Jericho Capital Asset Management as of Dec. 31, 2012
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 30 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications | 8.5 | $75M | 988k | 76.24 | |
| McGraw-Hill Companies | 7.0 | $62M | 1.1M | 54.67 | |
| Yahoo! | 6.1 | $54M | 2.7M | 19.90 | |
| Sirius XM Radio | 5.7 | $50M | 17M | 2.89 | |
| Clearwire Corporation | 4.3 | $38M | 13M | 2.89 | |
| Equinix | 4.2 | $37M | 180k | 206.20 | |
| Tim Participacoes Sa- | 4.1 | $36M | 1.8M | 19.82 | |
| Melco Crown Entertainment (MLCO) | 4.0 | $36M | 2.1M | 16.84 | |
| Shutterfly | 4.0 | $36M | 1.2M | 29.87 | |
| Cablevision Systems Corporation | 3.8 | $34M | 2.2M | 14.94 | |
| Spreadtrum Communications | 3.8 | $33M | 1.9M | 17.62 | |
| Cogent Communications (CCOI) | 3.6 | $32M | 1.4M | 22.64 | |
| Pandora Media | 3.5 | $31M | 3.4M | 9.18 | |
| eBay (EBAY) | 3.4 | $30M | 589k | 51.00 | |
| Valassis Communications | 3.4 | $30M | 1.2M | 25.78 | |
| Facebook Inc cl a (META) | 3.3 | $30M | 1.1M | 26.62 | |
| Imax Corp Cad (IMAX) | 3.0 | $27M | 1.2M | 22.48 | |
| Alcatel-Lucent | 2.9 | $26M | 19M | 1.39 | |
| DISH Network | 2.8 | $25M | 690k | 36.40 | |
| Juniper Networks (JNPR) | 2.6 | $23M | 1.2M | 19.67 | |
| Informatica Corporation | 2.4 | $21M | 700k | 30.32 | |
| EMC Corporation | 2.0 | $18M | 708k | 25.30 | |
| Ezchip Semiconductor Lt | 1.9 | $17M | 517k | 33.07 | |
| Acme Packet | 1.9 | $17M | 762k | 22.12 | |
| CommVault Systems (CVLT) | 1.9 | $17M | 239k | 69.66 | |
| tw tele | 1.7 | $15M | 593k | 25.47 | |
| LogMeIn | 1.6 | $14M | 643k | 22.41 | |
| Calix (CALX) | 1.5 | $14M | 1.8M | 7.69 | |
| Leap Wireless International | 0.6 | $5.1M | 766k | 6.65 | |
| TiVo | 0.5 | $4.6M | 373k | 12.31 |
