Jericho Capital Asset Management as of Sept. 30, 2012
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 27 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Charter Communications | 9.5 | $69M | 922k | 75.06 | |
Equinix | 7.8 | $57M | 277k | 206.05 | |
Sina Corporation | 6.6 | $48M | 740k | 64.68 | |
Sprint Nextel Corporation | 5.8 | $42M | 7.7M | 5.52 | |
Imax Corp Cad (IMAX) | 5.3 | $39M | 2.0M | 19.91 | |
Spreadtrum Communications | 5.2 | $38M | 1.9M | 20.51 | |
Shutterfly | 5.1 | $37M | 1.2M | 31.12 | |
Sirius XM Radio | 4.7 | $34M | 13M | 2.59 | |
Cirrus Logic (CRUS) | 4.5 | $33M | 864k | 38.39 | |
Cogent Communications (CCOI) | 4.5 | $33M | 1.4M | 22.99 | |
DISH Network | 4.3 | $32M | 1.0M | 30.61 | |
Valassis Communications | 4.1 | $30M | 1.2M | 24.69 | |
Yahoo! | 3.9 | $29M | 1.8M | 15.97 | |
Hertz Global Holdings | 3.6 | $27M | 1.9M | 13.73 | |
EMC Corporation | 3.2 | $24M | 861k | 27.27 | |
Broadcom Corporation | 3.2 | $23M | 677k | 34.57 | |
Virgin Media | 3.2 | $23M | 788k | 29.42 | |
Amazon (AMZN) | 2.6 | $19M | 76k | 254.32 | |
Ezchip Semiconductor Lt | 2.3 | $17M | 551k | 30.59 | |
CommVault Systems (CVLT) | 2.1 | $15M | 261k | 58.66 | |
LogMeIn | 2.0 | $14M | 643k | 22.43 | |
Calix (CALX) | 1.6 | $11M | 1.8M | 6.40 | |
TiVo | 1.5 | $11M | 1.0M | 10.43 | |
Pegasystems (PEGA) | 1.2 | $8.7M | 300k | 29.04 | |
Bankrate | 0.9 | $6.8M | 436k | 15.58 | |
Cavium | 0.7 | $4.8M | 144k | 33.31 | |
OCZ Technology | 0.5 | $3.5M | 1.0M | 3.47 |