Jericho Capital Asset Management as of Sept. 30, 2013
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 32 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
McGraw-Hill Companies | 6.9 | $98M | 1.5M | 65.59 | |
Melco Crown Entertainment (MLCO) | 6.6 | $94M | 3.0M | 31.83 | |
Pandora Media | 6.3 | $89M | 3.5M | 25.13 | |
Alcatel-Lucent | 5.5 | $79M | 22M | 3.53 | |
Moody's Corporation (MCO) | 5.3 | $75M | 1.1M | 70.33 | |
Ctrip.com International | 5.2 | $74M | 1.3M | 58.36 | |
Baidu (BIDU) | 4.1 | $59M | 378k | 155.18 | |
Cogent Communications (CCOI) | 3.8 | $54M | 1.7M | 32.25 | |
Zynga | 3.6 | $51M | 14M | 3.67 | |
Las Vegas Sands (LVS) | 3.5 | $49M | 743k | 66.42 | |
Crown Castle International | 3.5 | $49M | 671k | 73.03 | |
Sina Corporation | 3.3 | $47M | 577k | 81.17 | |
Yandex Nv-a (YNDX) | 3.2 | $45M | 1.2M | 36.42 | |
Netflix (NFLX) | 3.0 | $42M | 137k | 309.21 | |
Qihoo 360 Technologies Co Lt | 3.0 | $42M | 506k | 83.20 | |
SBA Communications Corporation | 2.9 | $41M | 510k | 80.46 | |
Informatica Corporation | 2.7 | $38M | 981k | 38.97 | |
Trulia | 2.7 | $38M | 812k | 47.03 | |
Himax Technologies (HIMX) | 2.6 | $38M | 3.7M | 10.00 | |
Charter Communications | 2.3 | $32M | 239k | 134.76 | |
Ellie Mae | 2.3 | $32M | 1.0M | 32.01 | |
Interxion Holding | 2.2 | $32M | 1.4M | 22.24 | |
Qlik Technologies | 2.2 | $31M | 918k | 34.23 | |
Cablevision Systems Corporation | 2.2 | $31M | 1.8M | 16.84 | |
Infinera (INFN) | 1.9 | $27M | 2.4M | 11.32 | |
Marketo | 1.8 | $26M | 801k | 31.88 | |
Ciena Corporation (CIEN) | 1.7 | $24M | 972k | 25.01 | |
Take-Two Interactive Software (TTWO) | 1.5 | $22M | 1.2M | 18.17 | |
Verint Systems (VRNT) | 1.4 | $21M | 552k | 37.06 | |
Fusion-io | 1.3 | $19M | 1.4M | 13.39 | |
Millennial Media | 0.8 | $11M | 1.6M | 7.07 | |
MercadoLibre (MELI) | 0.6 | $8.1M | 60k | 134.91 |