Jericho Capital Asset Management as of June 30, 2019
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 23 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Ltd Adr Isin Us81141r1005 (SE) | 10.6 | $240M | 7.2M | 33.22 | |
| Snap Inc cl a (SNAP) | 9.8 | $223M | 16M | 14.30 | |
| Broadcom (AVGO) | 8.4 | $190M | 659k | 287.86 | |
| Amazon (AMZN) | 8.0 | $182M | 96k | 1893.63 | |
| MercadoLibre (MELI) | 8.0 | $182M | 297k | 611.77 | |
| Forescout Technologies | 5.0 | $113M | 3.3M | 33.86 | |
| VMware | 4.6 | $105M | 630k | 167.21 | |
| Activision Blizzard | 4.3 | $98M | 2.1M | 47.20 | |
| Bilibili Ads (BILI) | 4.1 | $94M | 5.8M | 16.27 | |
| Uber Technologies (UBER) | 4.1 | $93M | 2.0M | 46.38 | |
| Interxion Holding | 3.7 | $84M | 1.1M | 76.09 | |
| Twilio Inc cl a (TWLO) | 3.7 | $83M | 611k | 136.35 | |
| Marvell Technology Group | 3.5 | $80M | 3.4M | 23.87 | |
| Square Inc cl a (SQ) | 3.5 | $79M | 1.1M | 72.53 | |
| Zendesk | 3.1 | $71M | 797k | 89.03 | |
| Mattel (MAT) | 2.7 | $61M | 5.4M | 11.21 | |
| REPCOM cla | 2.6 | $60M | 853k | 69.69 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 2.4 | $55M | 803k | 68.29 | |
| Sailpoint Technlgies Hldgs I | 2.2 | $49M | 2.4M | 20.04 | |
| Electronic Arts (EA) | 2.1 | $47M | 468k | 101.26 | |
| Outfront Media (OUT) | 1.8 | $41M | 1.6M | 25.79 | |
| Verint Systems (VRNT) | 1.3 | $29M | 534k | 53.78 | |
| Realreal (REAL) | 0.4 | $9.7M | 336k | 28.90 |
