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Jericho Capital Asset Management L.P. · Q2 2026 13F · SEC CIK 1525234

Josh Resnick portfolio

Hedge fundJericho Capital 13F holdings. Filed 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$12.1B
Reported positions
29
Top holdings a year, 3 yrs
+45.2%
Assets under management
$10.1B

Josh Resnick is the founder of Jericho Capital, which reported 29 positions worth $12.1B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were F5 Inc (FFIV, 7.3%), Applovin Corp (APP, 7.1%), Live Nation Entertainment in (LYV, 6.3%). A portfolio copying its top holdings returned 45.2% a year over the last 3 years, against 20.4% for the S&P 500.

Josh Resnick holdings all 29 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Josh Resnick 13F holdings
Stock% of 13F valueShare changeReported value
FFIVF5 Inc7.3%-19.8%$881.3M
APPApplovin Corp7.1%+0.0%$864.2M
LYVLive Nation Entertainment in6.3%+6.8%$768.0M
FOXAFox Corp - Class A6.2%+114.4%$747.7M
CORZCore Scientific Inc New4.8%+95.2%$585.6M
RDDTReddit Inc4.8%—$578.9M
MUMicron Technology Inc4.5%—$539.0M
LSCCLattice Semiconductor Corp4.1%+1371.1%$500.0M
FWONKLiberty Media Corp Del4.1%+0.0%$499.3M
HOODRobinhood Mkts Inc4.0%—$484.7M
ONOn Semiconductor Corp3.8%—$461.5M
TWLOTwilio Inc3.7%+214.3%$452.4M
SPHRSphere Entertainment Co3.7%+0.0%$450.8M
WDCWestern Digital Corp Com3.4%+10.9%$411.8M
LITELumentum Hldgs Inc3.3%—$405.2M
AMATApplied Matls Inc3.3%-38.7%$400.5M
GOOGLAlphabet Inc3.3%+0.0%$399.5M
NVDANvidia Corporation2.5%-7.8%$303.9M
MSGEMadison Square Garden Entmt2.4%+0.0%$296.3M
NTNXNutanix Inc2.4%+44.6%$288.8M
LIONLionsgate Studios Corp2.4%+0.0%$288.1M
CIENCiena Corp2.3%-66.1%$275.5M
FPSForgent Power Solutions Inc2.0%—$247.4M
MSIMotorola Solutions Inc1.9%—$234.0M
ZSZscaler Inc1.6%—$192.4M
TTDThe Trade Desk Inc1.4%—$169.9M
WKWorkiva Inc1.4%+41.2%$168.9M
TTANServicetitan Inc1.1%—$137.2M
ADArray Digital Infrastructure0.5%+0.0%$65.8M

What Josh Resnick bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+26.8% /yr
S&P 500 +20.1%
3 years
+45.2% /yr
S&P 500 +20.4%
5 years
+12.2% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$12.1B29
Q1 2026$6.8B23
Q4 2025$8.8B25
Q3 2025$9.6B30
Q2 2025$7.5B30
Q1 2025$5.5B23
Q4 2024$7.0B29
Q3 2024$4.1B24
Q2 2024$3.3B22
Q1 2024$3.7B28
Q4 2023$3.3B27
Q3 2023$2.9B23

Questions about Josh Resnick's portfolio

Who is Josh Resnick?

Josh Resnick is the founder of Jericho Capital, a hedge fund that files its US stock holdings with the SEC on Form 13F under the name Jericho Capital Asset Management L.P..

What stocks does Josh Resnick own?

Jericho Capital Asset Management L.P.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 29 positions worth $12.1B. The largest are F5 Inc (FFIV) at 7.3%, Applovin Corp (APP) at 7.1%, Live Nation Entertainment in (LYV) at 6.3%, Fox Corp - Class A (FOXA) at 6.2% and Core Scientific Inc New (CORZ) at 4.8%.

What did Josh Resnick buy last quarter?

In Q2 2026, Jericho Capital Asset Management L.P. added a new position in Reddit Inc (RDDT), a new position in Micron Technology Inc (MU), a new position in Robinhood Mkts Inc (HOOD), a new position in On Semiconductor Corp (ON), a new position in Lumentum Hldgs Inc (LITE), Lattice Semiconductor Corp (LSCC) (+1371.1% shares), Twilio Inc (TWLO) (+214.3% shares) and Fox Corp - Class A (FOXA) (+114.4% shares), compared with its Q1 2026 filing.

What did Josh Resnick sell last quarter?

In Q2 2026, Jericho Capital Asset Management L.P. sold all of Mongodb Inc (MDB), sold all of Snowflake Inc (SNOW), sold all of Kratos Defense & Security Solutions Inc (KTOS), sold all of Docusign Inc (DOCU), Ciena Corp (CIEN) (-66.1% shares), Applied Matls Inc (AMAT) (-38.7% shares) and F5 Inc (FFIV) (-19.8% shares), compared with its Q1 2026 filing.

How has Josh Resnick's portfolio performed?

A portfolio copying Jericho Capital Asset Management L.P.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +45.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.8% against +20.1%. Over 5 years: +12.2% a year against +11.6%.

When is Jericho Capital Asset Management L.P.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Jericho Capital Asset Management L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Jericho Capital Asset Management L.P. manage?

Jericho Capital Asset Management L.P. reported $10.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $12.1B.