Jericho Capital Asset Management as of June 30, 2013
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 23 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 33.5 | $476M | 1.2M | 396.53 | |
| Crown Castle International | 6.6 | $94M | 1.3M | 72.39 | |
| McGraw-Hill Companies | 5.8 | $83M | 1.6M | 53.19 | |
| Moody's Corporation (MCO) | 5.5 | $78M | 1.3M | 60.93 | |
| Melco Crown Entertainment (MLCO) | 4.7 | $66M | 3.0M | 22.36 | |
| 4.6 | $66M | 74k | 880.38 | ||
| Pandora Media | 4.6 | $65M | 3.5M | 18.40 | |
| Qihoo 360 Technologies Co Lt | 3.4 | $48M | 1.0M | 46.17 | |
| Informatica Corporation | 3.1 | $45M | 1.3M | 34.98 | |
| Tripadvisor (TRIP) | 3.1 | $44M | 717k | 60.87 | |
| Cogent Communications (CCOI) | 2.8 | $40M | 1.4M | 28.15 | |
| CBS Corporation | 2.7 | $39M | 795k | 48.87 | |
| Interxion Holding | 2.6 | $38M | 1.4M | 26.13 | |
| MercadoLibre (MELI) | 2.6 | $37M | 343k | 107.76 | |
| Walt Disney Company (DIS) | 2.6 | $36M | 575k | 63.15 | |
| Alcatel-Lucent | 2.2 | $32M | 17M | 1.82 | |
| Ctrip.com International | 1.9 | $27M | 821k | 32.63 | |
| Equinix | 1.8 | $25M | 137k | 184.72 | |
| Sina Corporation | 1.4 | $20M | 365k | 55.73 | |
| Verint Systems (VRNT) | 1.4 | $20M | 552k | 35.47 | |
| Take-Two Interactive Software (TTWO) | 1.3 | $18M | 1.2M | 14.97 | |
| Nice Systems (NICE) | 1.1 | $16M | 432k | 36.89 | |
| Annie's | 0.7 | $9.6M | 225k | 42.74 |
