Jericho Capital Asset Management as of March 31, 2019
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 27 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Analog Devices (ADI) | 8.7 | $192M | 1.8M | 105.27 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 8.3 | $183M | 7.8M | 23.52 | |
| VMware | 8.0 | $178M | 985k | 180.51 | |
| Servicenow (NOW) | 6.1 | $135M | 546k | 246.49 | |
| Forescout Technologies | 5.8 | $129M | 3.1M | 41.91 | |
| Square Inc cl a (SQ) | 5.5 | $123M | 1.6M | 74.92 | |
| MercadoLibre (MELI) | 4.9 | $109M | 215k | 507.73 | |
| Jd (JD) | 4.5 | $101M | 3.3M | 30.15 | |
| Zendesk | 4.4 | $96M | 1.1M | 85.00 | |
| Micron Technology (MU) | 4.3 | $95M | 2.3M | 41.33 | |
| Interxion Holding | 3.7 | $81M | 1.2M | 66.73 | |
| Fox Corp (FOXA) | 3.6 | $79M | 2.1M | 36.71 | |
| Keysight Technologies (KEYS) | 3.2 | $70M | 808k | 87.20 | |
| Sailpoint Technlgies Hldgs I | 3.2 | $70M | 2.4M | 28.72 | |
| Sirius Xm Holdings (SIRI) | 2.9 | $65M | 12M | 5.67 | |
| Arista Networks (ANET) | 2.7 | $60M | 191k | 314.46 | |
| Advanced Micro Devices (AMD) | 2.7 | $59M | 2.3M | 25.52 | |
| Tableau Software Inc Cl A | 2.4 | $52M | 409k | 127.28 | |
| Twilio Inc cl a (TWLO) | 2.2 | $48M | 370k | 129.18 | |
| Bilibili Ads (BILI) | 2.1 | $47M | 2.5M | 18.95 | |
| New Relic | 2.1 | $46M | 470k | 98.70 | |
| Yandex Nv-a (YNDX) | 2.0 | $44M | 1.3M | 34.34 | |
| Scientific Games (LNW) | 1.9 | $42M | 2.1M | 20.42 | |
| Xilinx | 1.6 | $36M | 280k | 126.79 | |
| Trade Desk (TTD) | 1.6 | $35M | 178k | 197.95 | |
| Huya Inc ads rep shs a (HUYA) | 1.4 | $30M | 1.1M | 28.13 | |
| Lyft (LYFT) | 0.2 | $4.7M | 60k | 78.28 |
