What stocks does Josh Resnick own?

As of Q2 2026, Jericho Capital reported 29 positions with a combined 13F value of $12.1B. Its largest stock positions are FFIV ($881.3M), APP ($864.2M) and LYV ($768.0M).

How often does Jericho Capital update its portfolio?

Jericho Capital files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.

What does Jericho Capital's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Jericho Capital's portfolio data come from?

From the 13F filings Jericho Capital makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Jericho Capital Asset Management L.P.

Return history

Last 4 years · filing-date model

$100,000 to $375,390

$100,000 in SPY: $226,413.

Total return

+275%

Annualized (4Y CAGR)

+39.2%

vs SPY

+16.5 pts/yr

Moves a year

119

Avg hold

6.2 months

17 filings · quarters -9.5% to +41.9%

All time

+816% since Aug 14, 2013

Fund size $12B today

Oct 10, 2022 to Oct 9, 2026 · min. 52% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

New RDDT and exited MDB in Q2 2026.

$12.1B in this filing29 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

Share change vs Mar 31

1FFIVF5 Inc7.28%
$881.3M - 2.1M shares-19.8%
2APPApplovin Corp7.14%
$864.2M - 1.7M shares-
3LYVLive Nation Entertainment 6.35%
$768.0M - 4.2M shares+6.8%
4FOXAFox Corp6.18%
$747.7M - 14.3M shares+114.4%
5CORZCore Scientific Inc New4.84%
$585.6M - 22.9M shares+95.2%
6RDDTReddit Inc4.79%
$578.9M - 3.3M sharesNEW
7MUMicron Technology Inc4.45%
$539.0M - 467K sharesNEW
8LSCCLattice Semiconductor Corp4.13%
$500.0M - 3.3M shares+1371.1%

#	Stock				At Jun 30	Now
1	FFIVF5 Inc	7.28%	$881.3M	-19.8%	$415.96	$456.58 +9.8%
2	APPApplovin Corp	7.14%	$864.2M	-	$515.23	$279.29 -45.8%
3	LYVLive Nation Entertainment	6.35%	$768.0M	+6.8%	$183.11	$168.84 -7.8%
4	FOXAFox Corp	6.18%	$747.7M	+114.4%	$52.16	$63.98 +22.7%
5	CORZCore Scientific Inc New	4.84%	$585.6M	+95.2%	$25.59	$14.46 -43.5%
6	RDDTReddit Inc	4.79%	$578.9M	NEW	$173.58	$159.36 -8.2%
7	MUMicron Technology Inc	4.45%	$539.0M	NEW	$1154.29	$931.24 -19.3%
8	LSCCLattice Semiconductor Corp	4.13%	$500.0M	+1371.1%	$152.96	$115.00 -24.8%

21 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 21 holdings

What is missing

Top 10 concentration: 53%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

More disclosures (16)

Common questions

What stocks does Josh Resnick own?: As of Q2 2026, Jericho Capital reported 29 positions with a combined 13F value of $12.1B. Its largest stock positions are FFIV ($881.3M), APP ($864.2M) and LYV ($768.0M).
How often does Jericho Capital update its portfolio?: Jericho Capital files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.
What does Jericho Capital's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Jericho Capital's portfolio data come from?: From the 13F filings Jericho Capital makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.