Jericho Capital Asset Management L.P. Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$1.8T
Holdings
25
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATVIEURACTIVISION BLIZZARD INC | 4,737,788 | $281.5B | 15.25% | |
| 2 | UBERUBER TECHNOLOGIES INC | 5,163,236 | $153.6B | 8.32% | |
| 3 | NXPINXP SEMICONDUCTORS N V | 997,744 | $127.0B | 6.88% | |
| 4 | DOCUDOCUSIGN INC | 1,624,861 | $120.4B | 6.52% | |
| 5 | LYVLIVE NATION ENTERTAINMENT IN | 1,675,000 | $119.7B | 6.48% | |
| 6 | —FORESCOUT TECHNOLOGIES INC | 3,345,094 | $109.7B | 5.94% | |
| 7 | PYPLPAYPAL HLDGS INC | 974,000 | $105.4B | 5.71% | |
| 8 | SPLKCHFSPLUNK INC | 692,000 | $103.6B | 5.61% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,617,932 | $94.0B | 5.09% | |
| 10 | SESEA LTD | 1,929,754 | $77.6B | 4.20% | |
| 11 | —INTERXION HOLDING N.V | 898,000 | $75.3B | 4.08% | |
| 12 | ZEN1EURZENDESK INC | 901,716 | $69.1B | 3.74% | |
| 13 | MUMICRON TECHNOLOGY INC | 1,200,023 | $64.5B | 3.50% | |
| 14 | TWTRUSDTWITTER INC | 1,843,235 | $59.1B | 3.20% | |
| 15 | NEWREURNEW RELIC INC | 594,904 | $39.1B | 2.12% | |
| 16 | NXSTNEXSTAR MEDIA GROUP INC | 289,769 | $34.0B | 1.84% | |
| 17 | HTHTHUAZHU GROUP LTD | 824,000 | $33.0B | 1.79% | |
| 18 | AMDADVANCED MICRO DEVICES INC | 695,100 | $31.9B | 1.73% | |
| 19 | ZZILLOW GROUP INC | 668,544 | $30.7B | 1.66% | |
| 20 | —ELDORADO RESORTS INC | 508,407 | $30.3B | 1.64% | |
| 21 | BIDUNBAIDU INC | 177,000 | $22.4B | 1.21% | |
| 22 | WUBAUSD58 COM INC | 338,421 | $21.9B | 1.19% | |
| 23 | —2U INC | 798,385 | $19.2B | 1.04% | |
| 24 | NETCLOUDFLARE INC | 940,518 | $16.0B | 0.87% | |
| 25 | STAASTAAR SURGICAL CO | 209,982 | $7.4B | 0.40% |