Jericho Capital Asset Management L.P. Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$1.8T
Holdings
33
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —STAMPS COM INC | 734,751 | $113.8B | 6.47% | |
| 2 | —PANDORA MEDIA INC | 12,511,481 | $111.6B | 6.35% | |
| 3 | MRVLMARVELL TECHNOLOGY GROUP LTD | 6,153,704 | $101.7B | 5.78% | |
| 4 | CHTRCHARTER COMMUNICATIONS INC N | 300,000 | $101.1B | 5.75% | Call |
| 5 | RHT1EURRED HAT INC | 997,017 | $95.5B | 5.43% | |
| 6 | TWXCHFTIME WARNER INC | 930,000 | $93.4B | 5.31% | |
| 7 | GDDYGODADDY INC | 1,548,000 | $65.7B | 3.73% | |
| 8 | FWONALIBERTY MEDIA CORP DELAWARE | 1,701,650 | $62.3B | 3.54% | |
| 9 | LOGMEURLOGMEIN INC | 581,392 | $60.8B | 3.46% | |
| 10 | NTESNETEASE INC | 202,000 | $60.7B | 3.45% | |
| 11 | MOMOUSDMOMO INC | 1,432,710 | $53.0B | 3.01% | |
| 12 | AVGOBROADCOM LTD | 223,000 | $52.0B | 2.96% | |
| 13 | ATVIEURACTIVISION BLIZZARD INC | 885,000 | $50.9B | 2.90% | |
| 14 | —ULTIMATE SOFTWARE GROUP INC | 241,000 | $50.6B | 2.88% | |
| 15 | SYMCEURSYMANTEC CORP | 1,767,618 | $49.9B | 2.84% | |
| 16 | LRCXEURLAM RESEARCH CORP | 347,000 | $49.1B | 2.79% | |
| 17 | ZEN1EURZENDESK INC | 1,745,840 | $48.5B | 2.76% | |
| 18 | WUBAUSD58 COM INC | 1,050,248 | $46.3B | 2.63% | |
| 19 | TMUST MOBILE US INC | 752,471 | $45.6B | 2.59% | |
| 20 | 5TCTRUECAR INC | 2,265,407 | $45.1B | 2.57% | |
| 21 | —LENDINGCLUB CORP | 6,596,997 | $36.3B | 2.07% | |
| 22 | BABAALIBABA GROUP HLDG LTD | 257,000 | $36.2B | 2.06% | |
| 23 | DISHDISH NETWORK CORP | 566,762 | $35.6B | 2.02% | |
| 24 | NBISYANDEX N V | 1,347,983 | $35.4B | 2.01% | |
| 25 | —CYPRESS SEMICONDUCTOR CORP | 2,510,819 | $34.3B | 1.95% | |
| 26 | DATATABLEAU SOFTWARE INC | 544,495 | $33.4B | 1.90% | |
| 27 | OPTUALTICE USA INC | 1,000,000 | $32.3B | 1.84% | |
| 28 | OLEDUNIVERSAL DISPLAY CORP | 294,000 | $32.1B | 1.83% | |
| 29 | COHREURCOHERENT INC | 132,000 | $29.7B | 1.69% | |
| 30 | SIRIEURSIRIUS XM HLDGS INC | 4,991,000 | $27.3B | 1.55% | |
| 31 | AMDADVANCED MICRO DEVICES INC | 2,164,873 | $27.0B | 1.54% | |
| 32 | NVDANVIDIA CORP | 182,000 | $26.3B | 1.50% | |
| 33 | PIIMPINJ INC | 309,493 | $15.1B | 0.86% |