Josh Resnick
Jericho Capital Asset Management · SEC CIK 1525234
Technology long/short.
Q1 2026
Latest 13F
$6.76B
Filed US book
23
Positions
Largest holdings, as filed
Top 15 of 23 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| F5 INC | FFIV | $764.70M | 11.3% |
| APPLOVIN CORP | APP | $667.54M | 9.9% |
| CIENA CORP | CIEN | $642.98M | 9.5% |
| LIVE NATION ENTERTAINMENT IN | LYV | $598.97M | 8.8% |
| LIBERTY MEDIA CORP DEL | FWONK | $446.22M | 6.6% |
| FOX CORP | FOXA | $390.40M | 5.8% |
| ALPHABET INC | GOOGL | $321.49M | 4.8% |
| APPLIED MATLS INC | AMAT | $309.10M | 4.6% |
| SPHERE ENTERTAINMENT CO | SPHR | $305.90M | 4.5% |
| NVIDIA CORPORATION | NVDA | $287.24M | 4.3% |
| MONGODB INC | MDB | $243.92M | 3.6% |
| SNOWFLAKE INC | SNOW | $240.07M | 3.5% |
| MADISON SQUARE GARDEN ENTMT | MSGE | $215.77M | 3.2% |
| KRATOS DEFENSE & SEC SOLUTIO | KTOS | $186.82M | 2.8% |
| LIONSGATE STUDIOS CORP | LION | $180.44M | 2.7% |
Inside the app: the full book for Jericho Capital Asset Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.