Investor portfolio
Jericho Capital Asset Management
Jericho Capital Asset Management is Josh Resnick's investment management firm, widely known for technology, media, and telecom investing.
Linked investors: Josh Resnick
US 13F portfolio
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- Portfolio value
- $12,098,624,849
- Positions
- 29
- Sources
- 13F on EDGAR
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | DOCU | SOLD | — |
| ≡ | KTOS | SOLD | — |
| ≡ | SNOW | SOLD | — |
| ≡ | MDB | SOLD | — |
| ≡ | AD | 0.54% | |
| ≡ | TTAN | Newly reported | 1.13% |
| ≡ | WK | +41% | 1.4% |
| ≡ | TTD | Newly reported | 1.4% |
| ≡ | ZS | Newly reported | 1.59% |
| ≡ | MSI | Newly reported | 1.93% |
| ≡ | FPS | Newly reported | 2.04% |
| ≡ | CIEN | −66% | 2.28% |
| ≡ | LION | 2.38% | |
| ≡ | NTNX | +45% | 2.39% |
| ≡ | MSGE | 2.45% | |
| ≡ | NVDA | −8% | 2.51% |
| ≡ | GOOG(L) | 3.3% | |
| ≡ | AMAT | −39% | 3.31% |
| ≡ | LITE | Newly reported | 3.35% |
| ≡ | WDC | +11% | 3.4% |
| ≡ | SPHR | 3.73% | |
| ≡ | TWLO | +214% | 3.74% |
| ≡ | ON | Newly reported | 3.81% |
| ≡ | HOOD | Newly reported | 4.01% |
| ≡ | FWONK | 4.13% | |
| ≡ | LSCC | +1371% | 4.13% |
| ≡ | MU | Newly reported | 4.45% |
| ≡ | RDDT | Newly reported | 4.79% |
| ≡ | CORZ | +95% | 4.84% |
| ≡ | FOXA | +114% | 6.18% |
| ≡ | LYV | +7% | 6.35% |
| ≡ | APP | 7.14% | |
| ≡ | FFIV | −20% | 7.28% |
13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.