Jericho Capital Asset Management as of June 30, 2017
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 33 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stamps | 6.5 | $114M | 735k | 154.88 | |
| Pandora Media | 6.3 | $112M | 13M | 8.92 | |
| Marvell Technology Group | 5.8 | $102M | 6.2M | 16.52 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.8 | $101M | 300k | 336.85 | |
| Red Hat | 5.4 | $96M | 997k | 95.75 | |
| Time Warner | 5.3 | $93M | 930k | 100.41 | |
| Godaddy Inc cl a (GDDY) | 3.7 | $66M | 1.5M | 42.42 | |
| Liberty Media Corp Series C Li | 3.5 | $62M | 1.7M | 36.62 | |
| LogMeIn | 3.5 | $61M | 581k | 104.50 | |
| NetEase (NTES) | 3.5 | $61M | 202k | 300.63 | |
| Momo | 3.0 | $53M | 1.4M | 36.96 | |
| Broad | 3.0 | $52M | 223k | 233.05 | |
| Activision Blizzard | 2.9 | $51M | 885k | 57.57 | |
| Ultimate Software | 2.9 | $51M | 241k | 210.06 | |
| Symantec Corporation | 2.8 | $50M | 1.8M | 28.25 | |
| Lam Research Corporation (LRCX) | 2.8 | $49M | 347k | 141.43 | |
| Zendesk | 2.8 | $49M | 1.7M | 27.78 | |
| 58 Com Inc spon adr rep a | 2.6 | $46M | 1.1M | 44.11 | |
| Metropcs Communications (TMUS) | 2.6 | $46M | 753k | 60.62 | |
| Truecar (TRUE) | 2.6 | $45M | 2.3M | 19.93 | |
| Lendingclub | 2.1 | $36M | 6.6M | 5.51 | |
| Alibaba Group Holding (BABA) | 2.1 | $36M | 257k | 140.90 | |
| DISH Network | 2.0 | $36M | 567k | 62.76 | |
| Yandex Nv-a (YNDX) | 2.0 | $35M | 1.3M | 26.24 | |
| Cypress Semiconductor Corporation | 1.9 | $34M | 2.5M | 13.65 | |
| Tableau Software Inc Cl A | 1.9 | $33M | 545k | 61.27 | |
| Altice Usa Inc cl a (ATUS) | 1.8 | $32M | 1.0M | 32.30 | |
| Universal Display Corporation (OLED) | 1.8 | $32M | 294k | 109.25 | |
| Coherent | 1.7 | $30M | 132k | 224.99 | |
| Sirius Xm Holdings (SIRI) | 1.6 | $27M | 5.0M | 5.47 | |
| Advanced Micro Devices (AMD) | 1.5 | $27M | 2.2M | 12.48 | |
| NVIDIA Corporation (NVDA) | 1.5 | $26M | 182k | 144.56 | |
| Impinj (PI) | 0.9 | $15M | 310k | 48.65 |
