$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YY | Exit | YY INC | $0 | – | -182,433 | -100.0% | -0.90% | – |
| XLNX | Exit | XILINX INC | $0 | – | -403,000 | -100.0% | -1.62% | – |
| CNDT | Exit | CONDUENT INC | $0 | – | -2,145,078 | -100.0% | -1.91% | – |
| TRUE | Exit | TRUECAR INC | $0 | – | -2,505,407 | -100.0% | -2.25% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -222,000 | -100.0% | -2.25% | – |
| LC | Exit | LENDINGCLUB CORP | $0 | – | -8,414,197 | -100.0% | -2.91% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -311,000 | -100.0% | -3.20% | – |
| FEYE | Exit | FIREEYE INC | $0 | – | -3,415,694 | -100.0% | -3.25% | – |
| YELP | Exit | YELP INCcl a | $0 | – | -1,333,725 | -100.0% | -3.28% | – |
| LOGM | Exit | LOGMEIN INC | $0 | – | -528,133 | -100.0% | -3.30% | – |
| GDDY | Exit | GODADDY INCcl a | $0 | – | -2,089,000 | -100.0% | -5.16% | – |
| FWONK | Exit | LIBERTY MEDIA CORP DELAWARE | $0 | – | -2,426,650 | -100.0% | -5.25% | – |
| P | Exit | PANDORA MEDIA INC | $0 | – | -14,289,481 | -100.0% | -6.25% | – |
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.