Jericho Capital Asset Management L.P. Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$1.8T
Holdings
27
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RHT1EURRED HAT INC | 1,676,785 | $185.9B | 10.56% | |
| 2 | —STAMPS COM INC | 565,858 | $114.7B | 6.51% | |
| 3 | —PANDORA MEDIA INC | 14,289,481 | $110.0B | 6.25% | |
| 4 | NBISYANDEX N V | 2,895,628 | $95.4B | 5.42% | |
| 5 | SBACSBA COMMUNICATIONS CORP NEW | 643,000 | $92.6B | 5.26% | |
| 6 | FWONALIBERTY MEDIA CORP DELAWARE | 2,426,650 | $92.4B | 5.25% | |
| 7 | GDDYGODADDY INC | 2,089,000 | $90.9B | 5.16% | |
| 8 | MRVLMARVELL TECHNOLOGY GROUP LTD | 4,548,729 | $81.4B | 4.62% | |
| 9 | OLEDUNIVERSAL DISPLAY CORP | 605,007 | $78.0B | 4.43% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 444,513 | $76.8B | 4.36% | |
| 11 | WUBAUSD58 COM INC | 1,191,908 | $75.3B | 4.27% | |
| 12 | DATATABLEAU SOFTWARE INC | 889,495 | $66.6B | 3.78% | |
| 13 | GRPNCHFGROUPON INC | 12,498,757 | $65.0B | 3.69% | |
| 14 | LOGMEURLOGMEIN INC | 528,133 | $58.1B | 3.30% | |
| 15 | YELPYELP INC | 1,333,725 | $57.8B | 3.28% | |
| 16 | FEYECHFFIREEYE INC | 3,415,694 | $57.3B | 3.25% | |
| 17 | NFLXNETFLIX INC | 311,000 | $56.4B | 3.20% | |
| 18 | —LENDINGCLUB CORP | 8,414,197 | $51.2B | 2.91% | |
| 19 | NVDANVIDIA CORP | 222,000 | $39.7B | 2.25% | |
| 20 | 5TCTRUECAR INC | 2,505,407 | $39.6B | 2.25% | |
| 21 | CNDTCONDUENT INC | 2,145,078 | $33.6B | 1.91% | |
| 22 | ASMLASML HOLDING N V | 176,000 | $30.1B | 1.71% | |
| 23 | EDUNEW ORIENTAL ED & TECH GRP I | 337,000 | $29.7B | 1.69% | |
| 24 | XLNXEURXILINX INC | 403,000 | $28.5B | 1.62% | |
| 25 | —ILG INC | 731,000 | $19.5B | 1.11% | |
| 26 | MTCHEURMATCH GROUP INC | 785,257 | $18.2B | 1.03% | |
| 27 | YYEURYY INC | 182,433 | $15.8B | 0.90% |