$1.59 Billion is the total value of Jericho Capital Asset Management L.P.'s 29 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $80,143,000 | – | 902,000 | +100.0% | 5.03% | – |
| VIPS | New | VIPSHOP HLDGS LTDsponsored adr | $77,620,000 | – | 410,667 | +100.0% | 4.87% | – |
| DISH | New | DISH NETWORK CORPcl a | $59,311,000 | – | 918,408 | +100.0% | 3.72% | – |
| PETM | New | PETSMART INC | $51,166,000 | – | 730,000 | +100.0% | 3.21% | – |
| VIP | New | VIMPELCOM LTDsponsored adr | $42,917,000 | – | 5,944,161 | +100.0% | 2.69% | – |
| CRTO | New | CRITEO S Aspons ads | $41,694,000 | – | 1,239,056 | +100.0% | 2.62% | – |
| BRCM | New | BROADCOM CORPcl a | $41,067,000 | – | 1,016,000 | +100.0% | 2.58% | – |
| JD | New | JD COM INCspon adr cl a | $33,978,000 | – | 1,315,968 | +100.0% | 2.13% | – |
| RAX | New | RACKSPACE HOSTING INC | $24,890,000 | – | 764,671 | +100.0% | 1.56% | – |
| YHOO | New | YAHOO INC | $21,153,000 | – | 519,089 | +100.0% | 1.33% | – |
| HIMX | New | HIMAX TECHNOLOGIES INCsponsored adr | $12,231,000 | – | 1,205,000 | +100.0% | 0.77% | – |
| TV | New | GRUPO TELEVISA SAspon adr rep ord | $11,321,000 | – | 334,156 | +100.0% | 0.71% | – |
| ZEN | New | ZENDESK INC | $10,188,000 | – | 471,899 | +100.0% | 0.64% | – |
| IAC | New | IAC INTERACTIVECORP | $9,790,000 | – | 148,559 | +100.0% | 0.61% | – |
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 2014-11-14
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.