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
- trimmed−0.06
- new+6.58
- new+6.46
- trimmed−0.19
- new+5.24
Positions
| TMUST-Mobile US, Inc. | 8.20% | 1,825,477 | $118M | trimmed−22% | −0.06 pp | 5 q |
| METAMeta Platforms, Inc. Class A | 6.58% | 665,968 | $95M | new | +6.58 pp | new |
| RHTRed Hat Inc | 6.46% | 1,073,017 | $93M | new | +6.46 pp | new |
| MRVLMarvell Technology, Inc. | 6.18% | 5,819,736 | $89M | trimmed−22% | −0.19 pp | 3 q |
| MOMOHello Group Inc. | 5.24% | 2,210,463 | $75M | new | +5.24 pp | new |
| STMPStamps.com, Inc. | 4.91% | 596,303 | $71M | added+1% | +0.72 pp | 3 q |
| ZENZendesk Inc | 4.80% | 2,459,840 | $69M | added+37% | +2.44 pp | 11 q |
| NOWServicenow, Inc. | 4.54% | 745,610 | $65M | added+8% | +1.36 pp | 3 q |
| MELIMercado Libre, Inc | 3.49% | 237,176 | $50M | trimmed−14% | +0.84 pp | 5 q |
| EXPEExpedia Group, Inc. | 3.41% | 388,956 | $49M | new | +3.41 pp | new |
| ADIAnalog Devices, Inc. | 3.35% | 587,864 | $48M | added+15% | +1.06 pp | 2 q |
| DISHDISH Network Corp. | 3.31% | 749,762 | $48M | trimmed−55% | −2.63 pp | 2 q |
| AIYActivision Blizzard Inc | 3.30% | 950,378 | $47M | new | +3.30 pp | new |
| CHTRCharter Comm Inc Del CL A New | 3.28% | 144,000 | $47M | trimmed−40% | −0.97 pp | 4 q |
| CTRPTrip.com Group Limited | 3.28% | 958,000 | $47M | new | +3.28 pp | new |
| unresolvedBroadcom Ltd | 3.23% | 212,000 | $46M | new | +3.23 pp | new |
| TTWOTake-Two Interactive Software Inc | 3.22% | 780,968 | $46M | added+95% | +2.00 pp | 2 q |
| CRTOCriteo S.A. | 3.12% | 897,843 | $45M | new | +3.12 pp | new |
| unresolvedNew Oriental Ed & Tech Grp I | 3.08% | 732,000 | $44M | new | +3.08 pp | new |
| SYMCGen Digital Inc. | 2.69% | 1,260,212 | $39M | new | +2.69 pp | new |
| PFPTProofpoint, Inc. | 2.27% | 438,751 | $33M | trimmed−23% | −0.23 pp | 2 q |
| LCHappen, Inc. | 2.26% | 5,908,997 | $32M | new | +2.26 pp | new |
| unresolvedComputer Sciences Corp | 2.21% | 460,632 | $32M | trimmed−49% | −1.08 pp | 3 q |
| MBTMobile TeleSystems Public Joint Stock Company | 2.13% | 2,781,030 | $31M | trimmed−22% | +0.13 pp | 2 q |
| FWONKLiberty Media Corporation Series C Liberty Formula One | 2.01% | 845,545 | $29M | new | +2.01 pp | new |
| CAVMCavium LLC | 1.45% | 290,745 | $21M | new | +1.45 pp | new |
| TRCOTribune Media Company Class A | 1.08% | 417,000 | $16M | new | +1.08 pp | new |
| CBBCincinnati Bell Inc. | 0.91% | 742,551 | $13M | new | +0.91 pp | new |
| TWXTime Warner Inc | — | −1,255,000 | — | exited | −7.48 pp | — |
| DISThe Walt Disney Company | — | −859,000 | — | exited | −5.53 pp | — |
| unresolvedPandora Media Inc | — | −6,047,818 | — | exited | −4.87 pp | — |
| BABAAlibaba Group Holding Limited | — | −849,111 | — | exited | −4.60 pp | — |
| SABRSabre Corporation | — | −2,962,685 | — | exited | −4.56 pp | — |
| MGMMgm Resorts International | — | −2,514,926 | — | exited | −4.48 pp | — |
| CRMSalesforce, Inc. | — | −773,451 | — | exited | −3.27 pp | — |
| AMDAdvanced Micro Devices | — | −4,628,851 | — | exited | −3.24 pp | — |
| NVDANvidia Corp | — | −409,000 | — | exited | −2.70 pp | — |
| unresolvedArris Intl Inc | — | −1,360,950 | — | exited | −2.53 pp | — |
| CYCypress Semiconductor | — | −3,074,000 | — | exited | −2.17 pp | — |
| TXNTexas Instruments Incorporated | — | −371,000 | — | exited | −1.67 pp | — |
| FEYEFireEye, Inc. | — | −2,077,796 | — | exited | −1.53 pp | — |
| XLNXXilinx Inc | — | −294,000 | — | exited | −1.10 pp | — |
| unresolvedSprint Corporation | — | −2,067,000 | — | exited | −1.07 pp | — |
| FTNTFortinet, Inc. | — | −375,741 | — | exited | −0.70 pp | — |
