Jericho Capital Asset Management as of Dec. 31, 2011
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 25 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Focus Media Holding | 11.2 | $41M | 2.1M | 19.49 | |
| Spreadtrum Communications | 10.8 | $39M | 1.9M | 20.88 | |
| TiVo | 7.3 | $26M | 2.9M | 8.97 | |
| Tim Participacoes Sa- | 6.7 | $24M | 937k | 25.80 | |
| Ezchip Semiconductor Lt | 5.6 | $20M | 714k | 28.33 | |
| Riverbed Technology | 4.9 | $18M | 755k | 23.50 | |
| Verint Systems (VRNT) | 4.9 | $18M | 639k | 27.54 | |
| OCZ Technology | 4.6 | $17M | 2.5M | 6.61 | |
| Seagate Technology Com Stk | 4.4 | $16M | 967k | 16.40 | |
| Cisco Systems (CSCO) | 4.1 | $15M | 814k | 18.08 | |
| RF Micro Devices | 4.0 | $15M | 2.7M | 5.40 | |
| Blue Nile | 3.8 | $14M | 339k | 40.88 | |
| LogMeIn | 3.8 | $14M | 355k | 38.55 | |
| SouFun Holdings | 3.6 | $13M | 899k | 14.60 | |
| 21vianet Group (VNET) | 3.4 | $13M | 1.4M | 9.15 | |
| Dice Holdings | 3.2 | $12M | 1.4M | 8.29 | |
| Shutterfly | 3.1 | $11M | 500k | 22.76 | |
| Skyworks Solutions (SWKS) | 2.9 | $11M | 655k | 16.22 | |
| Calix (CALX) | 2.1 | $7.7M | 1.2M | 6.47 | |
| Rpx Corp | 1.4 | $5.1M | 405k | 12.65 | |
| AirMedia | 1.4 | $4.9M | 1.4M | 3.63 | |
| Juniper Networks (JNPR) | 0.8 | $3.0M | 149k | 20.41 | |
| Ciena Corporation (CIEN) | 0.8 | $2.8M | 235k | 12.10 | |
| eLong | 0.6 | $2.1M | 137k | 15.03 | |
| Entravision Communication (EVC) | 0.5 | $2.0M | 1.3M | 1.56 |
