JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

510 MADISON AVENUE, NEW YORK, New York, 10022, (212) 946-7640

Report Date: 09/30/2014

Position Statistics

Total Positions 39
New Positions 14
Increased Positions 20
Decreased Positions 17
Positions with Activity 37
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,657

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 3.26%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.68%
Healthcare
Services 33.44%
Technology 37.5%
Transportation
Utilities

20 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MERCADOLIBRE INC COM 138,268 4,456 3.33 1,065,817
FACEBOOK INC CL A 107,022 8,338 8.45 1,324,940
ALIBABA GROUP HLDG LTD SPONSORED ADS 95,567 95,567 New 902,000
LINKEDIN CORP COM CL A 90,113 61,177 211.42 383,050
VIPSHOP HLDGS LTD SPONSORED ADR 81,969 81,969 New 4,106,670
NETFLIX INC COM 70,390 23,463 50 207,000
DISH NETWORK CORP CL A 66,777 66,777 New 918,408
TWITTER INC COM 61,973 6,250 11.22 1,648,206
PETSMART INC COM 59,283 59,283 New 730,000
ZEBRA TECHNOLOGIES CORP CL A 54,094 52,390 3,074.26 692,623
CRITEO S A SPONS ADS 50,442 50,442 New 1,239,056
BROADCOM CORP CL A 44,018 44,018 New 1,016,000
RACKSPACE HOSTING INC COM 36,712 36,712 New 764,671
JD COM INC SPON ADR CL A 32,320 32,320 New 1,315,968
YAHOO INC COM 26,401 26,401 New 519,089
VIMPELCOM LTD SPONSORED ADR 24,906 24,906 New 5,944,161
ZENDESK INC COM 11,797 11,797 New 471,899
GRUPO TELEVISA SA SPON ADR REP ORD 11,375 11,375 New 334,156
HIMAX TECHNOLOGIES INC SPONSORED ADR 9,736 9,736 New 1,205,000
IAC INTERACTIVECORP COM PAR $.001 9,266 9,266 New 148,559

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