Jericho Capital Asset Management just filed its Q2 2026 13F. 🐋 Managed by Josh Resnick · $12.1B across 29 holdings 🟢 Bought: $RDDT, $MU, $HOOD, $LSCC +14 more 🔴 Sold: $CIEN, $MDB, $SNOW, $KTOS +4 more

The full updated portfolio 👇 https://fundfollower.xyz/institution/jericho-capital-asset-management 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.