Jericho Capital Asset Management as of June 30, 2014
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 25 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 7.4 | $123M | 1.4M | 87.66 | |
| WebMD Health | 7.2 | $120M | 2.5M | 48.30 | |
| Activision Blizzard | 6.9 | $115M | 5.2M | 22.30 | |
| Qihoo 360 Technologies Co Lt | 6.9 | $114M | 1.2M | 92.04 | |
| Melco Crown Entertainment (MLCO) | 6.2 | $104M | 2.9M | 35.71 | |
| Time Warner Cable | 6.2 | $103M | 700k | 147.30 | |
| MercadoLibre (MELI) | 5.9 | $98M | 1.0M | 95.40 | |
| Tableau Software Inc Cl A | 5.8 | $97M | 1.4M | 71.33 | |
| Tripadvisor (TRIP) | 5.2 | $86M | 795k | 108.66 | |
| Facebook Inc cl a (META) | 5.0 | $82M | 1.2M | 67.29 | |
| Cogent Communications (CCOI) | 4.4 | $73M | 2.1M | 34.55 | |
| Sirius Xm Holdings (SIRI) | 3.8 | $63M | 18M | 3.46 | |
| Bankrate | 3.7 | $62M | 3.5M | 17.54 | |
| Netflix (NFLX) | 3.7 | $61M | 138k | 440.60 | |
| 3.7 | $61M | 1.5M | 40.97 | ||
| 58 Com Inc spon adr rep a | 3.1 | $52M | 956k | 54.06 | |
| SBA Communications Corporation | 3.0 | $51M | 496k | 102.30 | |
| Baidu (BIDU) | 2.2 | $36M | 193k | 186.81 | |
| Time | 2.1 | $36M | 1.5M | 24.22 | |
| Vodafone Group New Adr F (VOD) | 1.8 | $30M | 912k | 33.39 | |
| Blackberry (BB) | 1.7 | $29M | 2.8M | 10.24 | |
| Channeladvisor | 1.3 | $22M | 837k | 26.36 | |
| Linkedin Corp | 1.3 | $21M | 123k | 171.47 | |
| International Game Technology | 1.2 | $20M | 1.3M | 15.91 | |
| Zebra Technologies (ZBRA) | 0.1 | $1.8M | 22k | 82.31 |
