Jericho Capital Asset Management as of Sept. 30, 2018
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 23 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Momo | 9.5 | $223M | 5.1M | 43.80 | |
VMware | 9.3 | $218M | 1.4M | 156.06 | |
Spotify Technology Sa (SPOT) | 7.9 | $186M | 1.0M | 180.83 | |
Tableau Software Inc Cl A | 6.4 | $150M | 1.3M | 111.74 | |
Xilinx | 6.0 | $140M | 1.7M | 80.17 | |
Netflix (NFLX) | 5.9 | $139M | 372k | 374.13 | |
Take-Two Interactive Software (TTWO) | 5.8 | $136M | 987k | 137.99 | |
Zendesk | 5.0 | $117M | 1.6M | 71.00 | |
Metropcs Communications (TMUS) | 4.6 | $108M | 1.5M | 70.18 | |
Match | 4.5 | $107M | 1.8M | 57.91 | |
Madison Square Garden Cl A (MSGS) | 4.3 | $100M | 318k | 315.32 | |
Fortinet (FTNT) | 4.0 | $93M | 1.0M | 92.27 | |
Comcast Corporation (CMCSA) | 3.6 | $84M | 2.4M | 35.41 | |
Ellie Mae | 3.0 | $72M | 756k | 94.77 | |
Alteryx (AYX) | 3.0 | $70M | 1.2M | 57.21 | |
MercadoLibre (MELI) | 2.8 | $65M | 191k | 340.47 | |
stock (SPLK) | 2.8 | $65M | 536k | 120.91 | |
2.6 | $62M | 2.2M | 28.46 | ||
Forescout Technologies | 2.0 | $46M | 1.2M | 37.76 | |
Pivotal Software Inc ordinary shares | 1.9 | $46M | 2.3M | 19.58 | |
Bilibili Ads (BILI) | 1.9 | $45M | 3.3M | 13.48 | |
Mellanox Technologies | 1.8 | $43M | 583k | 73.45 | |
Sendgrid | 1.4 | $32M | 861k | 36.79 |