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Jericho Capital Asset Management

Джош Резник

13F AUM 12.1 B $
positions 29
filed August 14, 2026
FFIV · 7.3% FFIV 7.3% APP · 7.1% APP 7.1% LYV · 6.3% LYV 6.3% FOXA · 6.2% FOXA 6.2% CORZ · 4.8% CORZ 4.8% RDDT · 4.8% RDDT 4.8% MU · 4.5% MU 4.5% LSCC · 4.1% LSCC FWONK · 4.1% FWONK HOOD · 4.0% HOOD ON · 3.8% ON TWLO · 3.7% TWLO SPHR · 3.7% SPHR WDC · 3.4% WDC LITE · 3.3% LITE AMAT · 3.3% AMAT GOOGL · 3.3% GOOGL NVDA · 2.5% NVDA MSGE · 2.4% MSGE NTNX · 2.4% NTNX LION · 2.4% LION CIEN · 2.3% CIEN FPS · 2.0% FPS MSI · 1.9% MSI ZS · 1.6% ZS TTD · 1.4% TTD WK · 1.4% WK TTAN · 1.1% TTAN AD · 0.54% AD

added new trimmed unchanged