Jericho Capital Asset Management as of Dec. 31, 2018
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 16 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| VMware | 21.0 | $206M | 1.5M | 137.13 | |
| Servicenow (NOW) | 11.1 | $109M | 614k | 178.05 | |
| Bilibili Ads (BILI) | 10.2 | $101M | 6.9M | 14.59 | |
| Xilinx | 9.6 | $94M | 1.1M | 85.17 | |
| Tableau Software Inc Cl A | 7.0 | $69M | 572k | 120.00 | |
| Palo Alto Networks (PANW) | 6.1 | $60M | 319k | 188.35 | |
| Zendesk | 5.8 | $58M | 985k | 58.37 | |
| NetEase (NTES) | 4.9 | $48M | 203k | 235.37 | |
| NVIDIA Corporation (NVDA) | 4.8 | $47M | 354k | 133.50 | |
| Mellanox Technologies | 3.9 | $38M | 411k | 92.38 | |
| Twilio Inc cl a (TWLO) | 3.7 | $36M | 407k | 89.30 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 3.4 | $33M | 1.0M | 31.58 | |
| Altice Usa Inc cl a (ATUS) | 2.7 | $27M | 1.6M | 16.52 | |
| Forescout Technologies | 2.4 | $23M | 891k | 25.99 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 2.0 | $20M | 1.7M | 11.32 | |
| Huya Inc ads rep shs a (HUYA) | 1.5 | $14M | 933k | 15.48 |
