Jericho Capital Asset Management L.P. Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$1.9T
Holdings
30
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SBACSBA COMMUNICATIONS CORP NEW | 900,972 | $147.2B | 7.68% | |
| 2 | VMWEURVMWARE INC | 1,142,280 | $143.2B | 7.47% | |
| 3 | BABAALIBABA GROUP HLDG LTD | 807,110 | $139.2B | 7.27% | |
| 4 | —STAMPS COM INC | 605,173 | $113.8B | 5.94% | |
| 5 | EDUNEW ORIENTAL ED & TECH GRP I | 1,165,128 | $109.5B | 5.72% | |
| 6 | GRPNCHFGROUPON INC | 20,878,862 | $106.5B | 5.56% | |
| 7 | RHT1EURRED HAT INC | 810,785 | $97.4B | 5.08% | |
| 8 | PYPLPAYPAL HLDGS INC | 1,255,780 | $92.5B | 4.83% | |
| 9 | TWTRUSDTWITTER INC | 3,532,247 | $84.8B | 4.43% | |
| 10 | MTCHEURMATCH GROUP INC | 2,659,888 | $83.3B | 4.35% | |
| 11 | DATATABLEAU SOFTWARE INC | 952,495 | $65.9B | 3.44% | |
| 12 | MRVLMARVELL TECHNOLOGY GROUP LTD | 2,680,169 | $57.5B | 3.00% | |
| 13 | OPTUALTICE USA INC | 2,662,755 | $56.5B | 2.95% | |
| 14 | NBISYANDEX N V | 1,718,427 | $56.3B | 2.94% | |
| 15 | PANWPALO ALTO NETWORKS INC | 387,307 | $56.1B | 2.93% | |
| 16 | —ILG INC | 1,964,377 | $55.9B | 2.92% | |
| 17 | OLEDUNIVERSAL DISPLAY CORP | 316,007 | $54.6B | 2.85% | |
| 18 | OKTAOKTA INC | 1,685,399 | $43.2B | 2.25% | |
| 19 | WUBAUSD58 COM INC | 601,908 | $43.1B | 2.25% | |
| 20 | NOWSERVICENOW INC | 280,023 | $36.5B | 1.91% | |
| 21 | SNAPSNAP INC | 2,469,216 | $36.1B | 1.88% | |
| 22 | —ELLIE MAE INC | 395,000 | $35.3B | 1.84% | |
| 23 | NTAPNETAPP INC | 588,307 | $32.5B | 1.70% | |
| 24 | VSATVIASAT INC | 397,000 | $29.7B | 1.55% | |
| 25 | —MELLANOX TECHNOLOGIES LTD | 432,492 | $28.0B | 1.46% | |
| 26 | ASMLASML HOLDING N V | 158,000 | $27.5B | 1.43% | |
| 27 | AMBAAMBARELLA INC | 461,154 | $27.1B | 1.41% | |
| 28 | —MONOTYPE IMAGING HOLDINGS IN | 798,440 | $19.2B | 1.00% | |
| 29 | ONON SEMICONDUCTOR CORP | 886,000 | $18.6B | 0.97% | |
| 30 | 2362120DSINCLAIR BROADCAST GROUP INC | 488,000 | $18.5B | 0.96% |