Jericho Capital Asset Management as of Sept. 30, 2016
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 35 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 2000 Index (IWM) | 19.9 | $497M | 4.0M | 124.21 | |
| Alibaba Group Holding (BABA) | 8.6 | $214M | 2.0M | 105.79 | |
| Electronic Arts (EA) | 8.4 | $211M | 2.5M | 85.40 | |
| Marvell Technology Group | 5.8 | $144M | 11M | 13.27 | |
| Alphabet Inc Class A cs (GOOGL) | 4.4 | $110M | 137k | 804.06 | |
| Qualcomm (QCOM) | 4.3 | $107M | 1.6M | 68.50 | |
| MercadoLibre (MELI) | 3.4 | $85M | 459k | 184.97 | |
| Arris | 3.3 | $83M | 2.9M | 28.33 | |
| Metropcs Communications (TMUS) | 3.0 | $74M | 1.6M | 46.72 | |
| Nxp Semiconductors N V (NXPI) | 2.8 | $71M | 692k | 102.01 | |
| Servicenow (NOW) | 2.7 | $68M | 852k | 79.15 | |
| Sprint | 2.7 | $68M | 10M | 6.63 | |
| salesforce (CRM) | 2.6 | $65M | 913k | 71.33 | |
| Kellogg Company (K) | 2.5 | $63M | 811k | 77.47 | |
| Advance Auto Parts (AAP) | 2.4 | $59M | 397k | 149.12 | |
| stock | 2.1 | $54M | 914k | 58.68 | |
| Broad | 1.9 | $47M | 275k | 172.52 | |
| Advanced Micro Devices (AMD) | 1.9 | $46M | 6.7M | 6.91 | |
| Stamps | 1.8 | $44M | 462k | 94.51 | |
| Macy's (M) | 1.6 | $39M | 1.0M | 37.05 | |
| Madison Square Garden Cl A (MSGS) | 1.5 | $39M | 227k | 169.41 | |
| Micron Technology (MU) | 1.3 | $33M | 1.9M | 17.78 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.3 | $32M | 117k | 269.97 | |
| Autohome Inc- (ATHM) | 1.2 | $31M | 1.3M | 24.25 | |
| Pinnacle Foods Inc De | 1.1 | $29M | 575k | 50.17 | |
| Washington Prime (WB) | 1.0 | $26M | 514k | 50.14 | |
| Computer Sciences Corporation | 1.0 | $25M | 484k | 52.21 | |
| Via | 1.0 | $24M | 634k | 38.10 | |
| Zendesk | 0.9 | $23M | 748k | 30.71 | |
| Palo Alto Networks (PANW) | 0.9 | $22M | 139k | 159.33 | |
| Fireeye | 0.9 | $22M | 1.5M | 14.73 | |
| Seaworld Entertainment (PRKS) | 0.8 | $21M | 1.5M | 13.48 | |
| Monster Worldwide | 0.4 | $9.8M | 2.7M | 3.61 | |
| Fossil (FOSL) | 0.4 | $9.5M | 343k | 27.77 | |
| Rackspace Hosting | 0.2 | $4.8M | 150k | 31.69 |
