Jericho Capital Asset Management as of Sept. 30, 2019
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 18 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Snap Inc cl a (SNAP) | 14.1 | $246M | 16M | 15.80 | |
| Taiwan Semiconductor Mfg (TSM) | 10.6 | $185M | 4.0M | 46.48 | |
| MercadoLibre (MELI) | 8.9 | $155M | 282k | 551.23 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 7.7 | $136M | 4.4M | 30.95 | |
| Servicenow (NOW) | 7.6 | $133M | 524k | 253.85 | |
| Forescout Technologies | 7.2 | $127M | 3.3M | 37.92 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 6.8 | $120M | 2.1M | 58.31 | |
| Outfront Media (OUT) | 5.5 | $97M | 3.5M | 27.78 | |
| Twilio Inc cl a (TWLO) | 4.5 | $80M | 725k | 109.96 | |
| Docusign (DOCU) | 4.4 | $77M | 1.2M | 61.92 | |
| Interxion Holding | 4.2 | $73M | 898k | 81.46 | |
| Advanced Micro Devices (AMD) | 4.1 | $72M | 2.5M | 28.99 | |
| Etsy (ETSY) | 3.8 | $67M | 1.2M | 56.50 | |
| Elastic N V ord (ESTC) | 3.3 | $58M | 701k | 82.34 | |
| Micron Technology (MU) | 2.7 | $48M | 1.1M | 42.85 | |
| Mattel (MAT) | 2.5 | $44M | 3.8M | 11.39 | |
| New Relic | 1.8 | $31M | 504k | 61.45 | |
| STAAR Surgical Company (STAA) | 0.3 | $5.4M | 210k | 25.78 |
