Jericho Capital Asset Management as of March 31, 2016
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 33 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cablevision Systems Corporation | 18.0 | $370M | 11M | 33.00 | |
| Yahoo! | 6.0 | $123M | 3.4M | 36.81 | |
| Level 3 Communications | 5.3 | $108M | 2.0M | 52.85 | |
| Apple (AAPL) | 4.8 | $99M | 904k | 108.99 | |
| Netflix (NFLX) | 4.6 | $94M | 920k | 102.23 | |
| Zendesk | 4.5 | $93M | 4.4M | 20.93 | |
| Proofpoint | 3.7 | $76M | 1.4M | 53.78 | |
| Las Vegas Sands (LVS) | 3.5 | $73M | 1.4M | 51.68 | |
| Facebook Inc cl a (META) | 3.5 | $73M | 639k | 114.10 | |
| Metropcs Communications (TMUS) | 3.5 | $72M | 1.9M | 38.30 | |
| Alibaba Group Holding (BABA) | 3.3 | $67M | 851k | 79.03 | |
| Equinix (EQIX) | 3.2 | $66M | 200k | 330.71 | |
| McDonald's Corporation (MCD) | 3.0 | $63M | 498k | 125.68 | |
| Charter Communications | 2.5 | $52M | 258k | 202.43 | |
| MercadoLibre (MELI) | 2.5 | $52M | 442k | 117.85 | |
| Arris | 2.5 | $51M | 2.2M | 22.92 | |
| Infinera (INFN) | 2.4 | $48M | 3.0M | 16.06 | |
| Coach | 2.2 | $46M | 1.1M | 40.09 | |
| Wynn Resorts (WYNN) | 2.2 | $45M | 480k | 93.43 | |
| Dollar General (DG) | 2.1 | $42M | 493k | 85.60 | |
| Amazon (AMZN) | 2.0 | $42M | 70k | 593.64 | |
| Madison Square Garden Cl A (MSGS) | 2.0 | $41M | 249k | 166.36 | |
| Activision Blizzard | 1.6 | $34M | 990k | 33.84 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.6 | $32M | 2.5M | 12.88 | |
| Nxp Semiconductors N V (NXPI) | 1.5 | $31M | 384k | 81.07 | |
| stock | 1.4 | $29M | 588k | 48.93 | |
| Rovi Corporation | 1.3 | $27M | 1.3M | 20.51 | |
| Kate Spade & Co | 1.1 | $22M | 845k | 25.52 | |
| 58 Com Inc spon adr rep a | 1.0 | $21M | 381k | 55.65 | |
| Advance Auto Parts (AAP) | 1.0 | $21M | 129k | 160.34 | |
| ON Semiconductor (ON) | 1.0 | $21M | 2.1M | 9.59 | |
| Six Flags Entertainment (SIX) | 0.5 | $10M | 188k | 55.49 | |
| Mindbody | 0.5 | $9.3M | 700k | 13.33 |
