Jericho Capital Asset Management

Latest statistics and disclosures from Jericho Capital Asset Management's latest quarterly 13F-HR filing:

Jericho Capital Asset Management portfolio companies for quarter ending March 2013

Ticker Name Portfolio Weight Change Share Count Price Last Trade
MHP McGraw-Hill Companies 7.34 +19.00% 1356000 52.08 0.00
YHOO Yahoo! 5.84 -11.00% 2389000 23.53 26.56
SIRI Sirius XM Radio 5.54 17301200 3.08 3.43
MPEL Melco Crown Entertainment 5.16 2125800 23.35 25.12
Pandora Media 4.98 3381000 14.16 0.00
EQIX Equinix 4.97 +22.00% 221205 216.31 189.79
LVS Las Vegas Sands 4.88 NEW 833000 56.35 57.11
GOOG Google 4.79 NEW 58000 794.19 901.00
INFA Informatica Corporation 4.58 +82.00% 1278000 34.47 36.34
CCOI Cogent Communications 3.88 1415208 26.40 28.32
Tripadvisor 3.81 NEW 697300 52.52 0.00
NFLX Netflix 3.80 NEW 193100 189.28 233.50
Nxp Semiconductors N V 3.55 NEW 1127000 30.29 0.00
Tim Participacoes Sa-adr spon 2.95 -28.00% 1298905 21.88 0.00
MELI MercadoLibre 2.59 NEW 258000 96.56 116.00
ALU Alcatel-Lucent 2.59 18718967 1.33 1.94
CTXS Citrix Systems 2.50 NEW 333000 72.15 62.59
VMW VMware 2.48 NEW 302500 78.88 71.65
QCOM QUALCOMM 2.46 NEW 353901 66.94 62.69
FTNT Fortinet 2.39 NEW 970435 23.68 17.91
VCI Valassis Communications 2.31 -35.00% 744364 29.87 25.90
ONNN ON Semiconductor 2.11 NEW 2457000 8.28 8.25
VRNT Verint Systems 2.10 NEW 552000 36.55 34.37
NICE Nice Systems 1.65 NEW 432000 36.83 37.56
CALX Calix 1.61 +8.00% 1906018 8.15 10.86
JNPR Juniper Networks 1.57 -29.00% 815567 18.54 19.02
ARUN Aruba Networks 1.44 NEW 560287 24.74 14.91
LOGM LogMeIn 1.39 +8.00% 698362 19.22 25.81
SPRD Spreadtrum Communications 1.23 -69.00% 578000 20.51 23.62
MCO Moody's Corporation 1.09 NEW 197600 53.32 62.45
Annie's 1.02 NEW 255600 38.26 0.00
VOD Vodafone 0.87 NEW 294000 28.40 28.32
CVLT CommVault Systems 0.51 -75.00% 59285 81.99 78.01
WBMD WebMD Health 0.03 NEW 10000 24.30 27.97