$1.42 Billion is the total value of Jericho Capital Asset Management L.P.'s 23 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | New | APPLE INCcall | $475,836,000 | – | 1,200,000 | +100.0% | 33.50% | – |
| CCI | New | CROWN CASTLE INTL CORP | $94,179,000 | – | 1,301,000 | +100.0% | 6.63% | – |
| MHFI | New | MCGRAW HILL FINL INC | $83,136,000 | – | 1,563,000 | +100.0% | 5.85% | – |
| MCO | New | MOODYS CORP | $77,832,000 | – | 1,277,400 | +100.0% | 5.48% | – |
| MLCO | New | MELCO CROWN ENTMT LTDadr | $66,115,000 | – | 2,956,852 | +100.0% | 4.66% | – |
| GOOGL | New | GOOGLE INCcl a | $65,500,000 | – | 74,400 | +100.0% | 4.61% | – |
| P | New | PANDORA MEDIA INC | $65,273,000 | – | 3,547,427 | +100.0% | 4.60% | – |
| QIHU | New | QIHOO 360 TECHNOLOGY CO LTDads | $47,532,000 | – | 1,029,504 | +100.0% | 3.35% | – |
| INFA | New | INFORMATICA CORP | $44,704,000 | – | 1,278,000 | +100.0% | 3.15% | – |
| TRIP | New | TRIPADVISOR INC | $43,662,000 | – | 717,300 | +100.0% | 3.07% | – |
| CCOI | New | COGENT COMM GROUP INC | $39,838,000 | – | 1,415,208 | +100.0% | 2.80% | – |
| CBS | New | CBS CORP NEWcl b | $38,852,000 | – | 795,000 | +100.0% | 2.74% | – |
| INXN | New | INTERXION HOLDING N.V | $37,459,000 | – | 1,433,550 | +100.0% | 2.64% | – |
| MELI | New | MERCADOLIBRE INC | $36,972,000 | – | 343,100 | +100.0% | 2.60% | – |
| DIS | New | DISNEY WALT CO | $36,311,000 | – | 575,000 | +100.0% | 2.56% | – |
| 4305PS | New | ALCATEL-LUCENTsponsored adr | $31,741,000 | – | 17,440,011 | +100.0% | 2.24% | – |
| CTRP | New | CTRIP COM INTL LTD | $26,801,000 | – | 821,350 | +100.0% | 1.89% | – |
| EQIX | New | EQUINIX INC | $25,333,000 | – | 137,142 | +100.0% | 1.78% | – |
| SINA | New | SINA CORPord | $20,341,000 | – | 365,000 | +100.0% | 1.43% | – |
| VRNT | New | VERINT SYS INC | $19,579,000 | – | 552,000 | +100.0% | 1.38% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $17,859,000 | – | 1,193,000 | +100.0% | 1.26% | – |
| NICE | New | NICE SYS LTDsponsored adr | $15,936,000 | – | 432,000 | +100.0% | 1.12% | – |
| T104SC | New | ANNIES INC | $9,611,000 | – | 224,870 | +100.0% | 0.68% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MERCADOLIBRE INC | 21 | Q2 2023 | 8.9% |
| ZENDESK INC | 21 | Q1 2021 | 5.8% |
| ACTIVISION BLIZZARD INC | 16 | Q2 2023 | 15.2% |
| TABLEAU SOFTWARE INC | 16 | Q1 2019 | 7.0% |
| ADVANCED MICRO DEVICES INC | 16 | Q2 2023 | 7.2% |
| T-MOBILE US INC | 15 | Q3 2023 | 13.1% |
| SEA LTD | 14 | Q2 2022 | 10.6% |
| BILIBILI INC | 14 | Q4 2021 | 10.2% |
| SIX FLAGS ENTMT CORP NEW | 14 | Q2 2023 | 6.0% |
| ALIBABA GROUP HLDG LTD | 13 | Q1 2023 | 18.3% |
View Jericho Capital Asset Management L.P.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| CONX Corp.Sold out | July 10, 2023 | 0 | 0.0% |
| FORESCOUT TECHNOLOGIES, INC | March 02, 2020 | ? | ? |
| CABLEVISION SYSTEMS CORP /NY | February 16, 2016 | 11,429,488 | 5.1% |
| 21Vianet Group, Inc. | February 10, 2012 | 1,361,498 | 2.4% |
View Jericho Capital Asset Management L.P.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| SC 13G/A | 2023-07-10 |
| 4 | 2023-06-06 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-04-11 |
| 3 | 2023-03-10 |
View Jericho Capital Asset Management L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.