Jericho Capital Asset Management

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