Jericho Capital
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| METAMeta Platforms, Inc. Class A | 10.19% | 2,624,759 | $143M | new | +10.19 pp | new |
| unresolvedYahoo Inc | 9.61% | 3,344,223 | $135M | new | +9.61 pp | new |
| MCOMoody's Corporation | 8.98% | 1,610,781 | $126M | added+51% | +3.68 pp | 3 q |
| LVSLas Vegas Sands Corp. | 6.47% | 1,153,664 | $91M | added+55% | +2.99 pp | 2 q |
| AMZNAmazon.Com Inc | 5.87% | 207,000 | $83M | new | +5.87 pp | new |
| unresolvedQihoo 360 Technology Co. ADR | 5.77% | 988,992 | $81M | added+95% | +2.80 pp | 3 q |
| MLCOMelco Resorts & Entertainment Limited | 5.68% | 2,036,917 | $80M | trimmed−31% | −0.96 pp | 3 q |
| unresolvedCrwn Castle Int'l Corp. | 5.48% | 1,049,408 | $77M | added+57% | +2.02 pp | 3 q |
| unresolvedMcGraw Hill | 5.48% | 985,872 | $77M | trimmed−34% | −1.45 pp | 3 q |
| unresolvedSBA Comms Corp | 5.37% | 841,350 | $76M | added+65% | +2.47 pp | 2 q |
| unresolvedCharter Comm's Inc | 5.07% | 522,000 | $71M | added×2.2 | +2.80 pp | 2 q |
| CCOICogent Communications Holdings, Inc. | 4.80% | 1,672,543 | $68M | held | — | 3 q |
| WYNNWynn Resorts Ltd | 4.38% | 317,000 | $62M | new | +4.38 pp | new |
| unresolvedVerifone Sys Inc | 3.95% | 2,073,238 | $56M | new | +3.95 pp | new |
| BBBlackBerry Limited | 3.56% | 6,726,349 | $50M | new | +3.56 pp | new |
| unresolvedWebmd Health Corp | 2.50% | 891,855 | $35M | new | +2.50 pp | new |
| unresolvedTrulia Inc | 2.01% | 802,510 | $28M | trimmed−1% | −0.68 pp | 2 q |
| unresolvedPandora Media Inc | 1.91% | 1,009,073 | $27M | trimmed−72% | −4.38 pp | 3 q |
| ZNGAZynga Inc. Cl A | 1.80% | 6,663,948 | $25M | trimmed−52% | −1.78 pp | 2 q |
| BCORBlucora Inc | 0.66% | 318,786 | $9M | new | +0.66 pp | new |
| MELIMercado Libre, Inc | 0.46% | 59,765 | $6M | held | — | 3 q |
| unresolvedAlcatel-lucent | — | −22,238,328 | — | exited | −5.54 pp | — |
| CTRPTrip.com Group Limited | — | −1,260,250 | — | exited | −5.19 pp | — |
| BIDUBaidu, Inc. | — | −377,600 | — | exited | −4.14 pp | — |
| SINASina Corp | — | −576,574 | — | exited | −3.30 pp | — |
| NBISNebius Group N.V. Class A | — | −1,239,000 | — | exited | −3.18 pp | — |
| NFLXNetFlix Inc | — | −137,000 | — | exited | −2.99 pp | — |
| unresolvedInformatica Corp | — | −980,820 | — | exited | −2.70 pp | — |
| HIMXHimax Technologies, Inc. | — | −3,749,638 | — | exited | −2.65 pp | — |
| unresolvedEllie Mae | — | −1,006,334 | — | exited | −2.27 pp | — |
| INXNInterxion Holding NV | — | −1,433,550 | — | exited | −2.25 pp | — |
| unresolvedQlik Technologies Inc | — | −917,565 | — | exited | −2.22 pp | — |
| CVCCablevision Sys Cp NY Grp Cl-a | — | −1,818,396 | — | exited | −2.16 pp | — |
| INFNInfinera Corporation | — | −2,391,991 | — | exited | −1.91 pp | — |
| unresolvedMarketo Inc | — | −800,900 | — | exited | −1.80 pp | — |
| CIENCiena Corporation | — | −972,211 | — | exited | −1.72 pp | — |
| TTWOTake-Two Interactive Software Inc | — | −1,193,000 | — | exited | −1.53 pp | — |
| VTYVerint Systems Inc | — | −552,000 | — | exited | −1.44 pp | — |
| unresolvedFusion-io Inc | — | −1,409,000 | — | exited | −1.33 pp | — |
| MMMillennial Media Inc Com Stk (De) | — | −1,564,884 | — | exited | −0.78 pp | — |