Jericho Capital Asset Management L.P. Q4 2016 Filing
Filed February 14, 2017
Portfolio Value
$1.6T
Holdings
29
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST MOBILE US INC | 2,327,140 | $133.8B | 8.19% | |
| 2 | TWXCHFTIME WARNER INC | 1,255,000 | $121.1B | 7.42% | |
| 3 | MRVLMARVELL TECHNOLOGY GROUP LTD | 8,438,391 | $117.0B | 7.17% | Call |
| 4 | DISHDISH NETWORK CORP | 1,659,179 | $96.1B | 5.88% | |
| 5 | DISDISNEY WALT CO | 859,000 | $89.5B | 5.48% | |
| 6 | —PANDORA MEDIA INC | 6,047,818 | $78.9B | 4.83% | |
| 7 | BABAALIBABA GROUP HLDG LTD | 849,111 | $74.6B | 4.56% | |
| 8 | SABRSABRE CORP | 2,962,685 | $73.9B | 4.53% | |
| 9 | MGMMGM RESORTS INTERNATIONAL | 2,514,926 | $72.5B | 4.44% | |
| 10 | CHTRCHARTER COMMUNICATIONS INC N | 239,306 | $68.9B | 4.22% | |
| 11 | —STAMPS COM INC | 592,000 | $67.9B | 4.16% | |
| 12 | —COMPUTER SCIENCES CORP | 895,457 | $53.2B | 3.26% | |
| 13 | CRMSALESFORCE COM INC | 773,451 | $53.0B | 3.24% | |
| 14 | AMDADVANCED MICRO DEVICES INC | 4,628,851 | $52.5B | 3.21% | |
| 15 | NOWSERVICENOW INC | 692,610 | $51.5B | 3.15% | |
| 16 | NVDANVIDIA CORP | 409,000 | $43.7B | 2.67% | |
| 17 | MLB1MERCADOLIBRE INC | 275,103 | $43.0B | 2.63% | |
| 18 | —ARRIS INTL INC | 1,360,950 | $41.0B | 2.51% | |
| 19 | PFPTPROOFPOINT INC | 573,167 | $40.5B | 2.48% | |
| 20 | ZEN1EURZENDESK INC | 1,800,374 | $38.2B | 2.34% | |
| 21 | ADIANALOG DEVICES INC | 510,832 | $37.1B | 2.27% | |
| 22 | —CYPRESS SEMICONDUCTOR CORP | 3,074,000 | $35.2B | 2.15% | |
| 23 | MBTGBPMOBILE TELESYSTEMS PJSC | 3,550,000 | $32.3B | 1.98% | |
| 24 | TXNTEXAS INSTRS INC | 371,000 | $27.1B | 1.66% | |
| 25 | FEYECHFFIREEYE INC | 2,077,796 | $24.7B | 1.51% | |
| 26 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 400,968 | $19.8B | 1.21% | |
| 27 | XLNXEURXILINX INC | 294,000 | $17.7B | 1.09% | |
| 28 | —SPRINT CORP | 2,067,000 | $17.4B | 1.07% | |
| 29 | FTNTFORTINET INC | 375,741 | $11.3B | 0.69% |