Jericho Capital Asset Management as of Sept. 30, 2017
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 27 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Red Hat | 10.6 | $186M | 1.7M | 110.86 | |
| Stamps | 6.5 | $115M | 566k | 202.65 | |
| Pandora Media | 6.2 | $110M | 14M | 7.70 | |
| Yandex Nv-a (YNDX) | 5.4 | $95M | 2.9M | 32.95 | |
| Sba Communications Corp (SBAC) | 5.3 | $93M | 643k | 144.05 | |
| Liberty Media Corp Series C Li | 5.2 | $92M | 2.4M | 38.09 | |
| Godaddy Inc cl a (GDDY) | 5.2 | $91M | 2.1M | 43.51 | |
| Marvell Technology Group | 4.6 | $81M | 4.5M | 17.90 | |
| Universal Display Corporation (OLED) | 4.4 | $78M | 605k | 128.85 | |
| Alibaba Group Holding (BABA) | 4.4 | $77M | 445k | 172.71 | |
| 58 Com Inc spon adr rep a | 4.3 | $75M | 1.2M | 63.14 | |
| Tableau Software Inc Cl A | 3.8 | $67M | 890k | 74.89 | |
| Groupon | 3.7 | $65M | 13M | 5.20 | |
| LogMeIn | 3.3 | $58M | 528k | 110.05 | |
| Yelp Inc cl a (YELP) | 3.3 | $58M | 1.3M | 43.30 | |
| Fireeye | 3.2 | $57M | 3.4M | 16.77 | |
| Netflix (NFLX) | 3.2 | $56M | 311k | 181.35 | |
| Lendingclub | 2.9 | $51M | 8.4M | 6.09 | |
| NVIDIA Corporation (NVDA) | 2.2 | $40M | 222k | 178.77 | |
| Truecar (TRUE) | 2.2 | $40M | 2.5M | 15.79 | |
| Conduent Incorporate (CNDT) | 1.9 | $34M | 2.1M | 15.67 | |
| Asml Holding (ASML) | 1.7 | $30M | 176k | 171.20 | |
| New Oriental Education & Tech | 1.7 | $30M | 337k | 88.26 | |
| Xilinx | 1.6 | $29M | 403k | 70.83 | |
| Ilg | 1.1 | $20M | 731k | 26.73 | |
| Match | 1.0 | $18M | 785k | 23.19 | |
| REPCOM cla | 0.9 | $16M | 182k | 86.78 |
