Jericho Capital Asset Management as of Sept. 30, 2014
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 29 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 7.3 | $116M | 1.1M | 108.65 | |
| Moody's Corporation (MCO) | 6.8 | $108M | 1.1M | 94.50 | |
| Facebook Inc cl a (META) | 6.6 | $105M | 1.3M | 79.04 | |
| Netflix (NFLX) | 5.9 | $93M | 207k | 451.18 | |
| Tableau Software Inc Cl A | 5.8 | $92M | 1.3M | 72.65 | |
| 5.3 | $85M | 1.6M | 51.58 | ||
| Alibaba Group Holding (BABA) | 5.0 | $80M | 902k | 88.85 | |
| Linkedin Corp | 5.0 | $80M | 383k | 207.79 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.9 | $78M | 411k | 189.01 | |
| Activision Blizzard | 4.6 | $74M | 3.5M | 20.79 | |
| Qihoo 360 Technologies Co Lt | 4.2 | $67M | 996k | 67.47 | |
| DISH Network | 3.7 | $59M | 918k | 64.58 | |
| Melco Crown Entertainment (MLCO) | 3.7 | $59M | 2.3M | 26.29 | |
| Cogent Communications (CCOI) | 3.2 | $51M | 1.5M | 33.61 | |
| PetSmart | 3.2 | $51M | 730k | 70.09 | |
| Zebra Technologies (ZBRA) | 3.1 | $49M | 693k | 70.97 | |
| SBA Communications Corporation | 2.7 | $44M | 394k | 110.90 | |
| Vimpel | 2.7 | $43M | 5.9M | 7.22 | |
| Criteo Sa Ads (CRTO) | 2.6 | $42M | 1.2M | 33.65 | |
| Broadcom Corporation | 2.6 | $41M | 1.0M | 40.42 | |
| Bankrate | 2.5 | $40M | 3.5M | 11.36 | |
| Jd (JD) | 2.1 | $34M | 1.3M | 25.82 | |
| Rackspace Hosting | 1.6 | $25M | 765k | 32.55 | |
| Yahoo! | 1.3 | $21M | 519k | 40.75 | |
| Channeladvisor | 0.9 | $14M | 837k | 16.40 | |
| Himax Technologies (HIMX) | 0.8 | $12M | 1.2M | 10.15 | |
| Grupo Televisa (TV) | 0.7 | $11M | 334k | 33.88 | |
| Zendesk | 0.6 | $10M | 472k | 21.59 | |
| IAC/InterActive | 0.6 | $9.8M | 149k | 65.90 |
