Фонды

Jericho Capital Asset Management

Джош Резник

под управлением на дату подачи 12.1 млрд $
позиций 29
подана 14 августа 2026
Тикер Название Доля Δ снимка
FFIV F5 INC 7.28%
APP APPLOVIN CORP 7.14%
LYV LIVE NATION ENTERTAINMENT IN 6.35%
FOXA FOX CORP 6.18%
CORZ CORE SCIENTIFIC INC NEW 4.84%
RDDT REDDIT INC 4.79%
MU MICRON TECHNOLOGY INC 4.45%
LSCC LATTICE SEMICONDUCTOR CORP 4.13%
FWONK LIBERTY MEDIA CORP DEL 4.13%
HOOD ROBINHOOD MKTS INC 4.01%
ON ON SEMICONDUCTOR CORP 3.81%
TWLO TWILIO INC 3.74%
SPHR SPHERE ENTERTAINMENT CO 3.73%
WDC WESTERN DIGITAL CORP 3.4%
LITE LUMENTUM HLDGS INC 3.35%
AMAT APPLIED MATLS INC 3.31%
GOOGL ALPHABET INC 3.3%
NVDA NVIDIA CORPORATION 2.51%
MSGE MADISON SQUARE GARDEN ENTMT 2.45%
NTNX NUTANIX INC 2.39%
LION LIONSGATE STUDIOS CORP 2.38%
CIEN CIENA CORP 2.28%
FPS FORGENT POWER SOLUTIONS INC 2.04%
MSI MOTOROLA SOLUTIONS INC 1.93%
ZS ZSCALER INC 1.59%
TTD THE TRADE DESK INC 1.4%
WK WORKIVA INC 1.4%
TTAN SERVICETITAN INC 1.13%
AD ARRAY DIGITAL INFRASTRUCTURE 0.54%