Jericho Capital Asset Management as of June 30, 2018
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 22 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nxp Semiconductors N V (NXPI) | 17.8 | $411M | 3.8M | 109.27 | |
| VMware | 15.7 | $362M | 2.5M | 146.97 | |
| Momo | 10.0 | $231M | 5.3M | 43.50 | |
| Spotify Technology Sa (SPOT) | 8.3 | $192M | 1.1M | 168.24 | |
| 7.0 | $161M | 3.7M | 43.67 | ||
| Tableau Software Inc Cl A | 6.4 | $148M | 1.5M | 97.75 | |
| Madison Square Garden Cl A (MSGS) | 4.3 | $98M | 317k | 310.19 | |
| Netflix (NFLX) | 3.9 | $89M | 228k | 391.43 | |
| Zendesk | 3.6 | $84M | 1.5M | 54.49 | |
| NVIDIA Corporation (NVDA) | 3.4 | $79M | 335k | 236.90 | |
| Ellie Mae | 2.6 | $60M | 579k | 103.84 | |
| Mellanox Technologies | 2.6 | $60M | 708k | 84.30 | |
| Godaddy Inc cl a (GDDY) | 2.3 | $52M | 738k | 70.60 | |
| Groupon | 1.9 | $45M | 10M | 4.30 | |
| Marvell Technology Group | 1.9 | $44M | 2.1M | 21.44 | |
| Advanced Micro Devices (AMD) | 1.8 | $41M | 2.7M | 14.99 | |
| stock | 1.8 | $40M | 407k | 99.11 | |
| Forescout Technologies | 1.7 | $40M | 1.2M | 34.26 | |
| Match | 1.3 | $30M | 766k | 38.74 | |
| Bilibili Ads (BILI) | 0.9 | $21M | 1.5M | 13.99 | |
| Puxin Ltd ads | 0.6 | $13M | 628k | 21.40 | |
| Huya Inc ads rep shs a (HUYA) | 0.2 | $4.1M | 125k | 32.89 |
