Jericho Capital Asset Management
Latest statistics and disclosures from Jericho Capital Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STMP, Pandora Media Inc, Marvell Technology Group Ltd, Charter Communications Inc New Cl A cl a, RHT, and represent 29.77% of Jericho Capital Asset Management's stock portfolio.
- Added to shares of these 10 stocks: Pandora Media Inc (+$111.60M), TWX (+$93.38M), Godaddy Inc cl a (+$65.67M), LOGM (+$60.76M), NTES (+$60.73M), Charter Communications Inc New Cl A cl a (+$52.55M), ULTI (+$50.62M), LRCX (+$49.08M), 58 Com Inc spon adr rep a (+$46.33M), Truecar (+$45.15M).
- Started 20 new stock positions in CY, AMD, NVDA, 58 Com Inc spon adr rep a, Yandex Nv-a, Altice Usa Inc cl a, Truecar, Alibaba Group Holding Ltd Spon, NTES, Godaddy Inc cl a. PANL, Tableau Software Inc Cl A, TWX, Pandora Media Inc, Sirius Xm Holdings, LOGM, ULTI, Impinj, COHR, LRCX.
- Reduced shares in these 10 stocks: , , Metropcs Communications (-$65.05M), MELI (-$50.16M), , ADI (-$48.18M), , TTWO (-$46.29M), Criteo Sa Ads (-$44.88M), EDU (-$44.20M).
- Sold out of its positions in ADI, Cavium Inc, Cincinnati Bell, CSC, Criteo Sa Ads, CTRP, Expedia, Facebook Inc cl a, MELI, MBT. EDU, Proofpoint, Servicenow, TTWO, Tribune Co New Cl A.
- Jericho Capital Asset Management was a net buyer of stock by $273.44M.
- Jericho Capital Asset Management has $1.76B in assets under management (AUM), growing by 22.35%.
Companies in the Jericho Capital Asset Management portfolio as of June 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Stamps (STMP) | 6.47 | 734751 | +23% | 154.88 |
| Pandora Media Inc | 6.35 | 12.51M | NEW | 8.92 |
| Marvell Technology Group Ltd | 5.78 | 6.15M | +5% | 16.52 |
| Charter Communications Inc New Cl A cl a | 5.75 | 300000 | +108% | 336.85 |
| Red Hat (RHT) | 5.43 | 997017 | -7% | 95.75 |
| Time Warner (TWX) | 5.31 | 930000 | NEW | 100.41 |
| Godaddy Inc cl a | 3.73 | 1.55M | NEW | 42.42 |
| Liberty Media Corp Series C Li | 3.54 | 1.70M | +101% | 36.62 |
| LogMeIn (LOGM) | 3.46 | 581392 | NEW | 104.50 |
| NetEase (NTES) | 3.45 | 202000 | NEW | 300.63 |
| Momo | 3.01 | 1.43M | -35% | 36.96 |
| Broad | 2.96 | 223000 | +5% | 233.05 |
| Activision Blizzard (ATVI) | 2.90 | 885000 | -6% | 57.57 |
| Ultimate Software (ULTI) | 2.88 | 241000 | NEW | 210.06 |
| Symantec Corporation (SYMC) | 2.84 | 1.77M | +40% | 28.25 |
| Lam Research Corporation (LRCX) | 2.79 | 347000 | NEW | 141.43 |
| Zendesk | 2.76 | 1.75M | -29% | 27.78 |
| 58 Com Inc spon adr rep a | 2.63 | 1.05M | NEW | 44.11 |
| Metropcs Communications | 2.59 | 752471 | -58% | 60.62 |
| Truecar | 2.57 | 2.27M | NEW | 19.93 |
| Lendingclub | 2.07 | 6.60M | +11% | 5.51 |
| Alibaba Group Holding Ltd Spon | 2.06 | 257000 | NEW | 140.90 |
| DISH Network (DISH) | 2.02 | 566762 | -24% | 62.76 |
| Yandex Nv-a | 2.01 | 1.35M | NEW | 26.24 |
| Cypress Semiconductor Corporation (CY) | 1.95 | 2.51M | NEW | 13.65 |
| Tableau Software Inc Cl A | 1.90 | 544495 | NEW | 61.27 |
| Altice Usa Inc cl a | 1.84 | 1000000 | NEW | 32.30 |
| Universal Display Corporation (PANL) | 1.83 | 294000 | NEW | 109.25 |
| Coherent (COHR) | 1.69 | 132000 | NEW | 224.99 |
| Sirius Xm Holdings | 1.55 | 4.99M | NEW | 5.47 |
| Advanced Micro Devices (AMD) | 1.54 | 2.16M | NEW | 12.48 |
| NVIDIA Corporation (NVDA) | 1.50 | 182000 | NEW | 144.56 |
| Impinj | 0.86 | 309493 | NEW | 48.65 |
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Past 13F-HR SEC Filings by Jericho Capital Asset Management
- 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
- Jericho Capital Asset Management 2014 Q1 filed May 15, 2014
- Jericho Capital Asset Management 2013 Q4 filed Feb. 14, 2014
- Jericho Capital Asset Management 2013 Q3 filed Nov. 14, 2013
- Jericho Capital Asset Management 2013 Q2 filed Aug. 14, 2013
- Jericho Capital Asset Management 2013 Q1 filed May 15, 2013
- Jericho Capital Asset Management 2012 Q4 filed Feb. 14, 2013
- Jericho Capital Asset Management 2012 Q3 filed Nov. 14, 2012