Jericho Capital Asset Management L.P. Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$2.3T
Holdings
23
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MOMOUSDMOMO INC | 5,082,497 | $222.6B | 9.49% | |
| 2 | VMWEURVMWARE INC | 1,394,677 | $217.7B | 9.28% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 1,026,001 | $185.5B | 7.91% | |
| 4 | DATATABLEAU SOFTWARE INC | 1,343,609 | $150.1B | 6.40% | |
| 5 | XLNXEURXILINX INC | 1,745,876 | $140.0B | 5.97% | |
| 6 | NFLXNETFLIX INC | 372,159 | $139.2B | 5.94% | |
| 7 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 987,000 | $136.2B | 5.81% | |
| 8 | ZEN1EURZENDESK INC | 1,644,994 | $116.8B | 4.98% | |
| 9 | TMUST MOBILE US INC | 1,539,574 | $108.0B | 4.61% | |
| 10 | MTCHEURMATCH GROUP INC | 1,838,709 | $106.5B | 4.54% | |
| 11 | MSGSMADISON SQUARE GARDEN CO NEW | 318,263 | $100.4B | 4.28% | |
| 12 | FTNTFORTINET INC | 1,011,000 | $93.3B | 3.98% | |
| 13 | CMCSACOMCAST CORP NEW | 2,382,000 | $84.3B | 3.60% | |
| 14 | —ELLIE MAE INC | 755,600 | $71.6B | 3.05% | |
| 15 | AYXEURALTERYX INC | 1,229,034 | $70.3B | 3.00% | |
| 16 | MLB1MERCADOLIBRE INC | 190,710 | $64.9B | 2.77% | |
| 17 | SPLKCHFSPLUNK INC | 536,000 | $64.8B | 2.76% | |
| 18 | TWTRUSDTWITTER INC | 2,159,452 | $61.5B | 2.62% | |
| 19 | —FORESCOUT TECHNOLOGIES INC | 1,229,385 | $46.4B | 1.98% | |
| 20 | —PIVOTAL SOFTWARE INC | 2,329,905 | $45.6B | 1.95% | |
| 21 | BILIBILIBILI INC | 3,344,772 | $45.1B | 1.92% | |
| 22 | —MELLANOX TECHNOLOGIES LTD | 583,006 | $42.8B | 1.83% | |
| 23 | —SENDGRID INC | 860,925 | $31.7B | 1.35% |