Jericho Capital
Picture
Moves
Positions
| unresolvedCrwn Castle Int'l Corp. | 9.97% | 1,301,000 | $94M | held | — | new |
| unresolvedMcGraw Hill | 8.80% | 1,563,000 | $83M | held | — | new |
| MCOMoody's Corporation | 8.24% | 1,277,400 | $78M | held | — | new |
| MLCOMelco Resorts & Entertainment Limited | 7.00% | 2,956,852 | $66M | held | — | new |
| unresolvedGoogle Inc. | 6.93% | 74,400 | $66M | held | — | new |
| unresolvedPandora Media Inc | 6.91% | 3,547,427 | $65M | held | — | new |
| unresolvedQihoo 360 Technology Co. ADR | 5.03% | 1,029,504 | $48M | held | — | new |
| unresolvedInformatica Corp | 4.73% | 1,278,000 | $45M | held | — | new |
| TRIPTripAdvisor, Inc. | 4.62% | 717,300 | $44M | held | — | new |
| CCOICogent Communications Holdings, Inc. | 4.22% | 1,415,208 | $40M | held | — | new |
| unresolvedCBS Corp | 4.11% | 795,000 | $39M | held | — | new |
| INXNInterxion Holding NV | 3.97% | 1,433,550 | $37M | held | — | new |
| MELIMercado Libre, Inc | 3.91% | 343,100 | $37M | held | — | new |
| DISThe Walt Disney Company | 3.84% | 575,000 | $36M | held | — | new |
| unresolvedAlcatel-lucent | 3.36% | 17,440,011 | $32M | held | — | new |
| CTRPTrip.com Group Limited | 2.84% | 821,350 | $27M | held | — | new |
| unresolvedEquinix Inc | 2.68% | 137,142 | $25M | held | — | new |
| SINASina Corp | 2.15% | 365,000 | $20M | held | — | new |
| VTYVerint Systems Inc | 2.07% | 552,000 | $20M | held | — | new |
| TTWOTake-Two Interactive Software Inc | 1.89% | 1,193,000 | $18M | held | — | new |
| NICENICE Ltd | 1.69% | 432,000 | $16M | held | — | new |
| unresolvedAnnies Inc | 1.02% | 224,870 | $10M | held | — | new |
Other 13(f) securities
Options
| Contract | % of notional | Shares | Notional |
|---|---|---|---|
| AAPL CALL | 100.00% | 1,200,000 | $476M |
Notes