JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 46
New Positions 18
Increased Positions 22
Decreased Positions 22
Positions with Activity 44
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,556

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical 3.36%
Consumer/Non-Cyclical
Energy
Financial 2.82%
Healthcare
Services 46.29%
Technology 29.02%
Transportation
Utilities

22 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 78,654 78,654 New 186,000
CRITEO S A SPONS ADS 67,337 14,925 28.48 1,591,903
TIME WARNER CABLE INC COM 63,616 63,616 New 404,552
YAHOO INC COM 57,600 35,534 161.03 1,354,982
BRUNSWICK CORP COM 52,205 52,205 New 1,029,287
SOTHEBYS COM 51,027 51,027 New 1,192,785
FLEETCOR TECHNOLOGIES INC COM 50,603 50,603 New 318,000
TIM PARTICIPACOES S A SPONSORED ADR 49,104 49,104 New 3,215,730
FIREEYE INC COM 44,768 44,768 New 1,033,654
APPLIED MATLS INC COM 40,789 40,789 New 2,041,509
VIMPELCOM LTD SPONSORED ADR 36,801 4,346 13.39 6,740,161
HERTZ GLOBAL HOLDINGS INC COM 33,792 33,792 New 1,510,611
MADISON SQUARE GARDEN CO CL A 30,682 30,682 New 369,664
ON SEMICONDUCTOR CORP COM 29,528 29,528 New 2,500,267
GROUPON INC COM CL A 24,467 24,467 New 3,603,400
FORTINET INC COM 21,908 21,908 New 570,806
APOLLO ED GROUP INC CL A 21,144 21,144 New 1,255,983
PANDORA MEDIA INC COM 19,091 19,091 New 1,087,172
KING DIGITAL ENTMT PLC ORD SHS 18,206 18,206 New 1,145,052
ENDURANCE INTL GROUP HLDGS INC COM 15,344 15,344 New 800,000


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