Funds
Jericho Capital Asset Management
Джош Резник
13F AUM
12.1 B $
positions
29
filed
August 14, 2026
| Ticker | Name | Weight | Δ since |
|---|---|---|---|
| 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% | — |