Jericho Capital Asset Management as of March 31, 2015
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 33 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Jd (JD) | 8.6 | $129M | 4.4M | 29.38 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 8.0 | $121M | 4.1M | 29.44 | |
Facebook Inc cl a (META) | 7.1 | $107M | 1.3M | 82.22 | |
Sotheby's | 6.5 | $98M | 2.3M | 42.26 | |
Madison Square Garden | 4.7 | $72M | 846k | 84.65 | |
Amazon (AMZN) | 4.7 | $70M | 189k | 372.10 | |
Tableau Software Inc Cl A | 4.7 | $70M | 758k | 92.52 | |
Criteo Sa Ads (CRTO) | 4.4 | $67M | 1.7M | 39.50 | |
Zendesk | 4.3 | $65M | 2.8M | 22.69 | |
Las Vegas Sands (LVS) | 4.1 | $62M | 1.1M | 55.04 | |
Endurance Intl Group Hldgs I | 3.2 | $49M | 2.6M | 19.06 | |
Brunswick Corporation (BC) | 3.2 | $48M | 929k | 51.45 | |
qunar Cayman Is Ltd spns adr cl b | 2.9 | $43M | 1.0M | 41.25 | |
ON Semiconductor (ON) | 2.8 | $42M | 3.5M | 12.11 | |
Infinera (INFN) | 2.7 | $41M | 2.1M | 19.67 | |
MercadoLibre (MELI) | 2.7 | $40M | 329k | 122.52 | |
REPCOM cla | 2.7 | $40M | 736k | 54.55 | |
Applied Materials (AMAT) | 2.5 | $39M | 1.7M | 22.56 | |
Palo Alto Networks (PANW) | 2.2 | $34M | 230k | 146.08 | |
Zebra Technologies (ZBRA) | 2.2 | $34M | 370k | 90.71 | |
Vimpel | 2.2 | $33M | 6.3M | 5.24 | |
Charter Communications | 2.0 | $31M | 160k | 193.11 | |
Broadcom Corporation | 2.0 | $30M | 696k | 43.29 | |
Servicenow (NOW) | 1.7 | $26M | 330k | 78.78 | |
Tim Participacoes Sa- | 1.7 | $26M | 1.5M | 16.58 | |
Fortinet (FTNT) | 1.4 | $22M | 617k | 34.95 | |
Sohu | 1.4 | $21M | 399k | 53.33 | |
Bankrate | 1.4 | $21M | 1.9M | 11.34 | |
Proofpoint | 1.2 | $18M | 299k | 59.22 | |
Rovi Corporation | 0.4 | $5.7M | 311k | 18.21 | |
Gaming & Leisure Pptys (GLPI) | 0.2 | $3.6M | 97k | 36.88 | |
Momo | 0.2 | $3.3M | 308k | 10.60 | |
Six Flags Entertainment (SIX) | 0.0 | $345k | 7.1k | 48.43 |