Jericho Capital Asset Management as of March 31, 2020
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 26 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Activision Blizzard | 13.8 | $172M | 2.9M | 59.48 | |
| Citrix Systems | 11.2 | $139M | 981k | 141.55 | |
| Amazon (AMZN) | 10.1 | $125M | 64k | 1949.73 | |
| Metropcs Communications (TMUS) | 8.9 | $111M | 1.3M | 83.90 | |
| Network Associates Inc cl a (NET) | 5.8 | $72M | 3.1M | 23.48 | |
| Mellanox Technologies | 4.3 | $54M | 444k | 121.32 | |
| Docusign (DOCU) | 4.1 | $52M | 558k | 92.40 | |
| Equinix (EQIX) | 4.0 | $50M | 80k | 624.57 | |
| Gci Liberty Incorporated | 4.0 | $50M | 880k | 56.97 | |
| Intel Corporation (INTC) | 4.0 | $49M | 912k | 54.12 | |
| NVIDIA Corporation (NVDA) | 3.9 | $49M | 185k | 263.60 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 3.1 | $39M | 693k | 55.68 | |
| Godaddy Inc cl a (GDDY) | 2.9 | $36M | 627k | 57.11 | |
| Uber Technologies (UBER) | 2.6 | $32M | 1.2M | 27.92 | |
| 21vianet Group (VNET) | 2.2 | $27M | 2.0M | 13.86 | |
| Bilibili Ads (BILI) | 2.2 | $27M | 1.1M | 23.42 | |
| eBay (EBAY) | 1.9 | $24M | 800k | 30.06 | |
| Atlassian Corp Plc cl a | 1.9 | $24M | 173k | 137.26 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.7 | $21M | 476k | 44.31 | |
| Ringcentral (RNG) | 1.6 | $20M | 92k | 211.91 | |
| Jd (JD) | 1.5 | $19M | 468k | 40.50 | |
| Gds Holdings ads (GDS) | 1.3 | $16M | 280k | 57.97 | |
| Grubhub | 1.2 | $15M | 373k | 40.73 | |
| Pinduoduo (PDD) | 1.0 | $13M | 354k | 36.03 | |
| STAAR Surgical Company (STAA) | 0.5 | $6.8M | 210k | 32.26 | |
| Gilead Sciences (GILD) | 0.2 | $2.2M | 29k | 74.76 |
