Jericho Capital Asset Management L.P. Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$1.4T
Holdings
28
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST MOBILE US INC | 1,825,477 | $117.9B | 8.20% | |
| 2 | METAFACEBOOK INC | 665,968 | $94.6B | 6.58% | |
| 3 | RHT1EURRED HAT INC | 1,073,017 | $92.8B | 6.46% | |
| 4 | MRVLMARVELL TECHNOLOGY GROUP LTD | 5,819,736 | $88.8B | 6.18% | |
| 5 | MOMOUSDMOMO INC | 2,210,463 | $75.3B | 5.24% | |
| 6 | —STAMPS COM INC | 596,303 | $70.6B | 4.91% | |
| 7 | ZEN1EURZENDESK INC | 2,459,840 | $69.0B | 4.80% | |
| 8 | NOWSERVICENOW INC | 745,610 | $65.2B | 4.54% | |
| 9 | MLB1MERCADOLIBRE INC | 237,176 | $50.2B | 3.49% | |
| 10 | EXPEEXPEDIA INC DEL | 388,956 | $49.1B | 3.41% | |
| 11 | ADIANALOG DEVICES INC | 587,864 | $48.2B | 3.35% | |
| 12 | DISHDISH NETWORK CORP | 749,762 | $47.6B | 3.31% | |
| 13 | ATVIEURACTIVISION BLIZZARD INC | 950,378 | $47.4B | 3.30% | |
| 14 | CHTRCHARTER COMMUNICATIONS INC N | 144,000 | $47.1B | 3.28% | |
| 15 | CTRPUSDCTRIP COM INTL LTD | 958,000 | $47.1B | 3.28% | |
| 16 | AVGOBROADCOM LTD | 212,000 | $46.4B | 3.23% | |
| 17 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 780,968 | $46.3B | 3.22% | |
| 18 | CRTOCRITEO S A | 897,843 | $44.9B | 3.12% | |
| 19 | EDUNEW ORIENTAL ED & TECH GRP I | 732,000 | $44.2B | 3.08% | |
| 20 | SYMCEURSYMANTEC CORP | 1,260,212 | $38.7B | 2.69% | |
| 21 | PFPTPROOFPOINT INC | 438,751 | $32.6B | 2.27% | |
| 22 | —LENDINGCLUB CORP | 5,908,997 | $32.4B | 2.26% | |
| 23 | —COMPUTER SCIENCES CORP | 460,632 | $31.8B | 2.21% | |
| 24 | MBTGBPMOBILE TELESYSTEMS PJSC | 2,781,030 | $30.7B | 2.13% | |
| 25 | FWONALIBERTY MEDIA CORP DELAWARE | 845,545 | $28.9B | 2.01% | |
| 26 | —CAVIUM INC | 290,745 | $20.8B | 1.45% | |
| 27 | TRCOTRIBUNE MEDIA CO | 417,000 | $15.5B | 1.08% | |
| 28 | CBBCINCINNATI BELL INC NEW | 742,551 | $13.1B | 0.91% |