Jericho Capital Asset Management L.P. Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$983.2B
Holdings
16
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VMWEURVMWARE INC | 1,505,122 | $206.4B | 20.99% | |
| 2 | NOWSERVICENOW INC | 613,642 | $109.3B | 11.11% | |
| 3 | BILIBILIBILI INC | 6,893,864 | $100.6B | 10.23% | |
| 4 | XLNXEURXILINX INC | 1,107,665 | $94.3B | 9.59% | |
| 5 | DATATABLEAU SOFTWARE INC | 572,284 | $68.7B | 6.98% | |
| 6 | PANWPALO ALTO NETWORKS INC | 319,000 | $60.1B | 6.11% | |
| 7 | ZEN1EURZENDESK INC | 985,296 | $57.5B | 5.85% | |
| 8 | NTESNETEASE INC | 203,000 | $47.8B | 4.86% | |
| 9 | NVDANVIDIA CORP | 354,000 | $47.3B | 4.81% | |
| 10 | —MELLANOX TECHNOLOGIES LTD | 411,142 | $38.0B | 3.86% | |
| 11 | TWLOTWILIO INC | 407,200 | $36.4B | 3.70% | |
| 12 | ZZILLOW GROUP INC | 1,043,653 | $33.0B | 3.35% | |
| 13 | OPTUALTICE USA INC | 1,631,384 | $26.9B | 2.74% | |
| 14 | —FORESCOUT TECHNOLOGIES INC | 890,711 | $23.1B | 2.35% | |
| 15 | SESEA LTD | 1,721,893 | $19.5B | 1.98% | |
| 16 | HUYAHUYA INC | 933,355 | $14.4B | 1.47% |