Jericho Capital
Picture
Moves
Options: 1 move on a notional base, in the table below.
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- trimmed−2.94
Positions
| unresolvedMcGraw Hill | 6.93% | 1,496,800 | $98M | trimmed−4% | −1.87 pp | 2 q |
| MLCOMelco Resorts & Entertainment Limited | 6.64% | 2,956,852 | $94M | held | — | 2 q |
| unresolvedPandora Media Inc | 6.29% | 3,547,427 | $89M | held | — | 2 q |
| unresolvedAlcatel-lucent | 5.54% | 22,238,328 | $79M | added+28% | +2.18 pp | 2 q |
| MCOMoody's Corporation | 5.30% | 1,066,990 | $75M | trimmed−16% | −2.94 pp | 2 q |
| CTRPTrip.com Group Limited | 5.19% | 1,260,250 | $74M | added+53% | +2.35 pp | 2 q |
| BIDUBaidu, Inc. | 4.14% | 377,600 | $59M | new | +4.14 pp | new |
| CCOICogent Communications Holdings, Inc. | 3.81% | 1,672,543 | $54M | added+18% | −0.41 pp | 2 q |
| ZNGAZynga Inc. Cl A | 3.58% | 13,803,230 | $51M | new | +3.58 pp | new |
| LVSLas Vegas Sands Corp. | 3.48% | 743,000 | $49M | new | +3.48 pp | new |
| unresolvedCrwn Castle Int'l Corp. | 3.46% | 670,500 | $49M | trimmed−48% | −6.51 pp | 2 q |
| SINASina Corp | 3.30% | 576,574 | $47M | added+58% | +1.15 pp | 2 q |
| NBISNebius Group N.V. Class A | 3.18% | 1,239,000 | $45M | new | +3.18 pp | new |
| NFLXNetFlix Inc | 2.99% | 137,000 | $42M | new | +2.99 pp | new |
| unresolvedQihoo 360 Technology Co. ADR | 2.97% | 506,007 | $42M | trimmed−51% | −2.06 pp | 2 q |
| unresolvedSBA Comms Corp | 2.90% | 510,350 | $41M | new | +2.90 pp | new |
| unresolvedInformatica Corp | 2.70% | 980,820 | $38M | trimmed−23% | −2.03 pp | 2 q |
| unresolvedTrulia Inc | 2.69% | 811,729 | $38M | new | +2.69 pp | new |
| HIMXHimax Technologies, Inc. | 2.65% | 3,749,638 | $37M | new | +2.65 pp | new |
| unresolvedCharter Comm's Inc | 2.27% | 239,000 | $32M | new | +2.27 pp | new |
| unresolvedEllie Mae | 2.27% | 1,006,334 | $32M | new | +2.27 pp | new |
| INXNInterxion Holding NV | 2.25% | 1,433,550 | $32M | held | — | 2 q |
| unresolvedQlik Technologies Inc | 2.22% | 917,565 | $31M | new | +2.22 pp | new |
| CVCCablevision Sys Cp NY Grp Cl-a | 2.16% | 1,818,396 | $31M | new | +2.16 pp | new |
| INFNInfinera Corporation | 1.91% | 2,391,991 | $27M | new | +1.91 pp | new |
| unresolvedMarketo Inc | 1.80% | 800,900 | $26M | new | +1.80 pp | new |
| CIENCiena Corporation | 1.72% | 972,211 | $24M | new | +1.72 pp | new |
| TTWOTake-Two Interactive Software Inc | 1.53% | 1,193,000 | $22M | held | — | 2 q |
| VTYVerint Systems Inc | 1.44% | 552,000 | $20M | held | — | 2 q |
| unresolvedFusion-io Inc | 1.33% | 1,409,000 | $19M | new | +1.33 pp | new |
| MMMillennial Media Inc Com Stk (De) | 0.78% | 1,564,884 | $11M | new | +0.78 pp | new |
| MELIMercado Libre, Inc | 0.57% | 59,765 | $8M | trimmed−83% | −3.34 pp | 2 q |
| unresolvedGoogle Inc. | — | −74,400 | — | exited | −6.93 pp | — |
| TRIPTripAdvisor, Inc. | — | −717,300 | — | exited | −4.62 pp | — |
| unresolvedCBS Corp | — | −795,000 | — | exited | −4.11 pp | — |
| DISThe Walt Disney Company | — | −575,000 | — | exited | −3.84 pp | — |
| unresolvedEquinix Inc | — | −137,142 | — | exited | −2.68 pp | — |
| NICENICE Ltd | — | −432,000 | — | exited | −1.69 pp | — |
| unresolvedAnnies Inc | — | −224,870 | — | exited | −1.02 pp | — |