Jericho Capital Asset Management

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
Twitter 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