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) 1,635

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

Sector Weighting

Basic Materials
Capital Goods 3.57%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.77%
Healthcare
Services 35.04%
Technology 37.09%
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 134,559 4,336 3.33 1,065,817
FACEBOOK INC CL A 101,013 7,870 8.45 1,324,940
VIPSHOP HLDGS LTD SPONSORED ADR 94,248 94,248 New 4,106,670
NETFLIX INC COM 91,589 30,530 50 207,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 88,802 88,802 New 902,000
LINKEDIN CORP COM CL A 84,447 57,331 211.42 383,050
DISH NETWORK CORP CL A 65,694 65,694 New 918,408
TWITTER INC COM 61,231 6,175 11.22 1,648,206
PETSMART INC COM 59,524 59,524 New 730,000
ZEBRA TECHNOLOGIES CORP CL A 58,302 56,465 3,074.26 692,623
CRITEO S A SPONS ADS 49,290 49,290 New 1,239,056
BROADCOM CORP CL A 41,631 41,631 New 1,016,000
RACKSPACE HOSTING INC COM 34,295 34,295 New 764,671
JD COM INC SPON ADR CL A 34,202 34,202 New 1,315,968
YAHOO INC COM 24,117 24,117 New 519,089
VIMPELCOM LTD SPONSORED ADR 20,448 20,448 New 5,944,161
ZENDESK INC COM 11,349 11,349 New 471,899
HIMAX TECHNOLOGIES INC SPONSORED ADR 11,158 11,158 New 1,205,000
GRUPO TELEVISA SA SPON ADR REP ORD 11,121 11,121 New 334,156
IAC INTERACTIVECORP COM PAR $.001 9,159 9,159 New 148,559

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