Jericho Capital Asset Management as of Dec. 31, 2014
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 37 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MercadoLibre (MELI) | 6.7 | $104M | 813k | 127.67 | |
Facebook Inc cl a (META) | 6.6 | $103M | 1.3M | 78.02 | |
Moody's Corporation (MCO) | 4.9 | $76M | 791k | 95.81 | |
Tim Participacoes Sa- | 4.6 | $71M | 3.2M | 22.21 | |
Yahoo! | 4.4 | $68M | 1.4M | 50.51 | |
Tableau Software Inc Cl A | 4.2 | $66M | 773k | 84.76 | |
Criteo Sa Ads (CRTO) | 4.2 | $64M | 1.6M | 40.42 | |
Alibaba Group Holding (BABA) | 4.1 | $64M | 613k | 103.94 | |
Time Warner Cable | 4.0 | $62M | 405k | 152.06 | |
Amazon (AMZN) | 3.7 | $58M | 186k | 310.35 | |
Brunswick Corporation (BC) | 3.4 | $53M | 1.0M | 51.26 | |
Sotheby's | 3.3 | $52M | 1.2M | 43.18 | |
Applied Materials (AMAT) | 3.3 | $51M | 2.0M | 24.92 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.1 | $49M | 2.5M | 19.54 | |
FleetCor Technologies (FLT) | 3.1 | $47M | 318k | 148.71 | |
Bankrate | 2.8 | $44M | 3.5M | 12.43 | |
Apollo | 2.8 | $43M | 1.3M | 34.11 | |
Melco Crown Entertainment (MLCO) | 2.4 | $38M | 1.5M | 25.40 | |
Hertz Global Holdings | 2.4 | $38M | 1.5M | 24.94 | |
Broadcom Corporation | 2.2 | $35M | 796k | 43.33 | |
Fireeye | 2.1 | $33M | 1.0M | 31.58 | |
Linkedin Corp | 2.1 | $33M | 142k | 229.71 | |
Groupon | 1.9 | $30M | 3.6M | 8.26 | |
SBA Communications Corporation | 1.9 | $29M | 266k | 110.76 | |
Cogent Communications (CCOI) | 1.9 | $29M | 808k | 35.39 | |
Vimpel | 1.8 | $28M | 6.7M | 4.17 | |
Madison Square Garden | 1.8 | $28M | 370k | 75.26 | |
ON Semiconductor (ON) | 1.6 | $25M | 2.5M | 10.13 | |
Pandora Media | 1.3 | $19M | 1.1M | 17.83 | |
King Digital Entertainment | 1.1 | $18M | 1.1M | 15.36 | |
Fortinet (FTNT) | 1.1 | $18M | 571k | 30.66 | |
Qihoo 360 Technologies Co Lt | 1.1 | $16M | 285k | 57.26 | |
Endurance Intl Group Hldgs I | 1.0 | $15M | 800k | 18.43 | |
Channeladvisor | 0.9 | $14M | 665k | 21.58 | |
Zendesk | 0.8 | $12M | 472k | 24.37 | |
Himax Technologies (HIMX) | 0.6 | $9.9M | 1.2M | 8.06 | |
Infinera (INFN) | 0.3 | $5.2M | 356k | 14.72 |