Josh Resnick's portfolio
In the Q2 2026 13F, filed August 14, 2026, Jericho Capital Asset Management reported 29 US stock positions worth $12.1B. The largest was F5 (FFIV) at 7.3% of the portfolio. New positions: Reddit (RDDT), Micron Technology (MU) and Robinhood Markets (HOOD). Added to: Fox (FOXA) and Lattice Semiconductor (LSCC). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- RedditRDDT$579M
- Micron TechnologyMU$539M
- Robinhood MarketsHOOD$485M
- ON SemiconductorON$461M
- LumentumLITE$405M
- Forgent Power SolutionsFPS$247M
- Motorola SolutionsMSI$234M
- ZscalerZS$192M
- Trade DeskTTD$170M
- ServiceTitanTTAN$137M
Added to
Sold out
None this quarter.
Holdings
29 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| F5FFIV | 7.28% | $881M | 2,118,749 | Trimmed |
| ApplovinAPP | 7.14% | $864M | 1,677,224 | Held |
| Live Nation Entertainment In | 6.35% | $768M | 4,194,203 | Held |
| FoxFOXA | 6.18% | $748M | 14,334,514 | Added |
| Core Scientific Inc New | 4.84% | $586M | 22,882,942 | Held |
| RedditRDDT | 4.79% | $579M | 3,335,221 | New |
| Micron TechnologyMU | 4.46% | $539M | 466,943 | New |
| Lattice SemiconductorLSCC | 4.13% | $500M | 3,269,111 | Added |
| Liberty Media Corporation Series C Liberty Formula OneFWONK | 4.13% | $499M | 5,248,396 | Held |
| Robinhood MarketsHOOD | 4.01% | $485M | 4,833,000 | New |
| ON SemiconductorON | 3.81% | $461M | 4,881,237 | New |
| TwilioTWLO | 3.74% | $452M | 2,192,455 | Added |
| Sphere EntertainmentSPHR | 3.73% | $451M | 2,605,615 | Held |
| Western DigitalWDC | 3.40% | $412M | 644,764 | Added |
| LumentumLITE | 3.35% | $405M | 472,235 | New |
| Applied MaterialsAMAT | 3.31% | $400M | 553,927 | Trimmed |
| AlphabetGOOGL | 3.30% | $400M | 1,118,000 | Held |
| NVIDIANVDA | 2.51% | $304M | 1,519,012 | Trimmed |
| Madison Square Garden EntertainmentMSGE | 2.45% | $296M | 3,662,724 | Held |
| NutanixNTNX | 2.39% | $289M | 5,668,014 | Added |
| Lionsgate Studios Holding Corp. (to be renamed Lionsgate Studios Corp.)LION | 2.38% | $288M | 18,815,105 | Held |
| CienaCIEN | 2.28% | $275M | 561,513 | Trimmed |
| Forgent Power SolutionsFPS | 2.04% | $247M | 4,429,000 | New |
| Motorola SolutionsMSI | 1.93% | $234M | 563,528 | New |
| ZscalerZS | 1.59% | $192M | 1,362,862 | New |
| Trade DeskTTD | 1.40% | $170M | 9,395,296 | New |
| WorkivaWK | 1.40% | $169M | 3,482,515 | Added |
| ServiceTitanTTAN | 1.13% | $137M | 1,940,000 | New |
| Array Digital InfrastructureAD | 0.54% | $66M | 1,815,844 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Josh Resnick own?
In the Q2 2026 13F, Jericho Capital Asset Management reported 29 US stock positions worth $12.1B. The largest: F5 (FFIV) 7.3%, Applovin (APP) 7.1%, Live Nation Entertainment In 6.3%, Fox (FOXA) 6.2%, Core Scientific Inc New 4.8%.
What did Josh Resnick buy last quarter?
In Q2 2026: new position in Reddit (RDDT); new position in Micron Technology (MU); new position in Robinhood Markets (HOOD); added to Fox (FOXA); added to Lattice Semiconductor (LSCC); added to Twilio (TWLO).
What did Josh Resnick sell last quarter?
In Q2 2026: cut F5 (FFIV); cut Applied Materials (AMAT); cut NVIDIA (NVDA).
When is Josh Resnick's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.