$1.42 Billion is the total value of Jericho Capital Asset Management L.P.'s 23 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HTZ | New | HERTZ GLOBAL HOLDINGS INC | $89,844,000 | – | 3,372,517 | +100.0% | 6.32% | – |
TRIP | New | TRIPADVISOR INC | $86,208,000 | – | 951,631 | +100.0% | 6.06% | – |
VIPS | New | VIPSHOP HLDGS LTDsponsored adr | $60,467,000 | – | 405,000 | +100.0% | 4.25% | – |
RATE | New | BANKRATE INC DEL | $42,036,000 | – | 2,481,484 | +100.0% | 2.96% | – |
DATA | New | TABLEAU SOFTWARE INCcl a | $38,953,000 | – | 512,000 | +100.0% | 2.74% | – |
NCR | New | NCR CORP NEW | $37,509,000 | – | 1,026,238 | +100.0% | 2.64% | – |
WUBA | New | 58 COM INCspon adr rep a | $37,228,000 | – | 894,252 | +100.0% | 2.62% | – |
VOD | New | VODAFONE GROUP PLC NEWspnsr adr no par | $37,074,000 | – | 1,007,181 | +100.0% | 2.61% | – |
ECOM | New | CHANNELADVISOR CORP | $24,872,000 | – | 659,036 | +100.0% | 1.75% | – |
TMUS | New | T-MOBILE US INC | $7,740,000 | – | 234,338 | +100.0% | 0.54% | – |
FUEL | New | ROCKET FUEL INC | $6,912,000 | – | 161,186 | +100.0% | 0.49% | – |
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 2014-05-15
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 | 2024-05-15 |
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 |
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.