$1.51 Billion is the total value of Jericho Capital Asset Management L.P.'s 34 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HIMX | Exit | HIMAX TECHNOLOGIES INCsponsored adr | $0 | – | -1,230,970 | -100.0% | -0.64% | – |
| ECOM | Exit | CHANNELADVISOR CORP | $0 | – | -665,304 | -100.0% | -0.93% | – |
| QIHU | Exit | QIHOO 360 TECHNOLOGY CO LTDads | $0 | – | -284,885 | -100.0% | -1.06% | – |
| KING | Exit | KING DIGITAL ENTMT PLC | $0 | – | -1,145,052 | -100.0% | -1.14% | – |
| P | Exit | PANDORA MEDIA INC | $0 | – | -1,087,172 | -100.0% | -1.26% | – |
| CCOI | Exit | COGENT COMMUNICATIONS HLDGS | $0 | – | -807,523 | -100.0% | -1.85% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP | $0 | – | -265,506 | -100.0% | -1.91% | – |
| GRPN | Exit | GROUPON INC | $0 | – | -3,603,400 | -100.0% | -1.93% | – |
| LNKD | Exit | LINKEDIN CORP | $0 | – | -141,764 | -100.0% | -2.11% | – |
| FEYE | Exit | FIREEYE INC | $0 | – | -1,033,654 | -100.0% | -2.12% | – |
| MLCO | Exit | MELCO CROWN ENTMT LTDadr | $0 | – | -1,480,979 | -100.0% | -2.44% | – |
| HTZ | Exit | HERTZ GLOBAL HOLDINGS INC | $0 | – | -1,510,611 | -100.0% | -2.44% | – |
| APOL | Exit | APOLLO ED GROUP INCcl a | $0 | – | -1,255,983 | -100.0% | -2.78% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -318,000 | -100.0% | -3.06% | – |
| TWC | Exit | TIME WARNER CABLE INC | $0 | – | -404,552 | -100.0% | -3.99% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -612,610 | -100.0% | -4.13% | – |
| YHOO | Exit | YAHOO INC | $0 | – | -1,354,982 | -100.0% | -4.44% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -791,366 | -100.0% | -4.91% | – |
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 2015-05-15
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.