Jericho Capital Asset Management L.P. Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$2.3T
Holdings
23
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 7,223,198 | $240.0B | 10.58% | |
| 2 | SNAPSNAP INC | 15,587,145 | $222.9B | 9.83% | |
| 3 | AVGOBROADCOM INC | 659,013 | $189.7B | 8.37% | |
| 4 | AMZNAMAZON COM INC | 96,196 | $182.2B | 8.03% | |
| 5 | MLB1MERCADOLIBRE INC | 297,364 | $181.9B | 8.02% | |
| 6 | —FORESCOUT TECHNOLOGIES INC | 3,343,794 | $113.2B | 4.99% | |
| 7 | VMWEURVMWARE INC | 629,719 | $105.3B | 4.64% | |
| 8 | ATVIEURACTIVISION BLIZZARD INC | 2,076,899 | $98.0B | 4.32% | |
| 9 | BILIBILIBILI INC | 5,754,651 | $93.6B | 4.13% | |
| 10 | UBERUBER TECHNOLOGIES INC | 2,000,000 | $92.8B | 4.09% | |
| 11 | —INTERXION HOLDING N.V | 1,101,000 | $83.8B | 3.69% | |
| 12 | TWLOTWILIO INC | 610,973 | $83.3B | 3.67% | |
| 13 | MRVLMARVELL TECHNOLOGY GROUP LTD | 3,365,000 | $80.3B | 3.54% | |
| 14 | XYZSQUARE INC | 1,087,000 | $78.8B | 3.48% | |
| 15 | ZEN1EURZENDESK INC | 797,045 | $71.0B | 3.13% | |
| 16 | MATMATTEL INC | 5,412,204 | $60.7B | 2.68% | |
| 17 | YYEURYY INC | 853,160 | $59.5B | 2.62% | |
| 18 | CRWDCROWDSTRIKE HLDGS INC | 802,935 | $54.8B | 2.42% | |
| 19 | SAILEURSAILPOINT TECHNLGIES HLDGS I | 2,449,748 | $49.1B | 2.16% | |
| 20 | EAELECTRONIC ARTS INC | 468,000 | $47.4B | 2.09% | |
| 21 | OUTOUTFRONT MEDIA INC | 1,596,232 | $41.2B | 1.82% | |
| 22 | VTYVERINT SYS INC | 534,000 | $28.7B | 1.27% | |
| 23 | REALTHE REALREAL INC | 335,994 | $9.7B | 0.43% |