Jericho Capital Asset Management L.P. Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$1.8T
Holdings
24
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VMWEURVMWARE INC | 1,823,078 | $221.1B | 12.10% | |
| 2 | RHT1EURRED HAT INC | 810,785 | $121.2B | 6.63% | |
| 3 | MRVLMARVELL TECHNOLOGY GROUP LTD | 5,493,004 | $115.4B | 6.31% | |
| 4 | VIPSVIPSHOP HLDGS LTD | 6,847,039 | $113.8B | 6.23% | |
| 5 | TWTRUSDTWITTER INC | 3,676,615 | $106.7B | 5.84% | |
| 6 | —ILG INC | 2,935,817 | $91.3B | 5.00% | |
| 7 | PANWPALO ALTO NETWORKS INC | 497,268 | $90.3B | 4.94% | |
| 8 | GRPNCHFGROUPON INC | 18,938,988 | $82.2B | 4.50% | |
| 9 | BKNGBOOKING HLDGS INC | 38,000 | $79.1B | 4.33% | |
| 10 | PYPLPAYPAL HLDGS INC | 1,025,496 | $77.8B | 4.26% | |
| 11 | —STAMPS COM INC | 372,515 | $74.9B | 4.10% | |
| 12 | DATATABLEAU SOFTWARE INC | 924,457 | $74.7B | 4.09% | |
| 13 | PAGSPAGSEGURO DIGITAL LTD | 1,782,565 | $68.3B | 3.74% | |
| 14 | —ELLIE MAE INC | 725,338 | $66.7B | 3.65% | |
| 15 | MTCHEURMATCH GROUP INC | 1,393,187 | $61.9B | 3.39% | |
| 16 | NFLXNETFLIX INC | 205,000 | $60.5B | 3.31% | |
| 17 | —MELLANOX TECHNOLOGIES LTD | 708,278 | $51.6B | 2.82% | |
| 18 | NUANEURNUANCE COMMUNICATIONS INC | 3,211,341 | $50.6B | 2.77% | |
| 19 | MUMICRON TECHNOLOGY INC | 931,288 | $48.6B | 2.66% | |
| 20 | EDUNEW ORIENTAL ED & TECH GRP I | 535,282 | $46.9B | 2.57% | |
| 21 | MOMOUSDMOMO INC | 1,038,685 | $38.8B | 2.13% | |
| 22 | BILIBILIBILI INC | 3,307,046 | $36.4B | 1.99% | |
| 23 | WUBAUSD58 COM INC | 364,916 | $29.1B | 1.60% | |
| 24 | ZEN1EURZENDESK INC | 400,798 | $19.2B | 1.05% |