Jericho Capital Asset Management L.P. Q3 2016 Filing
Filed November 14, 2016
Portfolio Value
$2.5T
Holdings
35
Report Date
Q3 2016
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWMISHARES TR | 4,000,000 | $496.8B | 19.88% | Put |
| 2 | BABAALIBABA GROUP HLDG LTD | 2,025,436 | $214.3B | 8.58% | |
| 3 | EAELECTRONIC ARTS INC | 2,472,902 | $211.2B | 8.45% | |
| 4 | MRVLMARVELL TECHNOLOGY GROUP LTD | 10,843,439 | $143.9B | 5.76% | Call |
| 5 | GOOGLALPHABET INC | 137,000 | $110.2B | 4.41% | |
| 6 | QCOMQUALCOMM INC | 1,565,100 | $107.2B | 4.29% | |
| 7 | MLB1MERCADOLIBRE INC | 459,230 | $84.9B | 3.40% | |
| 8 | —ARRIS INTL INC | 2,932,596 | $83.1B | 3.32% | |
| 9 | TMUST MOBILE US INC | 1,593,047 | $74.4B | 2.98% | |
| 10 | NXPINXP SEMICONDUCTORS N V | 692,000 | $70.6B | 2.83% | |
| 11 | NOWSERVICENOW INC | 852,424 | $67.5B | 2.70% | |
| 12 | —SPRINT CORP | 10,176,256 | $67.5B | 2.70% | |
| 13 | CRMSALESFORCE COM INC | 912,923 | $65.1B | 2.61% | |
| 14 | KELKELLOGG CO | 811,448 | $62.9B | 2.52% | |
| 15 | AWNADVANCE AUTO PARTS INC | 396,484 | $59.1B | 2.37% | |
| 16 | SPLKCHFSPLUNK INC | 913,894 | $53.6B | 2.15% | |
| 17 | AVGOBROADCOM LTD | 274,897 | $47.4B | 1.90% | |
| 18 | AMDADVANCED MICRO DEVICES INC | 6,688,832 | $46.2B | 1.85% | |
| 19 | —STAMPS COM INC | 462,000 | $43.7B | 1.75% | |
| 20 | FDO.FMACYS INC | 1,045,218 | $38.7B | 1.55% | |
| 21 | MSGSMADISON SQUARE GARDEN CO NEW | 227,241 | $38.5B | 1.54% | |
| 22 | MUMICRON TECHNOLOGY INC | 1,877,097 | $33.4B | 1.34% | |
| 23 | CHTRCHARTER COMMUNICATIONS INC N | 116,955 | $31.6B | 1.26% | |
| 24 | ATHMAUTOHOME INC | 1,288,351 | $31.2B | 1.25% | |
| 25 | —PINNACLE FOODS INC DEL | 574,644 | $28.8B | 1.15% | |
| 26 | WBWEIBO CORP | 514,044 | $25.8B | 1.03% | |
| 27 | —COMPUTER SCIENCES CORP | 483,802 | $25.3B | 1.01% | |
| 28 | VIABVIACOM INC NEW | 633,505 | $24.1B | 0.97% | |
| 29 | ZEN1EURZENDESK INC | 748,255 | $23.0B | 0.92% | |
| 30 | PANWPALO ALTO NETWORKS INC | 139,000 | $22.1B | 0.89% | |
| 31 | FEYECHFFIREEYE INC | 1,479,168 | $21.8B | 0.87% | |
| 32 | PRKSSEAWORLD ENTMT INC | 1,531,635 | $20.6B | 0.83% | |
| 33 | —MONSTER WORLDWIDE INC | 2,722,423 | $9.8B | 0.39% | |
| 34 | FOSLFOSSIL GROUP INC | 343,288 | $9.5B | 0.38% | |
| 35 | —RACKSPACE HOSTING INC | 150,000 | $4.8B | 0.19% | Put |