Jericho Capital Asset Management

Jericho Capital Asset Management as of March 31, 2012

Portfolio Holdings for Jericho Capital Asset Management

Jericho Capital Asset Management holds 28 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Equinix 11.9 $51M 321k 157.45
Spreadtrum Communications 7.3 $31M 1.9M 16.50
Ezchip Semiconductor Lt 6.6 $28M 646k 43.33
Level 3 Communications 5.0 $21M 823k 25.73
MGM Resorts International. (MGM) 4.8 $21M 1.5M 13.62
TiVo 4.5 $19M 1.6M 11.99
Qihoo 360 Technologies Co Lt 4.3 $18M 748k 24.45
LogMeIn 4.2 $18M 499k 35.23
OCZ Technology 4.0 $17M 2.5M 6.98
Cogent Communications (CCOI) 3.9 $17M 875k 19.08
21vianet Group (VNET) 3.9 $17M 1.5M 11.35
Charter Communications 3.7 $16M 248k 63.45
SouFun Holdings 3.1 $13M 704k 18.92
Marvell Technology Group 3.1 $13M 838k 15.73
Dice Holdings 3.1 $13M 1.4M 9.33
Ciena Corporation (CIEN) 2.6 $11M 678k 16.19
TriQuint Semiconductor 2.5 $11M 1.5M 6.90
Cirrus Logic (CRUS) 2.5 $11M 443k 23.80
Calix (CALX) 2.5 $11M 1.2M 8.53
Emulex Corporation 2.3 $9.9M 953k 10.38
Fusion-io 2.3 $9.9M 348k 28.41
LeapFrog Enterprises 2.2 $9.4M 1.1M 8.36
Aruba Networks 2.1 $8.8M 397k 22.28
Micron Technology (MU) 2.1 $8.7M 1.1M 8.10
Silicon Motion Technology (SIMO) 2.0 $8.7M 447k 19.37
Pandora Media 2.0 $8.6M 845k 10.21
CENTRAL EUROPEAN MEDIA Enterpr Com Stk 0.6 $2.5M 358k 7.10
Entravision Communication (EVC) 0.5 $2.2M 1.3M 1.71