Jericho Capital Asset Management’s Nutanix NTNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289M	Buy	5,668,014 +1,747,518	+45%	+$79M	2.39%	20
2026 Q1	$149M	Buy	3,920,496 +813,015	+26%	+$34.3M	2.2%	18
2025 Q4	$161M	Buy	3,107,481 +666,000	+27%	+$40.7M	1.83%	20
2025 Q3	$182M	Hold	2,441,481	–	–	1.89%	21
2025 Q2	$187M	Sell	2,441,481 -1,661,512	-40%	-$120M	2.49%	17
2025 Q1	$286M	Buy	4,102,993 +1,308,357	+47%	+$90.5M	5.21%	7
2024 Q4	$171M	Sell	2,794,636 -962,367	-26%	-$62.9M	2.44%	15
2024 Q3	$223M	Sell	3,757,003 -231,920	-6%	-$12.7M	5.37%	6
2024 Q2	$227M	Hold	3,988,923	–	–	6.82%	7
2024 Q1	$246M	Buy	3,988,923 +462,000	+13%	+$26.6M	6.57%	3
2023 Q4	$168M	Buy	3,526,923 +1,163,923	+49%	+$47.1M	5.15%	6
2023 Q3	$82.4M	Buy	+2,363,000	New	+$74.2M	2.8%	12

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jericho Capital Asset Management's NTNX Position: Q2 2026 in Review

Jericho Capital Asset Management increased its Nutanix (NTNX) stake by 45% in Q2 2026, buying an estimated $79M and bringing the position to 5,668,014 shares worth $289M. The position accounts for 2.39% of the portfolio, ranked #20.

Jericho Capital Asset Management first reported a position in NTNX in Q3 2023 and has held it in 12 quarters since. 564 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

Jericho Capital Asset Management held 5,668,014 shares of Nutanix worth $289M as of Q2 2026.
Jericho Capital Asset Management bought 1,747,518 Nutanix shares in Q2 2026, an estimated $79M.
Nutanix made up 2.39% of Jericho Capital Asset Management's portfolio in Q2 2026, its #20 holding.
Jericho Capital Asset Management first reported a position in Nutanix in Q3 2023 and has held it in 12 quarters since.
564 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Jericho Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.