Jericho Capital
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−2.39
- new+6.92
- added+2.95
Positions
| MCOMoody's Corporation | 7.42% | 1,406,479 | $123M | trimmed−20% | −2.39 pp | 5 q |
| unresolvedWebmd Health Corp | 7.23% | 2,485,597 | $120M | held | — | 3 q |
| AIYActivision Blizzard Inc | 6.92% | 5,151,000 | $115M | new | +6.92 pp | new |
| unresolvedQihoo 360 Technology Co. ADR | 6.88% | 1,240,607 | $114M | added+40% | +0.68 pp | 5 q |
| MLCOMelco Resorts & Entertainment Limited | 6.23% | 2,896,980 | $103M | added×2.4 | +2.95 pp | 5 q |
| unresolvedTime Warner Cable Inc | 6.21% | 700,000 | $103M | new | +6.21 pp | new |
| MELIMercado Libre, Inc | 5.93% | 1,031,471 | $98M | added+86% | +2.21 pp | 5 q |
| DATATableau Software, Inc. | 5.83% | 1,356,895 | $97M | added×2.7 | +3.09 pp | 2 q |
| TRIPTripAdvisor, Inc. | 5.20% | 794,858 | $86M | trimmed−16% | −0.86 pp | 2 q |
| METAMeta Platforms, Inc. Class A | 4.95% | 1,221,712 | $82M | trimmed−29% | −2.30 pp | 3 q |
| CCOICogent Communications Holdings, Inc. | 4.40% | 2,117,207 | $73M | added+9% | −0.46 pp | 5 q |
| SIRISirius XM Holdings, Inc | 3.81% | 18,300,438 | $63M | new | +3.81 pp | new |
| unresolvedBankrate Inc DEL | 3.72% | 3,519,511 | $62M | added+42% | +0.77 pp | 2 q |
| NFLXNetFlix Inc | 3.66% | 138,000 | $61M | new | +3.66 pp | new |
| TWTRTwitter, Inc. | 3.66% | 1,481,993 | $61M | new | +3.66 pp | new |
| WUBA58.COM Inc | 3.11% | 955,611 | $52M | added+7% | +0.49 pp | 2 q |
| unresolvedSBA Comms Corp | 3.05% | 495,506 | $51M | trimmed−43% | −2.49 pp | 4 q |
| BIDUBaidu, Inc. | 2.17% | 192,743 | $36M | new | +2.17 pp | new |
| TIMETime Inc | 2.14% | 1,469,243 | $36M | new | +2.14 pp | new |
| VODVodafone Group PLC | 1.83% | 911,819 | $30M | trimmed−9% | −0.78 pp | 2 q |
| BBBlackBerry Limited | 1.73% | 2,807,341 | $29M | trimmed−54% | −1.74 pp | 3 q |
| ECOMChanneladvisor Corporation | 1.33% | 837,036 | $22M | added+27% | −0.42 pp | 2 q |
| unresolvedLinkedin Corp Cl A | 1.27% | 123,000 | $21M | new | +1.27 pp | new |
| unresolvedInternational Game Technology | 1.21% | 1,266,397 | $20M | new | +1.21 pp | new |
| ZBRAZebra Technologies Corporation | 0.11% | 21,820 | $2M | new | +0.11 pp | new |
| unresolvedYahoo Inc | — | −3,842,223 | — | exited | −9.70 pp | — |
| unresolvedHertz Global Holdings Inc | — | −3,372,517 | — | exited | −6.32 pp | — |
| unresolvedPandora Media Inc | — | −2,604,914 | — | exited | −5.55 pp | — |
| VIPSVipshop Holdings Limited | — | −405,000 | — | exited | −4.25 pp | — |
| VYXNCR Voyix Corporation | — | −1,026,238 | — | exited | −2.64 pp | — |
| TMUST-Mobile US, Inc. | — | −234,338 | — | exited | −0.54 pp | — |
| unresolvedRocket Fuel Inc | — | −161,186 | — | exited | −0.49 pp | — |
| BCORBlucora Inc | — | −318,786 | — | exited | −0.44 pp | — |
