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) 1,708

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

Sector Weighting

Basic Materials
Capital Goods 2.96%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.44%
Healthcare
Services 34.5%
Technology 37.66%
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 -45,774 Sold Out 0
BAIDU INC SPON ADR REP A -47,421 Sold Out 0
BLACKBERRY LTD COM -29,421 Sold Out 0
INTERNATIONAL GAME TECHNOLOGY COM -21,769 Sold Out 0
SIRIUS XM HLDGS INC COM -65,882 Sold Out 0
TIME INC NEW COM -35,159 Sold Out 0
TIME WARNER CABLE INC COM -104,671 Sold Out 0
TRIPADVISOR INC COM -57,842 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -32,506 Sold Out 0
WEBMD HEALTH CORP COM -91,843 Sold Out 0
IAC INTERACTIVECORP COM PAR $.001 9,722 9,722 New 148,559
NETFLIX INC COM 72,690 24,230 50 207,000
GRUPO TELEVISA SA SPON ADR REP ORD 12,391 12,391 New 334,156
LINKEDIN CORP COM CL A 86,700 58,860 211.42 383,050
SBA COMMUNICATIONS CORP COM 47,386 -12,283 (20.59) 393,506
ZENDESK INC COM 11,123 11,123 New 471,899
YAHOO INC COM 26,956 26,956 New 519,089
ZEBRA TECHNOLOGIES CORP CL A 50,624 49,029 3,074.26 692,623
PETSMART INC COM 57,093 57,093 New 730,000
RACKSPACE HOSTING INC COM 35,091 35,091 New 764,671


Latest News Headlines

View All
Create your free portfolio