Jericho Capital Asset Management L.P. Q1 2016 Filing
Filed May 16, 2016
Portfolio Value
$2.1T
Holdings
33
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVCEURCABLEVISION SYS CORP | 11,220,488 | $370.3B | 18.04% | |
| 2 | —YAHOO INC | 3,352,312 | $123.4B | 6.01% | |
| 3 | —LEVEL 3 COMMUNICATIONS INC | 2,044,344 | $108.0B | 5.26% | |
| 4 | AAPLAPPLE INC | 904,000 | $98.5B | 4.80% | |
| 5 | NFLXNETFLIX INC | 920,241 | $94.1B | 4.58% | |
| 6 | ZEN1EURZENDESK INC | 4,449,324 | $93.1B | 4.54% | |
| 7 | PFPTPROOFPOINT INC | 1,406,938 | $75.7B | 3.69% | |
| 8 | LVSLAS VEGAS SANDS CORP | 1,409,987 | $72.9B | 3.55% | |
| 9 | METAFACEBOOK INC | 638,491 | $72.9B | 3.55% | |
| 10 | TMUST MOBILE US INC | 1,879,000 | $72.0B | 3.51% | |
| 11 | BABAALIBABA GROUP HLDG LTD | 850,768 | $67.2B | 3.28% | |
| 12 | EQIXEQUINIX INC | 199,895 | $66.1B | 3.22% | |
| 13 | MCDMCDONALDS CORP | 498,348 | $62.6B | 3.05% | |
| 14 | —CHARTER COMMUNICATIONS INC D | 258,169 | $52.3B | 2.55% | |
| 15 | MLB1MERCADOLIBRE INC | 441,740 | $52.1B | 2.54% | |
| 16 | —ARRIS INTL INC | 2,218,280 | $50.8B | 2.48% | |
| 17 | INFNEURINFINERA CORPORATION | 3,001,466 | $48.2B | 2.35% | |
| 18 | —COACH INC | 1,143,394 | $45.8B | 2.23% | |
| 19 | WYNNWYNN RESORTS LTD | 479,778 | $44.8B | 2.18% | |
| 20 | DGDOLLAR GEN CORP NEW | 493,000 | $42.2B | 2.06% | |
| 21 | AMZNAMAZON COM INC | 70,000 | $41.6B | 2.02% | |
| 22 | MSGSMADISON SQUARE GARDEN CO NEW | 248,478 | $41.3B | 2.01% | |
| 23 | ATVIEURACTIVISION BLIZZARD INC | 989,565 | $33.5B | 1.63% | |
| 24 | VIPSVIPSHOP HLDGS LTD | 2,481,000 | $32.0B | 1.56% | |
| 25 | NXPINXP SEMICONDUCTORS N V | 384,000 | $31.1B | 1.52% | |
| 26 | SPLKCHFSPLUNK INC | 587,765 | $28.8B | 1.40% | |
| 27 | —ROVI CORP | 1,330,667 | $27.3B | 1.33% | |
| 28 | —KATE SPADE & CO | 845,283 | $21.6B | 1.05% | |
| 29 | WUBAUSD58 COM INC | 380,973 | $21.2B | 1.03% | |
| 30 | AWNADVANCE AUTO PARTS INC | 129,000 | $20.7B | 1.01% | |
| 31 | ONON SEMICONDUCTOR CORP | 2,136,000 | $20.5B | 1.00% | |
| 32 | SIXEURSIX FLAGS ENTMT CORP NEW | 188,000 | $10.4B | 0.51% | |
| 33 | —MINDBODY INC | 700,000 | $9.3B | 0.45% |