Jericho Capital Asset Management as of March 31, 2014
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 23 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 9.8 | $140M | 1.8M | 79.32 | |
| Yahoo! | 9.7 | $138M | 3.8M | 35.90 | |
| Facebook Inc cl a (META) | 7.2 | $103M | 1.7M | 60.24 | |
| WebMD Health | 7.2 | $103M | 2.5M | 41.40 | |
| Hertz Global Holdings | 6.3 | $90M | 3.4M | 26.64 | |
| Qihoo 360 Technologies Co Lt | 6.2 | $88M | 886k | 99.58 | |
| Tripadvisor (TRIP) | 6.1 | $86M | 952k | 90.59 | |
| Pandora Media | 5.5 | $79M | 2.6M | 30.32 | |
| SBA Communications Corporation | 5.5 | $79M | 867k | 90.96 | |
| Cogent Communications (CCOI) | 4.9 | $69M | 1.9M | 35.53 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.2 | $61M | 405k | 149.30 | |
| MercadoLibre (MELI) | 3.7 | $53M | 556k | 95.11 | |
| Blackberry (BB) | 3.5 | $49M | 6.1M | 8.08 | |
| Melco Crown Entertainment (MLCO) | 3.3 | $47M | 1.2M | 38.65 | |
| Bankrate | 3.0 | $42M | 2.5M | 16.94 | |
| Tableau Software Inc Cl A | 2.7 | $39M | 512k | 76.08 | |
| NCR Corporation (VYX) | 2.6 | $38M | 1.0M | 36.55 | |
| 58 Com Inc spon adr rep a | 2.6 | $37M | 894k | 41.63 | |
| Vodafone Group New Adr F (VOD) | 2.6 | $37M | 1.0M | 36.81 | |
| Channeladvisor | 1.8 | $25M | 659k | 37.74 | |
| Metropcs Communications (TMUS) | 0.5 | $7.7M | 234k | 33.03 | |
| Rocket Fuel | 0.5 | $6.9M | 161k | 42.88 | |
| Blucora | 0.4 | $6.3M | 319k | 19.69 |
