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 |