Jericho Capital Asset Management as of Dec. 31, 2016
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 29 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 8.2 | $134M | 2.3M | 57.51 | |
| Time Warner | 7.4 | $121M | 1.3M | 96.53 | |
| Marvell Technology Group | 7.2 | $117M | 8.4M | 13.87 | |
| DISH Network | 5.9 | $96M | 1.7M | 57.93 | |
| Walt Disney Company (DIS) | 5.5 | $90M | 859k | 104.22 | |
| Pandora Media | 4.8 | $79M | 6.0M | 13.04 | |
| Alibaba Group Holding (BABA) | 4.6 | $75M | 849k | 87.81 | |
| Sabre (SABR) | 4.5 | $74M | 3.0M | 24.95 | |
| MGM Resorts International. (MGM) | 4.4 | $73M | 2.5M | 28.83 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.2 | $69M | 239k | 287.92 | |
| Stamps | 4.2 | $68M | 592k | 114.65 | |
| Computer Sciences Corporation | 3.3 | $53M | 896k | 59.42 | |
| salesforce (CRM) | 3.2 | $53M | 774k | 68.46 | |
| Advanced Micro Devices (AMD) | 3.2 | $53M | 4.6M | 11.34 | |
| Servicenow (NOW) | 3.1 | $52M | 693k | 74.34 | |
| NVIDIA Corporation (NVDA) | 2.7 | $44M | 409k | 106.74 | |
| MercadoLibre (MELI) | 2.6 | $43M | 275k | 156.14 | |
| Arris | 2.5 | $41M | 1.4M | 30.13 | |
| Proofpoint | 2.5 | $41M | 573k | 70.65 | |
| Zendesk | 2.3 | $38M | 1.8M | 21.20 | |
| Analog Devices (ADI) | 2.3 | $37M | 511k | 72.62 | |
| Cypress Semiconductor Corporation | 2.1 | $35M | 3.1M | 11.44 | |
| Mobile TeleSystems OJSC | 2.0 | $32M | 3.6M | 9.11 | |
| Texas Instruments Incorporated (TXN) | 1.7 | $27M | 371k | 72.97 | |
| Fireeye | 1.5 | $25M | 2.1M | 11.90 | |
| Take-Two Interactive Software (TTWO) | 1.2 | $20M | 401k | 49.29 | |
| Xilinx | 1.1 | $18M | 294k | 60.37 | |
| Sprint | 1.1 | $17M | 2.1M | 8.42 | |
| Fortinet (FTNT) | 0.7 | $11M | 376k | 30.12 |
