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Josh Resnick
JERICHO CAPITAL ASSET MANAGEMENT L.P.
Latest filing: 2026-03-31
Josh Resnick runs JERICHO CAPITAL ASSET MANAGEMENT L.P. and currently holds 23 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $6.76B. Their top holdings are FFIV, APP, CIEN, LYV, FWONK. The top five represent 46.1% of reported portfolio weight. Josh Resnick ranks #79 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Josh Resnick initiated 5 new positions. They added to 7 existing positions. They trimmed 6 positions. Their current best-performing preview position is CIEN with returns of +66.00%.
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23 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FFIV F5 INC | 11.30% | $260.06 | $401.23 | +54.28% | Added +16.38% |
 APP APPLOVIN CORP | 9.87% | $58.86 | $406.31 | +590.29% | Trimmed -19.95% |
 CIEN CIENA CORP | 9.50% | $102.35 | $337.41 | +229.66% | Held |
 LYV LIVE NATION ENTERTAINMENT IN | 8.85% | $112.09 | $180.31 | +60.86% | Trimmed -1.73% |
 FWONK LIBERTY MEDIA CORP DEL | 6.60% | $88.53 | $102.60 | +15.89% | Added +15.54% |
 FOXA FOX CORP | 5.77% | $64.92 | $58.45 | -9.97% | Added +124.85% |
 GOOGL ALPHABET INC | 4.75% | $243.10 | $334.66 | +37.66% | Trimmed -16.32% |
 AMAT APPLIED MATLS INC | 4.57% | $341.79 | $452.55 | +32.41% | New Buy |
 SPHR SPHERE ENTERTAINMENT CO | 4.52% | $37.43 | $136.25 | +264.01% | Held |
 NVDA NVIDIA CORPORATION | 4.25% | $135.03 | $192.53 | +42.58% | Trimmed -67.47% |
Showing 1-10 of 23