Jericho Capital Asset Management as of Dec. 31, 2017
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 30 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp (SBAC) | 7.7 | $147M | 901k | 163.36 | |
| VMware | 7.5 | $143M | 1.1M | 125.32 | |
| Alibaba Group Holding (BABA) | 7.3 | $139M | 807k | 172.43 | |
| Stamps | 5.9 | $114M | 605k | 188.00 | |
| New Oriental Education & Tech | 5.7 | $110M | 1.2M | 94.00 | |
| Groupon | 5.6 | $107M | 21M | 5.10 | |
| Red Hat | 5.1 | $97M | 811k | 120.10 | |
| Paypal Holdings (PYPL) | 4.8 | $93M | 1.3M | 73.62 | |
| 4.4 | $85M | 3.5M | 24.01 | ||
| Match | 4.3 | $83M | 2.7M | 31.31 | |
| Tableau Software Inc Cl A | 3.4 | $66M | 953k | 69.20 | |
| Marvell Technology Group | 3.0 | $58M | 2.7M | 21.47 | |
| Altice Usa Inc cl a (ATUS) | 3.0 | $57M | 2.7M | 21.23 | |
| Yandex Nv-a (NBIS) | 2.9 | $56M | 1.7M | 32.75 | |
| Palo Alto Networks (PANW) | 2.9 | $56M | 387k | 144.94 | |
| Ilg | 2.9 | $56M | 2.0M | 28.48 | |
| Universal Display Corporation (OLED) | 2.9 | $55M | 316k | 172.65 | |
| 58 Com Inc spon adr rep a | 2.2 | $43M | 602k | 71.57 | |
| Okta Inc cl a (OKTA) | 2.2 | $43M | 1.7M | 25.61 | |
| Servicenow (NOW) | 1.9 | $37M | 280k | 130.39 | |
| Snap Inc cl a (SNAP) | 1.9 | $36M | 2.5M | 14.61 | |
| Ellie Mae | 1.8 | $35M | 395k | 89.40 | |
| NetApp (NTAP) | 1.7 | $33M | 588k | 55.32 | |
| ViaSat (VSAT) | 1.6 | $30M | 397k | 74.85 | |
| Mellanox Technologies | 1.5 | $28M | 433k | 64.70 | |
| Asml Holding (ASML) | 1.4 | $28M | 158k | 173.82 | |
| Ambarella (AMBA) | 1.4 | $27M | 461k | 58.75 | |
| Monotype Imaging Holdings | 1.0 | $19M | 798k | 24.10 | |
| ON Semiconductor (ON) | 1.0 | $19M | 886k | 20.94 | |
| Sinclair Broadcast | 1.0 | $19M | 488k | 37.85 |
