Jericho Capital
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+0.83
- trimmed−2.94
Positions
| MCOMoody's Corporation | 9.81% | 1,759,411 | $140M | added+9% | +0.83 pp | 4 q |
| unresolvedYahoo Inc | 9.70% | 3,842,223 | $138M | added+15% | +0.09 pp | 2 q |
| METAMeta Platforms, Inc. Class A | 7.25% | 1,711,168 | $103M | trimmed−35% | −2.94 pp | 2 q |
| unresolvedWebmd Health Corp | 7.23% | 2,485,597 | $103M | added×2.8 | +4.73 pp | 2 q |
| unresolvedHertz Global Holdings Inc | 6.32% | 3,372,517 | $90M | new | +6.32 pp | new |
| unresolvedQihoo 360 Technology Co. ADR | 6.20% | 885,916 | $88M | trimmed−10% | +0.43 pp | 4 q |
| TRIPTripAdvisor, Inc. | 6.06% | 951,631 | $86M | new | +6.06 pp | new |
| unresolvedPandora Media Inc | 5.55% | 2,604,914 | $79M | added×2.6 | +3.64 pp | 4 q |
| unresolvedSBA Comms Corp | 5.54% | 866,506 | $79M | added+3% | +0.17 pp | 3 q |
| CCOICogent Communications Holdings, Inc. | 4.86% | 1,947,543 | $69M | added+16% | +0.06 pp | 4 q |
| VIPSVipshop Holdings Limited | 4.25% | 405,000 | $60M | new | +4.25 pp | new |
| MELIMercado Libre, Inc | 3.72% | 555,696 | $53M | added×9.3 | +3.26 pp | 4 q |
| BBBlackBerry Limited | 3.47% | 6,108,713 | $49M | trimmed−9% | −0.09 pp | 2 q |
| MLCOMelco Resorts & Entertainment Limited | 3.28% | 1,205,842 | $47M | trimmed−41% | −2.40 pp | 4 q |
| unresolvedBankrate Inc DEL | 2.95% | 2,481,484 | $42M | new | +2.95 pp | new |
| DATATableau Software, Inc. | 2.74% | 512,000 | $39M | new | +2.74 pp | new |
| VYXNCR Voyix Corporation | 2.64% | 1,026,238 | $38M | new | +2.64 pp | new |
| WUBA58.COM Inc | 2.62% | 894,252 | $37M | new | +2.62 pp | new |
| VODVodafone Group PLC | 2.61% | 1,007,181 | $37M | new | +2.61 pp | new |
| ECOMChanneladvisor Corporation | 1.75% | 659,036 | $25M | new | +1.75 pp | new |
| TMUST-Mobile US, Inc. | 0.54% | 234,338 | $8M | new | +0.54 pp | new |
| unresolvedRocket Fuel Inc | 0.49% | 161,186 | $7M | new | +0.49 pp | new |
| BCORBlucora Inc | 0.44% | 318,786 | $6M | held | — | 2 q |
| LVSLas Vegas Sands Corp. | — | −1,153,664 | — | exited | −6.47 pp | — |
| AMZNAmazon.Com Inc | — | −207,000 | — | exited | −5.87 pp | — |
| unresolvedCrwn Castle Int'l Corp. | — | −1,049,408 | — | exited | −5.48 pp | — |
| unresolvedMcGraw Hill | — | −985,872 | — | exited | −5.48 pp | — |
| unresolvedCharter Comm's Inc | — | −522,000 | — | exited | −5.07 pp | — |
| WYNNWynn Resorts Ltd | — | −317,000 | — | exited | −4.38 pp | — |
| unresolvedVerifone Sys Inc | — | −2,073,238 | — | exited | −3.95 pp | — |
| unresolvedTrulia Inc | — | −802,510 | — | exited | −2.01 pp | — |
| ZNGAZynga Inc. Cl A | — | −6,663,948 | — | exited | −1.80 pp | — |
