Jericho Capital Asset Management

Jericho Capital Asset Management as of Dec. 31, 2014

Portfolio Holdings for Jericho Capital Asset Management

Jericho Capital Asset Management holds 37 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MercadoLibre (MELI) 6.7 $104M 813k 127.67
Facebook Inc cl a (META) 6.6 $103M 1.3M 78.02
Moody's Corporation (MCO) 4.9 $76M 791k 95.81
Tim Participacoes Sa- 4.6 $71M 3.2M 22.21
Yahoo! 4.4 $68M 1.4M 50.51
Tableau Software Inc Cl A 4.2 $66M 773k 84.76
Criteo Sa Ads (CRTO) 4.2 $64M 1.6M 40.42
Alibaba Group Holding (BABA) 4.1 $64M 613k 103.94
Time Warner Cable 4.0 $62M 405k 152.06
Amazon (AMZN) 3.7 $58M 186k 310.35
Brunswick Corporation (BC) 3.4 $53M 1.0M 51.26
Sotheby's 3.3 $52M 1.2M 43.18
Applied Materials (AMAT) 3.3 $51M 2.0M 24.92
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 3.1 $49M 2.5M 19.54
FleetCor Technologies (FLT) 3.1 $47M 318k 148.71
Bankrate 2.8 $44M 3.5M 12.43
Apollo 2.8 $43M 1.3M 34.11
Melco Crown Entertainment (MLCO) 2.4 $38M 1.5M 25.40
Hertz Global Holdings 2.4 $38M 1.5M 24.94
Broadcom Corporation 2.2 $35M 796k 43.33
Fireeye 2.1 $33M 1.0M 31.58
Linkedin Corp 2.1 $33M 142k 229.71
Groupon 1.9 $30M 3.6M 8.26
SBA Communications Corporation 1.9 $29M 266k 110.76
Cogent Communications (CCOI) 1.9 $29M 808k 35.39
Vimpel 1.8 $28M 6.7M 4.17
Madison Square Garden 1.8 $28M 370k 75.26
ON Semiconductor (ON) 1.6 $25M 2.5M 10.13
Pandora Media 1.3 $19M 1.1M 17.83
King Digital Entertainment 1.1 $18M 1.1M 15.36
Fortinet (FTNT) 1.1 $18M 571k 30.66
Qihoo 360 Technologies Co Lt 1.1 $16M 285k 57.26
Endurance Intl Group Hldgs I 1.0 $15M 800k 18.43
Channeladvisor 0.9 $14M 665k 21.58
Zendesk 0.8 $12M 472k 24.37
Himax Technologies (HIMX) 0.6 $9.9M 1.2M 8.06
Infinera (INFN) 0.3 $5.2M 356k 14.72