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

39 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
58 COM INC SPON ADR REP A -40,881 Sold Out 0
ACTIVISION BLIZZARD INC COM 72,446 -32,737 (31.12) 3,547,816
ALIBABA GROUP HLDG LTD SPONSORED ADS 95,567 95,567 New 902,000
BAIDU INC SPON ADR REP A -45,271 Sold Out 0
BANKRATE INC DEL COM 44,346 New 3,519,511
BLACKBERRY LTD COM -30,614 Sold Out 0
BROADCOM CORP CL A 44,018 44,018 New 1,016,000
CHANNELADVISOR CORP COM 18,365 New 837,036
COGENT COMMUNICATIONS HLDGS IN COM NEW 53,525 -20,556 (27.75) 1,529,722
CRITEO S A SPONS ADS 50,442 50,442 New 1,239,056
DISH NETWORK CORP CL A 66,777 66,777 New 918,408
FACEBOOK INC CL A 107,022 8,338 8.45 1,324,940
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
INTERNATIONAL GAME TECHNOLOGY COM -21,681 Sold Out 0
JD COM INC SPON ADR CL A 32,320 32,320 New 1,315,968
LINKEDIN CORP COM CL A 90,113 61,177 211.42 383,050
MELCO CROWN ENTMT LTD ADR 56,387 -16,182 (22.3) 2,250,979
MERCADOLIBRE INC COM 138,268 4,456 3.33 1,065,817


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