Jericho Capital Asset Management

Jericho Capital Asset Management as of March 31, 2015

Portfolio Holdings for Jericho Capital Asset Management

Jericho Capital Asset Management holds 33 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jd (JD) 8.6 $129M 4.4M 29.38
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 8.0 $121M 4.1M 29.44
Facebook Inc cl a (META) 7.1 $107M 1.3M 82.22
Sotheby's 6.5 $98M 2.3M 42.26
Madison Square Garden 4.7 $72M 846k 84.65
Amazon (AMZN) 4.7 $70M 189k 372.10
Tableau Software Inc Cl A 4.7 $70M 758k 92.52
Criteo Sa Ads (CRTO) 4.4 $67M 1.7M 39.50
Zendesk 4.3 $65M 2.8M 22.69
Las Vegas Sands (LVS) 4.1 $62M 1.1M 55.04
Endurance Intl Group Hldgs I 3.2 $49M 2.6M 19.06
Brunswick Corporation (BC) 3.2 $48M 929k 51.45
qunar Cayman Is Ltd spns adr cl b 2.9 $43M 1.0M 41.25
ON Semiconductor (ON) 2.8 $42M 3.5M 12.11
Infinera (INFN) 2.7 $41M 2.1M 19.67
MercadoLibre (MELI) 2.7 $40M 329k 122.52
REPCOM cla 2.7 $40M 736k 54.55
Applied Materials (AMAT) 2.5 $39M 1.7M 22.56
Palo Alto Networks (PANW) 2.2 $34M 230k 146.08
Zebra Technologies (ZBRA) 2.2 $34M 370k 90.71
Vimpel 2.2 $33M 6.3M 5.24
Charter Communications 2.0 $31M 160k 193.11
Broadcom Corporation 2.0 $30M 696k 43.29
Servicenow (NOW) 1.7 $26M 330k 78.78
Tim Participacoes Sa- 1.7 $26M 1.5M 16.58
Fortinet (FTNT) 1.4 $22M 617k 34.95
Sohu 1.4 $21M 399k 53.33
Bankrate 1.4 $21M 1.9M 11.34
Proofpoint 1.2 $18M 299k 59.22
Rovi Corporation 0.4 $5.7M 311k 18.21
Gaming & Leisure Pptys (GLPI) 0.2 $3.6M 97k 36.88
Momo 0.2 $3.3M 308k 10.60
Six Flags Entertainment (SIX) 0.0 $345k 7.1k 48.43