Jericho Capital Asset Management as of Dec. 31, 2019
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 25 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Activision Blizzard | 15.2 | $282M | 4.7M | 59.42 | |
| Uber Technologies (UBER) | 8.3 | $154M | 5.2M | 29.74 | |
| Nxp Semiconductors N V (NXPI) | 6.9 | $127M | 998k | 127.26 | |
| Docusign (DOCU) | 6.5 | $120M | 1.6M | 74.11 | |
| Live Nation Entertainment (LYV) | 6.5 | $120M | 1.7M | 71.47 | |
| Forescout Technologies | 5.9 | $110M | 3.3M | 32.80 | |
| Paypal Holdings (PYPL) | 5.7 | $105M | 974k | 108.17 | |
| stock | 5.6 | $104M | 692k | 149.77 | |
| Taiwan Semiconductor Mfg (TSM) | 5.1 | $94M | 1.6M | 58.10 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 4.2 | $78M | 1.9M | 40.22 | |
| Interxion Holding | 4.1 | $75M | 898k | 83.81 | |
| Zendesk | 3.7 | $69M | 902k | 76.63 | |
| Micron Technology (MU) | 3.5 | $65M | 1.2M | 53.78 | |
| 3.2 | $59M | 1.8M | 32.05 | ||
| New Relic | 2.1 | $39M | 595k | 65.71 | |
| Nexstar Broadcasting (NXST) | 1.8 | $34M | 290k | 117.25 | |
| Huazhu Group (HTHT) | 1.8 | $33M | 824k | 40.07 | |
| Advanced Micro Devices (AMD) | 1.7 | $32M | 695k | 45.86 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 1.7 | $31M | 669k | 45.94 | |
| Eldorado Resorts | 1.6 | $30M | 508k | 59.64 | |
| Baidu (BIDU) | 1.2 | $22M | 177k | 126.40 | |
| 58 Com Inc spon adr rep a | 1.2 | $22M | 338k | 64.73 | |
| 2u (TWOU) | 1.0 | $19M | 798k | 23.99 | |
| Network Associates Inc cl a (NET) | 0.9 | $16M | 941k | 17.06 | |
| STAAR Surgical Company (STAA) | 0.4 | $7.4M | 210k | 35.17 |
