Jericho Capital Asset Management as of March 31, 2017
Portfolio Holdings for Jericho Capital Asset Management
Jericho Capital Asset Management holds 28 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 8.2 | $118M | 1.8M | 64.59 | |
| Facebook Inc cl a (META) | 6.6 | $95M | 666k | 142.05 | |
| Red Hat | 6.5 | $93M | 1.1M | 86.50 | |
| Marvell Technology Group | 6.2 | $89M | 5.8M | 15.26 | |
| Momo | 5.2 | $75M | 2.2M | 34.07 | |
| Stamps | 4.9 | $71M | 596k | 118.35 | |
| Zendesk | 4.8 | $69M | 2.5M | 28.04 | |
| Servicenow (NOW) | 4.5 | $65M | 746k | 87.47 | |
| MercadoLibre (MELI) | 3.5 | $50M | 237k | 211.47 | |
| Expedia (EXPE) | 3.4 | $49M | 389k | 126.17 | |
| Analog Devices (ADI) | 3.4 | $48M | 588k | 81.95 | |
| DISH Network | 3.3 | $48M | 750k | 63.49 | |
| Activision Blizzard | 3.3 | $47M | 950k | 49.86 | |
| Ctrip.com International | 3.3 | $47M | 958k | 49.15 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.3 | $47M | 144k | 327.32 | |
| Broad | 3.2 | $46M | 212k | 218.96 | |
| Take-Two Interactive Software (TTWO) | 3.2 | $46M | 781k | 59.27 | |
| Criteo Sa Ads (CRTO) | 3.1 | $45M | 898k | 49.99 | |
| New Oriental Education & Tech | 3.1 | $44M | 732k | 60.38 | |
| Symantec Corporation | 2.7 | $39M | 1.3M | 30.68 | |
| Proofpoint | 2.3 | $33M | 439k | 74.36 | |
| Lendingclub | 2.3 | $32M | 5.9M | 5.49 | |
| Computer Sciences Corporation | 2.2 | $32M | 461k | 69.01 | |
| Mobile TeleSystems OJSC | 2.1 | $31M | 2.8M | 11.03 | |
| Liberty Media Corp Series C Li | 2.0 | $29M | 846k | 34.15 | |
| Cavium | 1.4 | $21M | 291k | 71.66 | |
| Tribune Co New Cl A | 1.1 | $16M | 417k | 37.27 | |
| Cincinnati Bell | 0.9 | $13M | 743k | 17.70 |
