Jericho Capital Asset Management L.P. Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$2.3T
Holdings
22
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NXPINXP SEMICONDUCTORS N V | 3,760,529 | $410.9B | 17.82% | |
| 2 | VMWEURVMWARE INC | 2,462,061 | $361.8B | 15.70% | |
| 3 | MOMOUSDMOMO INC | 5,309,180 | $230.9B | 10.02% | |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | 1,139,655 | $191.7B | 8.32% | |
| 5 | TWTRUSDTWITTER INC | 3,692,720 | $161.3B | 6.99% | |
| 6 | DATATABLEAU SOFTWARE INC | 1,511,517 | $147.8B | 6.41% | |
| 7 | MSGSMADISON SQUARE GARDEN CO NEW | 316,841 | $98.3B | 4.26% | |
| 8 | NFLXNETFLIX INC | 228,000 | $89.2B | 3.87% | |
| 9 | ZEN1EURZENDESK INC | 1,542,994 | $84.1B | 3.65% | |
| 10 | NVDANVIDIA CORP | 334,613 | $79.3B | 3.44% | |
| 11 | —ELLIE MAE INC | 579,414 | $60.2B | 2.61% | |
| 12 | —MELLANOX TECHNOLOGIES LTD | 708,423 | $59.7B | 2.59% | |
| 13 | GDDYGODADDY INC | 737,536 | $52.1B | 2.26% | |
| 14 | GRPNCHFGROUPON INC | 10,368,061 | $44.6B | 1.93% | |
| 15 | MRVLMARVELL TECHNOLOGY GROUP LTD | 2,062,483 | $44.2B | 1.92% | |
| 16 | AMDADVANCED MICRO DEVICES INC | 2,729,273 | $40.9B | 1.77% | |
| 17 | SPLKCHFSPLUNK INC | 406,531 | $40.3B | 1.75% | |
| 18 | —FORESCOUT TECHNOLOGIES INC | 1,164,680 | $39.9B | 1.73% | |
| 19 | MTCHEURMATCH GROUP INC | 766,119 | $29.7B | 1.29% | |
| 20 | BILIBILIBILI INC | 1,500,000 | $21.0B | 0.91% | |
| 21 | —PUXIN LTD | 628,384 | $13.4B | 0.58% | |
| 22 | HUYAHUYA INC | 125,000 | $4.1B | 0.18% |