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Josh Resnick

Jericho Capital Asset Management L.p.

Assets Managed
$6.765B
Holdings
23
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-22.92%(2Q avg: -15.78%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jericho Capital Asset Management L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Jericho Capital Asset Management L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.765B in assets, with a quarterly growth rate of -22.92% and a 2-quarter average growth rate of -15.78%. The portfolio is managed by Josh Resnick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FFIV
F5 Inc
Recent Activity
Increased 16.39%
11.31%
$764.703M
2.643M shares@ $289.34 avg price
APP
Applovin Corp-class A
Recent Activity
Decreased -19.95%
9.87%
$667.535M
1.677M shares@ $398.0 avg price
CIEN
Ciena Corp
Recent Activity
9.51%
$642.976M
1.656M shares@ $388.23 avg price
LYV
Live Nation Entertainment In
Recent Activity
Decreased -1.72%
8.86%
$598.965M
3.927M shares@ $152.51 avg price
FWONK
Liberty Media Corp-lib-new-c
Recent Activity
Increased 15.55%
6.6%
$446.219M
5.248M shares@ $85.03 avg price
FOXA
Fox Corp - Class A
Recent Activity
Increased 124.86%
5.78%
$390.397M
6.685M shares@ $58.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -16.31%
4.76%
$321.492M
1.118M shares@ $287.56 avg price
AMAT
Applied Materials Inc
Recent Activity
New Position
4.57%
$309.099M
904,355 shares@ $341.8 avg price
SPHR
Sphere Entertainment Co
Recent Activity
4.53%
$305.899M
2.606M shares@ $117.4 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -67.46%
4.25%
$287.239M
1.647M shares@ $174.41 avg price

1-10 of 23