Jericho Capital Asset Management
Latest statistics and disclosures from Jericho Capital Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ADI, Sea Ltd Adr Isin Us81141r1005 adr, VMW, Servicenow, Forescout Technologies Inc., and represent 36.94% of Jericho Capital Asset Management's stock portfolio.
- Added to shares of these 10 stocks: ADI (+$192.12M), Sea Ltd Adr Isin Us81141r1005 adr (+$142.74M), Square Inc cl a (+$122.84M), MELI (+$109.16M), Jd (+$100.54M), MU (+$94.94M), Forescout Technologies Inc. (+$92.08M), Interxion Holding N.v shs (+$81.41M), Fox Corp (+$78.78M), Keysight Technologies (+$70.45M).
- Started 17 new stock positions in AMD, MU, Arista Networks, New Relic, Sailpoint Technlgies Hldgs I, ADI, Yandex Nv-a, Keysight Technologies, Fox Corp, Lyft Inc. MELI, Interxion Holding N.v shs, Sirius Xm Holdings, Square Inc cl a, Trade Desk, SGMS, Jd.
- Reduced shares in these 10 stocks: XLNX (-$104.99M), VMW (-$93.95M), Bilibili Ads (-$83.42M), Palo Alto Networks (-$60.08M), , NVDA (-$47.26M), , Zillow Group Inc Cl C Cap Stk stock (-$32.96M), Altice Usa Inc cl a (-$26.95M), Tableau Software Inc Cl A (-$20.85M).
- Sold out of its positions in Altice Usa Inc cl a, NTES, NVDA, Palo Alto Networks, Zillow Group Inc Cl C Cap Stk stock, Mellanox Technologies Ltd.
- Jericho Capital Asset Management was a net buyer of stock by $951.36M.
- Jericho Capital Asset Management has $2.21B in assets under management (AUM), growing by 124.94%.
Companies in the Jericho Capital Asset Management portfolio as of March 2019 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Analog Devices (ADI) | 8.69 | 1.82M | NEW | 105.27 |
| Sea Ltd Adr Isin Us81141r1005 adr | 8.28 | 7.79M | +352% | 23.52 |
| VMware (VMW) | 8.04 | 984658 | -34% | 180.51 |
| Servicenow | 6.08 | 545642 | -11% | 246.49 |
| Forescout Technologies Inc. | 5.85 | 3.09M | +246% | 41.91 |
| Square Inc cl a | 5.55 | 1.64M | NEW | 74.92 |
| MercadoLibre (MELI) | 4.94 | 215000 | NEW | 507.73 |
| Jd | 4.55 | 3.33M | NEW | 30.15 |
| Zendesk | 4.36 | 1.13M | +15% | 85.00 |
| Micron Technology (MU) | 4.29 | 2.30M | NEW | 41.33 |
| Interxion Holding N.v shs | 3.68 | 1.22M | NEW | 66.73 |
| Fox Corp | 3.56 | 2.15M | NEW | 36.71 |
| Keysight Technologies | 3.19 | 807900 | NEW | 87.20 |
| Sailpoint Technlgies Hldgs I | 3.18 | 2.45M | NEW | 28.72 |
| Sirius Xm Holdings | 2.94 | 11.46M | NEW | 5.67 |
| Arista Networks | 2.72 | 191000 | NEW | 314.46 |
| Advanced Micro Devices (AMD) | 2.68 | 2.32M | NEW | 25.52 |
| Tableau Software Inc Cl A | 2.35 | 408477 | -28% | 127.28 |
| Twilio Inc cl a | 2.16 | 369500 | -9% | 129.18 |
| Bilibili Ads | 2.13 | 2.49M | -63% | 18.95 |
| New Relic | 2.10 | 469968 | NEW | 98.70 |
| Yandex Nv-a | 2.00 | 1.29M | NEW | 34.34 |
| Scientific Games (SGMS) | 1.91 | 2.07M | NEW | 20.42 |
| Xilinx (XLNX) | 1.60 | 279635 | -74% | 126.79 |
| Trade Desk | 1.59 | 178000 | NEW | 197.95 |
| Huya Inc ads rep shs a | 1.37 | 1.08M | +15% | 28.13 |
| Lyft Inc | 0.21 | 60000 | NEW | 78.28 |
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Past 13F-HR SEC Filings by Jericho Capital Asset Management
- Jericho Capital Asset Management 2018 Q4 filed Feb. 14, 2019
- Jericho Capital Asset Management 2018 Q3 filed Nov. 14, 2018
- Jericho Capital Asset Management 2018 Q2 filed Aug. 14, 2018
- Jericho Capital Asset Management 2018 Q1 filed May 15, 2018
- Jericho Capital Asset Management 2017 Q4 filed Feb. 14, 2018
- Jericho Capital Asset Management 2017 Q3 filed Nov. 14, 2017
- Jericho Capital Asset Management 2017 Q2 filed Aug. 14, 2017
- Jericho Capital Asset Management 2017 Q1 filed May 15, 2017
- Jericho Capital Asset Management 2016 Q4 filed Feb. 14, 2017
- Jericho Capital Asset Management 2016 Q3 filed Nov. 14, 2016
- Jericho Capital Asset Management 2016 Q2 filed Aug. 15, 2016
- Jericho Capital Asset Management 2016 Q1 filed May 16, 2016
- Jericho Capital Asset Management 2015 Q4 filed Feb. 16, 2016
- Jericho Capital Asset Management 2015 Q3 filed Nov. 16, 2015
- Jericho Capital Asset Management 2015 Q2 amended filed Oct. 5, 2015
- Jericho Capital Asset Management 2015 Q1 filed May 15, 2015
- Jericho Capital Asset Management 2014 Q4 filed Feb. 17, 2015
- Jericho Capital Asset Management 2014 Q3 filed Nov. 14, 2014
- Jericho Capital Asset Management 2014 Q2 filed Aug. 14, 2014