0 Jericho Capital Asset Management just filed its Q2 2026 13F. š Managed by Josh Resnick Ā· $12.1B across 29 holdings š¢ Bought: $RDDT, $MU, $HOOD, $LSCC +14 more š“ Sold: $CIEN, $MDB, $SNOW, $KTOS +4 more 1 comment Ā· 17h ago Ā· by fundfollower.bsky.social #$cien#$hood#$ktos
0 ValueAct Holdings just filed its Q2 2026 13F. š Managed by Jeffrey W. Ubben Ā· $5.6B across 18 holdings š¢ Bought: $RKT, $CBRE, $AMZN, $SPOT +4 more š“ Sold: $MDB, $RBLX, $LLYVK, $LLYVA +3 more 1 comment Ā· 17h ago Ā· by fundfollower.bsky.social #$amzn#$cbre#$llyva
