Jericho’s High-Conviction Playbook Shows Its Edge in May

Just a few outsized tech positions drove gains, highlighting Josh Resnick’s concentrated approach.

Stephen Taub June 11, 2026

Jericho Capital Asset Management’s main hedge fund moved into the black in May, posting a 16 percent gross gain. This puts its flagship fund up 13.1 percent for the year. The firm’s Special Opportunities fund, a more concentrated portfolio, fared even better, jumping 28.5 percent

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