Jericho Capital Asset Management as of Sept. 30, 2015
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 30 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cablevision Systems Corporation | 20.7 | $332M | 10M | 32.47 | |
| Charter Communications | 7.4 | $119M | 676k | 175.85 | |
| Jd (JD) | 5.8 | $94M | 3.6M | 26.06 | |
| Zendesk | 5.0 | $80M | 4.1M | 19.71 | |
| Sotheby's | 4.6 | $74M | 2.3M | 31.98 | |
| Ctrip.com International | 4.0 | $64M | 1.0M | 63.18 | |
| Zebra Technologies (ZBRA) | 3.9 | $63M | 821k | 76.55 | |
| Criteo Sa Ads (CRTO) | 3.9 | $63M | 1.7M | 37.54 | |
| Qlik Technologies | 3.4 | $55M | 1.5M | 36.45 | |
| qunar Cayman Is Ltd spns adr cl b | 3.4 | $55M | 1.8M | 30.07 | |
| Amazon (AMZN) | 3.3 | $54M | 105k | 511.89 | |
| Cadence Design Systems (CDNS) | 3.2 | $51M | 2.5M | 20.68 | |
| Infinera (INFN) | 2.9 | $46M | 2.4M | 19.56 | |
| Gogo (GOGO) | 2.8 | $45M | 2.9M | 15.28 | |
| ON Semiconductor (ON) | 2.7 | $43M | 4.6M | 9.40 | |
| Tableau Software Inc Cl A | 2.4 | $39M | 486k | 79.78 | |
| Proofpoint | 2.3 | $37M | 618k | 60.32 | |
| Microsoft Corporation (MSFT) | 2.2 | $36M | 803k | 44.26 | |
| Arris | 2.1 | $33M | 1.3M | 25.97 | |
| Grubhub | 2.0 | $33M | 1.3M | 24.34 | |
| Vimpel | 1.9 | $31M | 7.5M | 4.12 | |
| Starz - Liberty Capital | 1.9 | $31M | 823k | 37.34 | |
| Pandora Media | 1.8 | $28M | 1.3M | 21.34 | |
| Cavium | 1.7 | $28M | 448k | 61.37 | |
| Endurance Intl Group Hldgs I | 1.3 | $20M | 1.5M | 13.36 | |
| Momo | 1.2 | $19M | 1.5M | 12.50 | |
| Mindbody | 0.7 | $11M | 700k | 15.63 | |
| Marvell Technology Group | 0.6 | $9.5M | 1.0M | 9.05 | |
| Infoblox | 0.5 | $8.2M | 515k | 15.98 | |
| Cheetah Mobile | 0.4 | $5.8M | 400k | 14.46 |
