Jericho Capital Asset Management L.P. Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$1.8T
Holdings
18
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SNAPSNAP INC | 15,587,145 | $246.3B | 14.06% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,984,000 | $185.2B | 10.57% | |
| 3 | MLB1MERCADOLIBRE INC | 281,765 | $155.3B | 8.86% | |
| 4 | SESEA LTD | 4,377,859 | $135.5B | 7.73% | |
| 5 | NOWSERVICENOW INC | 524,000 | $133.0B | 7.59% | |
| 6 | —FORESCOUT TECHNOLOGIES INC | 3,345,094 | $126.8B | 7.24% | |
| 7 | CRWDCROWDSTRIKE HLDGS INC | 2,050,104 | $119.5B | 6.82% | |
| 8 | OUTOUTFRONT MEDIA INC | 3,489,299 | $96.9B | 5.53% | |
| 9 | TWLOTWILIO INC | 724,665 | $79.7B | 4.55% | |
| 10 | DOCUDOCUSIGN INC | 1,245,460 | $77.1B | 4.40% | |
| 11 | —INTERXION HOLDING N.V | 898,000 | $73.2B | 4.18% | |
| 12 | AMDADVANCED MICRO DEVICES INC | 2,473,578 | $71.7B | 4.09% | |
| 13 | ETSYETSY INC | 1,177,686 | $66.5B | 3.80% | |
| 14 | ESTCELASTIC N V | 701,392 | $57.8B | 3.30% | |
| 15 | MUMICRON TECHNOLOGY INC | 1,113,089 | $47.7B | 2.72% | |
| 16 | MATMATTEL INC | 3,817,899 | $43.5B | 2.48% | |
| 17 | NEWREURNEW RELIC INC | 503,904 | $31.0B | 1.77% | |
| 18 | STAASTAAR SURGICAL CO | 209,982 | $5.4B | 0.31% |