Jericho Capital Asset Management as of Dec. 31, 2015
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 28 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cablevision Systems Corporation | 16.0 | $365M | 11M | 31.90 | |
| Avago Technologies | 5.7 | $131M | 900k | 145.15 | |
| Alphabet Inc Class A cs (GOOGL) | 5.4 | $122M | 157k | 778.01 | |
| qunar Cayman Is Ltd spns adr cl b | 5.2 | $120M | 2.3M | 52.74 | |
| Apple (AAPL) | 5.1 | $116M | 1.1M | 105.00 | |
| Zendesk | 4.9 | $112M | 4.2M | 26.44 | |
| Amazon (AMZN) | 4.8 | $110M | 163k | 675.89 | |
| McDonald's Corporation (MCD) | 4.5 | $103M | 874k | 118.14 | |
| Via | 4.0 | $90M | 2.2M | 41.16 | |
| Level 3 Communications | 3.8 | $87M | 1.6M | 54.36 | |
| Maxim Integrated Products | 3.3 | $76M | 2.0M | 38.00 | |
| Jd (JD) | 3.3 | $75M | 2.3M | 32.27 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.2 | $74M | 4.8M | 15.27 | |
| Activision Blizzard | 3.2 | $72M | 1.9M | 38.71 | |
| Arris | 2.9 | $65M | 2.1M | 30.57 | |
| Equinix (EQIX) | 2.9 | $65M | 216k | 302.40 | |
| Tableau Software Inc Cl A | 2.8 | $64M | 679k | 94.22 | |
| Infinera (INFN) | 2.7 | $62M | 3.4M | 18.12 | |
| Palo Alto Networks (PANW) | 2.7 | $62M | 351k | 176.14 | |
| Dick's Sporting Goods (DKS) | 2.6 | $60M | 1.7M | 35.35 | |
| Proofpoint | 2.4 | $54M | 823k | 65.01 | |
| Criteo Sa Ads (CRTO) | 2.2 | $50M | 1.3M | 39.60 | |
| Servicenow (NOW) | 1.8 | $42M | 485k | 86.56 | |
| Casey's General Stores (CASY) | 1.8 | $40M | 336k | 120.45 | |
| stock | 1.7 | $38M | 646k | 58.81 | |
| Mindbody | 0.5 | $11M | 700k | 15.13 | |
| Ctrip.com International | 0.4 | $9.6M | 208k | 46.33 | |
| Rovi Corporation | 0.2 | $4.9M | 292k | 16.66 |
