asset Management’s Ciena CIEN Stock Holding History

Jericho Capital Asset Management’s Portfolio CIEN Stock Details CIEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$643M	Hold	1,656,172	–	–	9.5%	3
2025 Q4	$387M	Sell	1,656,172 -326,828	-16%	-$63.4M	4.41%	9
2025 Q3	$289M	Buy	1,983,000 +648,000	+49%	+$66M	3.01%	13
2025 Q2	$109M	Buy	+1,335,000	New	+$95.8M	1.45%	27
2013 Q4	–	Sell	-972,211	Closed	-$24.3M	–	23
2013 Q3	$24.3M	Buy	+972,211	New	+$21.9M	1.72%	27

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jericho Capital Asset Management's CIEN Position: Q1 2026 in Review

Jericho Capital Asset Management held its Ciena (CIEN) position steady in Q1 2026 at 1,656,172 shares worth $643M. The position accounts for 9.5% of the portfolio, ranked #3.

Jericho Capital Asset Management first reported a position in CIEN in Q3 2013 and has held it in 5 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

Jericho Capital Asset Management held 1,656,172 shares of Ciena worth $643M as of Q1 2026.
Jericho Capital Asset Management left its Ciena share count unchanged in Q1 2026.
Ciena made up 9.5% of Jericho Capital Asset Management's portfolio in Q1 2026, its #3 holding.
Jericho Capital Asset Management first reported a position in Ciena in Q3 2013 and has held it in 5 quarters since.
1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Jericho Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.