Jericho Capital Asset Management

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