$1.54 Billion is the total value of Jericho Capital Asset Management L.P.'s 37 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSU | New | TIM PARTICIPACOES S Asponsored adr | $71,421,000 | – | 3,215,730 | +100.0% | 4.63% | – |
| TWC | New | TIME WARNER CABLE INC | $61,516,000 | – | 404,552 | +100.0% | 3.99% | – |
| AMZN | New | AMAZON COM INC | $57,725,000 | – | 186,000 | +100.0% | 3.74% | – |
| BC | New | BRUNSWICK CORP | $52,761,000 | – | 1,029,287 | +100.0% | 3.42% | – |
| BID | New | SOTHEBYS | $51,504,000 | – | 1,192,785 | +100.0% | 3.34% | – |
| AMAT | New | APPLIED MATLS INC | $50,874,000 | – | 2,041,509 | +100.0% | 3.30% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $47,290,000 | – | 318,000 | +100.0% | 3.06% | – |
| APOL | New | APOLLO ED GROUP INCcl a | $42,842,000 | – | 1,255,983 | +100.0% | 2.78% | – |
| HTZ | New | HERTZ GLOBAL HOLDINGS INC | $37,675,000 | – | 1,510,611 | +100.0% | 2.44% | – |
| FEYE | New | FIREEYE INC | $32,643,000 | – | 1,033,654 | +100.0% | 2.12% | – |
| GRPN | New | GROUPON INC | $29,764,000 | – | 3,603,400 | +100.0% | 1.93% | – |
| MSG | New | MADISON SQUARE GARDEN COcl a | $27,821,000 | – | 369,664 | +100.0% | 1.80% | – |
| ON | New | ON SEMICONDUCTOR CORP | $25,328,000 | – | 2,500,267 | +100.0% | 1.64% | – |
| P | New | PANDORA MEDIA INC | $19,384,000 | – | 1,087,172 | +100.0% | 1.26% | – |
| KING | New | KING DIGITAL ENTMT PLC | $17,588,000 | – | 1,145,052 | +100.0% | 1.14% | – |
| FTNT | New | FORTINET INC | $17,501,000 | – | 570,806 | +100.0% | 1.13% | – |
| EIGI | New | ENDURANCE INTL GROUP HLDGS I | $14,744,000 | – | 800,000 | +100.0% | 0.96% | – |
| INFN | New | INFINERA CORPORATION | $5,235,000 | – | 355,658 | +100.0% | 0.34% | – |
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 2015-02-17
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.