Jericho Capital Asset Management L.P. Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$2.2T
Holdings
27
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADIANALOG DEVICES INC | 1,825,000 | $192.1B | 8.69% | |
| 2 | SESEA LTD | 7,790,600 | $183.2B | 8.28% | |
| 3 | VMWEURVMWARE INC | 984,658 | $177.7B | 8.04% | |
| 4 | NOWSERVICENOW INC | 545,642 | $134.5B | 6.08% | |
| 5 | —FORESCOUT TECHNOLOGIES INC | 3,087,794 | $129.4B | 5.85% | |
| 6 | XYZSQUARE INC | 1,639,631 | $122.8B | 5.55% | |
| 7 | MLB1MERCADOLIBRE INC | 215,000 | $109.2B | 4.94% | |
| 8 | JDJD COM INC | 3,334,779 | $100.5B | 4.55% | |
| 9 | ZEN1EURZENDESK INC | 1,133,296 | $96.3B | 4.36% | |
| 10 | MUMICRON TECHNOLOGY INC | 2,297,000 | $94.9B | 4.29% | |
| 11 | —INTERXION HOLDING N.V | 1,220,000 | $81.4B | 3.68% | |
| 12 | FOXAFOX CORP | 2,146,000 | $78.8B | 3.56% | |
| 13 | KEYSKEYSIGHT TECHNOLOGIES INC | 807,900 | $70.4B | 3.19% | |
| 14 | SAILEURSAILPOINT TECHNLGIES HLDGS I | 2,449,748 | $70.4B | 3.18% | |
| 15 | SIRIEURSIRIUS XM HLDGS INC | 11,460,000 | $65.0B | 2.94% | |
| 16 | ANETEURARISTA NETWORKS INC | 191,000 | $60.1B | 2.72% | |
| 17 | AMDADVANCED MICRO DEVICES INC | 2,323,000 | $59.3B | 2.68% | |
| 18 | DATATABLEAU SOFTWARE INC | 408,477 | $52.0B | 2.35% | |
| 19 | TWLOTWILIO INC | 369,500 | $47.7B | 2.16% | |
| 20 | BILIBILIBILI INC | 2,491,517 | $47.2B | 2.13% | |
| 21 | NEWREURNEW RELIC INC | 469,968 | $46.4B | 2.10% | |
| 22 | NBISYANDEX N V | 1,287,000 | $44.2B | 2.00% | |
| 23 | LNWOSCIENTIFIC GAMES CORP | 2,068,923 | $42.2B | 1.91% | |
| 24 | XLNXEURXILINX INC | 279,635 | $35.5B | 1.60% | |
| 25 | TTDTHE TRADE DESK INC | 178,000 | $35.2B | 1.59% | |
| 26 | HUYAHUYA INC | 1,080,646 | $30.4B | 1.37% | |
| 27 | LYFTLYFT INC | 60,000 | $4.7B | 0.21% |