$1.92 Billion is the total value of Jericho Capital Asset Management L.P.'s 30 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VMW | New | VMWARE INC | $143,151,000 | – | 1,142,280 | +100.0% | 7.47% | – |
| PYPL | New | PAYPAL HLDGS INC | $92,451,000 | – | 1,255,780 | +100.0% | 4.83% | – |
| TWTR | New | TWITTER INC | $84,809,000 | – | 3,532,247 | +100.0% | 4.43% | – |
| ATUS | New | ALTICE USA INCcl a | $56,530,000 | – | 2,662,755 | +100.0% | 2.95% | – |
| PANW | New | PALO ALTO NETWORKS INC | $56,136,000 | – | 387,307 | +100.0% | 2.93% | – |
| OKTA | New | OKTA INCcl a | $43,163,000 | – | 1,685,399 | +100.0% | 2.25% | – |
| NOW | New | SERVICENOW INC | $36,512,000 | – | 280,023 | +100.0% | 1.91% | – |
| SNAP | New | SNAP INCcl a | $36,075,000 | – | 2,469,216 | +100.0% | 1.88% | – |
| ELLI | New | ELLIE MAE INC | $35,313,000 | – | 395,000 | +100.0% | 1.84% | – |
| NTAP | New | NETAPP INC | $32,545,000 | – | 588,307 | +100.0% | 1.70% | – |
| VSAT | New | VIASAT INC | $29,715,000 | – | 397,000 | +100.0% | 1.55% | – |
| MLNX | New | MELLANOX TECHNOLOGIES LTD | $27,982,000 | – | 432,492 | +100.0% | 1.46% | – |
| AMBA | New | AMBARELLA INC | $27,093,000 | – | 461,154 | +100.0% | 1.42% | – |
| TYPE | New | MONOTYPE IMAGING HOLDINGS IN | $19,242,000 | – | 798,440 | +100.0% | 1.00% | – |
| ON | New | ON SEMICONDUCTOR CORP | $18,553,000 | – | 886,000 | +100.0% | 0.97% | – |
| SBGI | New | SINCLAIR BROADCAST GROUP INCcl a | $18,471,000 | – | 488,000 | +100.0% | 0.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
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.