Jericho Capital Asset Management as of June 30, 2015
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 28 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu Spon Adr Rep A (BIDU) | 15.0 | $238M | 1.2M | 199.08 | |
| JD Spon Adr Cl A (JD) | 7.7 | $122M | 3.6M | 34.10 | |
| Sotheby's | 6.6 | $105M | 2.3M | 45.24 | |
| Facebook Cl A (META) | 6.1 | $96M | 1.1M | 85.77 | |
| Criteo S A Spons Ads (CRTO) | 5.6 | $89M | 1.9M | 47.67 | |
| Amazon (AMZN) | 5.2 | $82M | 189k | 434.09 | |
| Level 3 Communications Com New | 4.8 | $77M | 1.5M | 52.67 | |
| Zendesk | 4.8 | $76M | 3.4M | 22.21 | |
| Netflix (NFLX) | 3.9 | $61M | 93k | 656.94 | |
| Zebra Technologies Corp Cl A (ZBRA) | 3.8 | $60M | 539k | 111.05 | |
| Qunar Cayman Is Spns Adr Cl B | 3.4 | $54M | 1.2M | 42.85 | |
| ON Semiconductor (ON) | 3.1 | $49M | 4.2M | 11.69 | |
| Endurance Intl Group Hldgs I | 3.0 | $48M | 2.3M | 20.66 | |
| Proofpoint | 2.9 | $46M | 728k | 63.67 | |
| Vimpelcom Sponsored Adr | 2.7 | $43M | 8.7M | 4.97 | |
| Dish Network Corp Cl A | 2.7 | $43M | 632k | 67.71 | |
| Gogo (GOGO) | 2.5 | $40M | 1.8M | 21.43 | |
| Pinnacle Entertainment | 2.3 | $37M | 988k | 37.28 | |
| Arris | 2.3 | $36M | 1.2M | 30.60 | |
| Tableau Software Cl A | 2.2 | $35M | 301k | 115.30 | |
| Infinera (INFN) | 1.8 | $28M | 1.3M | 20.98 | |
| Ye Cl A Put Option (YELP) | 1.8 | $28M | 650k | 43.03 | |
| Momo Adr | 1.6 | $25M | 1.5M | 16.10 | |
| Infoblox | 1.1 | $18M | 673k | 26.21 | |
| Cree | 1.0 | $16M | 622k | 26.03 | |
| King Digital Entmt Ord Shs | 0.8 | $12M | 854k | 14.25 | |
| Frontier Communications Put Option | 0.7 | $12M | 2.3M | 4.95 | |
| Mindbody Com Cl A | 0.6 | $9.7M | 700k | 13.83 |
