Jericho Capital Asset Management L.P.
Jericho Capital Asset Management L.P., managed by Josh Resnick, reported 29 positions worth $12.10B in its 2026 Q2 13F filing: 10 new and 4 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +76.6% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +22.3% | +11.4% |
| 2025 Q3 | +18.2% | +7.6% |
| 2025 Q4 | +4.4% | +3.1% |
| 2026 Q1 | -12.1% | -5.8% |
| 2026 Q2 | +33.1% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| FFIV | F5 INC | $881.31M | 7.30% | -19.8% |
| APP | APPLOVIN CORP | $864.16M | 7.10% | NO CHANGE |
| LYV | LIVE NATION ENTERTAINMENT IN | $768.00M | 6.30% | +6.8% |
| FOXA | FOX CORP | $747.69M | 6.20% | +114.4% |
| CORZ | CORE SCIENTIFIC INC NEW | $585.57M | 4.80% | +95.2% |
| RDDT | REDDIT INC | $578.93M | 4.80% | NEW |
| MU | MICRON TECHNOLOGY INC | $538.99M | 4.50% | NEW |
| LSCC | LATTICE SEMICONDUCTOR CORP | $500.04M | 4.10% | +1371.1% |
| FWONK | LIBERTY MEDIA CORP DEL | $499.33M | 4.10% | NO CHANGE |
| HOOD | ROBINHOOD MKTS INC | $484.65M | 4.00% | NEW |
| ON | ON SEMICONDUCTOR CORP | $461.47M | 3.80% | NEW |
| TWLO | TWILIO INC | $452.37M | 3.70% | +214.3% |
| SPHR | SPHERE ENTERTAINMENT CO | $450.85M | 3.70% | NO CHANGE |
| WDC | WESTERN DIGITAL CORP | $411.82M | 3.40% | +10.9% |
| LITE | LUMENTUM HLDGS INC | $405.21M | 3.30% | NEW |
| AMAT | APPLIED MATLS INC | $400.49M | 3.30% | -38.7% |
| GOOGL | ALPHABET INC | $399.54M | 3.30% | NO CHANGE |
| NVDA | NVIDIA CORPORATION | $303.94M | 2.50% | -7.8% |
| MSGE | MADISON SQUARE GARDEN ENTMT | $296.28M | 2.40% | NO CHANGE |
| NTNX | NUTANIX INC | $288.84M | 2.40% | +44.6% |
| LION | LIONSGATE STUDIOS CORP | $288.06M | 2.40% | NO CHANGE |
| CIEN | CIENA CORP | $275.46M | 2.30% | -66.1% |
| FPS | FORGENT POWER SOLUTIONS INC | $247.40M | 2.00% | NEW |
| MSI | MOTOROLA SOLUTIONS INC | $234.03M | 1.90% | NEW |
| ZS | ZSCALER INC | $192.37M | 1.60% | NEW |
| TTD | THE TRADE DESK INC | $169.87M | 1.40% | NEW |
| WK | WORKIVA INC | $168.94M | 1.40% | +41.2% |
| TTAN | SERVICETITAN INC | $137.18M | 1.10% | NEW |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $65.84M | 0.54% | NO CHANGE |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.