Jericho Capital Asset Management as of March 31, 2013
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 34 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| McGraw-Hill Companies | 7.3 | $71M | 1.4M | 52.08 | |
| Yahoo! | 5.8 | $56M | 2.4M | 23.53 | |
| Sirius XM Radio | 5.5 | $53M | 17M | 3.08 | |
| Melco Crown Entertainment (MLCO) | 5.2 | $50M | 2.1M | 23.35 | |
| Pandora Media | 5.0 | $48M | 3.4M | 14.16 | |
| Equinix | 5.0 | $48M | 221k | 216.31 | |
| Las Vegas Sands (LVS) | 4.9 | $47M | 833k | 56.35 | |
| 4.8 | $46M | 58k | 794.19 | ||
| Informatica Corporation | 4.6 | $44M | 1.3M | 34.47 | |
| Cogent Communications (CCOI) | 3.9 | $37M | 1.4M | 26.40 | |
| Tripadvisor (TRIP) | 3.8 | $37M | 697k | 52.52 | |
| Netflix (NFLX) | 3.8 | $37M | 193k | 189.28 | |
| Nxp Semiconductors N V (NXPI) | 3.5 | $34M | 1.1M | 30.29 | |
| Tim Participacoes Sa- | 3.0 | $28M | 1.3M | 21.88 | |
| MercadoLibre (MELI) | 2.6 | $25M | 258k | 96.56 | |
| Alcatel-Lucent | 2.6 | $25M | 19M | 1.33 | |
| Citrix Systems | 2.5 | $24M | 333k | 72.15 | |
| VMware | 2.5 | $24M | 303k | 78.88 | |
| Qualcomm (QCOM) | 2.5 | $24M | 354k | 66.94 | |
| Fortinet (FTNT) | 2.4 | $23M | 970k | 23.68 | |
| Valassis Communications | 2.3 | $22M | 744k | 29.87 | |
| ON Semiconductor (ON) | 2.1 | $20M | 2.5M | 8.28 | |
| Verint Systems (VRNT) | 2.1 | $20M | 552k | 36.55 | |
| Nice Systems (NICE) | 1.6 | $16M | 432k | 36.83 | |
| Calix (CALX) | 1.6 | $16M | 1.9M | 8.15 | |
| Juniper Networks (JNPR) | 1.6 | $15M | 816k | 18.54 | |
| Aruba Networks | 1.4 | $14M | 560k | 24.74 | |
| LogMeIn | 1.4 | $13M | 698k | 19.22 | |
| Spreadtrum Communications | 1.2 | $12M | 578k | 20.51 | |
| Moody's Corporation (MCO) | 1.1 | $11M | 198k | 53.32 | |
| Annie's | 1.0 | $9.8M | 256k | 38.26 | |
| Vodafone | 0.9 | $8.3M | 294k | 28.40 | |
| CommVault Systems (CVLT) | 0.5 | $4.9M | 59k | 81.99 | |
| WebMD Health | 0.0 | $243k | 10k | 24.30 |
