Jericho Capital Asset Management as of June 30, 2012
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 24 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equinix | 11.4 | $57M | 322k | 175.65 | |
| Charter Communications | 10.6 | $53M | 745k | 70.87 | |
| Imax Corp Cad (IMAX) | 7.7 | $38M | 1.6M | 24.03 | |
| Sprint Nextel Corporation | 7.3 | $36M | 11M | 3.26 | |
| Spreadtrum Communications | 6.7 | $33M | 1.9M | 17.65 | |
| Shutterfly | 6.1 | $30M | 982k | 30.69 | |
| Ezchip Semiconductor Lt | 5.3 | $26M | 655k | 40.04 | |
| Cirrus Logic (CRUS) | 4.6 | $23M | 772k | 29.85 | |
| Interxion Holding | 4.4 | $22M | 1.2M | 18.11 | |
| Cogent Communications (CCOI) | 4.3 | $22M | 1.1M | 19.24 | |
| LogMeIn | 4.0 | $20M | 643k | 30.52 | |
| 21vianet Group (VNET) | 3.7 | $18M | 1.6M | 11.45 | |
| OCZ Technology | 3.5 | $18M | 3.3M | 5.29 | |
| Dice Holdings | 2.8 | $14M | 1.5M | 9.39 | |
| BMC Software | 2.7 | $14M | 317k | 42.68 | |
| TiVo | 2.6 | $13M | 1.6M | 8.26 | |
| Sirius XM Radio | 2.6 | $13M | 7.0M | 1.85 | |
| Calix (CALX) | 2.2 | $11M | 1.4M | 8.22 | |
| Pegasystems (PEGA) | 2.0 | $9.9M | 300k | 32.98 | |
| CommVault Systems (CVLT) | 1.9 | $9.5M | 191k | 49.57 | |
| Melco Crown Entmt Ltd call | 1.9 | $9.2M | 800k | 11.52 | |
| Micron Technology (MU) | 1.1 | $5.5M | 872k | 6.31 | |
| Entravision Communication (EVC) | 0.3 | $1.5M | 1.3M | 1.21 | |
| Facebook Inc cl a (META) | 0.2 | $1.2M | 37k | 31.11 |
