Jericho Capital
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| NXPINXP Semiconductors N.V. | 17.82% | 3,760,529 | $411M | new | +17.82 pp | new |
| VMWVMware, Inc | 15.70% | 2,462,061 | $362M | added+35% | +3.60 pp | 3 q |
| MOMOHello Group Inc. | 10.02% | 5,309,180 | $231M | added×5.1 | +7.89 pp | 2 q |
| SPOTSpotify Technology S.A. | 8.32% | 1,139,655 | $192M | new | +8.32 pp | new |
| TWTRTwitter, Inc. | 6.99% | 3,692,720 | $161M | added0% | +1.15 pp | 3 q |
| DATATableau Software, Inc. | 6.41% | 1,511,517 | $148M | added+64% | +2.32 pp | 5 q |
| MSGSMadison Square Garden Sports Corp. | 4.26% | 316,841 | $98M | new | +4.26 pp | new |
| NFLXNetFlix Inc | 3.87% | 228,000 | $89M | added+11% | +0.56 pp | 2 q |
| ZENZendesk Inc | 3.65% | 1,542,994 | $84M | added×3.8 | +2.60 pp | 2 q |
| NVDANvidia Corp | 3.44% | 334,613 | $79M | new | +3.44 pp | new |
| unresolvedEllie Mae | 2.61% | 579,414 | $60M | trimmed−20% | −1.04 pp | 3 q |
| MLNXMellanox Technologies Ltd | 2.59% | 708,423 | $60M | added0% | −0.23 pp | 3 q |
| GDDYGoDaddy Inc | 2.26% | 737,536 | $52M | new | +2.26 pp | new |
| GRPNGroupon, Inc. | 1.93% | 10,368,061 | $45M | trimmed−45% | −2.57 pp | 4 q |
| MRVLMarvell Technology, Inc. | 1.92% | 2,062,483 | $44M | trimmed−62% | −4.39 pp | 8 q |
| AMDAdvanced Micro Devices | 1.77% | 2,729,273 | $41M | new | +1.77 pp | new |
| SPLKSplunk Inc | 1.75% | 406,531 | $40M | new | +1.75 pp | new |
| FSCTForeScout Technologies, Inc. | 1.73% | 1,164,680 | $40M | new | +1.73 pp | new |
| MTCHMatch Group, Inc | 1.29% | 766,119 | $30M | trimmed−45% | −2.10 pp | 4 q |
| BILIBilibili Inc. | 0.91% | 1,500,000 | $21M | trimmed−55% | −1.08 pp | 2 q |
| unresolvedPuxin Ltd | 0.58% | 628,384 | $13M | new | +0.58 pp | new |
| HUYAHUYA Inc. | 0.18% | 125,000 | $4M | new | +0.18 pp | new |
| RHTRed Hat Inc | — | −810,785 | — | exited | −6.63 pp | — |
| VIPSVipshop Holdings Limited | — | −6,847,039 | — | exited | −6.23 pp | — |
| unresolvedIlg Inc | — | −2,935,817 | — | exited | −5.00 pp | — |
| PANWPalo Alto Networks, Inc. | — | −497,268 | — | exited | −4.94 pp | — |
| BKNGBooking Holdings Inc. | — | −38,000 | — | exited | −4.33 pp | — |
| PYPLPayPal Holdings, Inc. | — | −1,025,496 | — | exited | −4.26 pp | — |
| STMPStamps.com, Inc. | — | −372,515 | — | exited | −4.10 pp | — |
| PAGSPagSeguro Digital Ltd. | — | −1,782,565 | — | exited | −3.74 pp | — |
| NUANNuance Communications, Inc. | — | −3,211,341 | — | exited | −2.77 pp | — |
| MUMicron Technology, Inc. | — | −931,288 | — | exited | −2.66 pp | — |
| unresolvedNew Oriental Ed & Tech Grp I | — | −535,282 | — | exited | −2.57 pp | — |
| WUBA58.COM Inc | — | −364,916 | — | exited | −1.60 pp | — |
