Jericho Capital Asset Management L.P. Q2 2016 Filing
Filed August 15, 2016
Portfolio Value
$1.8T
Holdings
22
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATVIEURACTIVISION BLIZZARD INC | 5,623,083 | $222.8B | 12.26% | |
| 2 | AMZNAMAZON COM INC | 305,798 | $218.8B | 12.04% | Call |
| 3 | KELKELLOGG CO | 2,294,417 | $187.3B | 10.30% | |
| 4 | TMUST MOBILE US INC | 3,233,622 | $139.9B | 7.70% | |
| 5 | MLB1MERCADOLIBRE INC | 784,297 | $110.3B | 6.07% | |
| 6 | PFPTPROOFPOINT INC | 1,473,315 | $93.0B | 5.11% | |
| 7 | AVGOBROADCOM LTD | 582,997 | $90.6B | 4.98% | |
| 8 | MSGSMADISON SQUARE GARDEN CO NEW | 454,652 | $78.4B | 4.31% | |
| 9 | ZEN1EURZENDESK INC | 2,951,767 | $77.9B | 4.28% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 873,033 | $69.4B | 3.82% | |
| 11 | —COACH INC | 1,648,394 | $67.2B | 3.69% | |
| 12 | NXPINXP SEMICONDUCTORS N V | 801,369 | $62.8B | 3.45% | |
| 13 | DKSDICKS SPORTING GOODS INC | 1,289,000 | $58.1B | 3.19% | |
| 14 | VIABVIACOM INC NEW | 1,375,664 | $57.0B | 3.14% | |
| 15 | —ARRIS INTL INC | 2,218,280 | $46.5B | 2.56% | |
| 16 | CHTRCHARTER COMMUNICATIONS INC N | 199,406 | $45.6B | 2.51% | |
| 17 | WUBAUSD58 COM INC | 926,479 | $42.5B | 2.34% | |
| 18 | SPLKCHFSPLUNK INC | 748,000 | $40.5B | 2.23% | |
| 19 | DLTRDOLLAR TREE INC | 348,352 | $32.8B | 1.81% | |
| 20 | ONON SEMICONDUCTOR CORP | 3,486,000 | $30.7B | 1.69% | |
| 21 | CTRPUSDCTRIP COM INTL LTD | 563,902 | $23.2B | 1.28% | |
| 22 | DPZDOMINOS PIZZA INC | 171,952 | $22.6B | 1.24% |