HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ACTIVISION BLIZZARD INC |
2,889,371 | -1,848,417 | $171,860 |
| ATVI | 2,889,371 | -1,848,417 | $171,860 |
| CITRIX SYS INC |
980,850 | +980,850 | $138,839 |
| CTXS | 980,850 | +980,850 | $138,839 |
| AMAZON COM INC |
64,308 | +64,308 | $125,383 |
| AMZN | 64,308 | +64,308 | $125,383 |
| T MOBILE US INC |
1,321,126 | +1,321,126 | $110,842 |
| TMUS | 1,321,126 | +1,321,126 | $110,842 |
| CLOUDFLARE INC |
3,058,272 | +2,117,754 | $71,808 |
| NET | 3,058,272 | +2,117,754 | $71,808 |
| MELLANOX TECHNOLOGIES LTD |
444,000 | +444,000 | $53,866 |
| MLNX | 444,000 | +444,000 | $53,866 |
| DOCUSIGN INC |
557,861 | -1,067,000 | $51,546 |
| DOCU | 557,861 | -1,067,000 | $51,546 |
| EQUINIX INC |
80,348 | +80,348 | $50,183 |
| EQIX | 80,348 | +80,348 | $50,183 |
| GCI LIBERTY INC |
880,120 | +880,120 | $50,140 |
| GLIBA | 880,120 | +880,120 | $50,140 |
| INTEL CORP |
912,425 | +912,425 | $49,380 |
| INTC | 912,425 | +912,425 | $49,380 |
| NVIDIA CORP |
185,043 | +185,043 | $48,777 |
| NVDA | 185,043 | +185,043 | $48,777 |
| CROWDSTRIKE HLDGS INC |
693,441 | +693,441 | $38,611 |
| CRWD | 693,441 | +693,441 | $38,611 |
| GODADDY INC |
627,000 | +627,000 | $35,808 |
| GDDY | 627,000 | +627,000 | $35,808 |
| UBER TECHNOLOGIES INC |
1,157,685 | -4,005,551 | $32,323 |
| UBER | 1,157,685 | -4,005,551 | $32,323 |
| 21VIANET GROUP INC |
1,951,962 | +1,951,962 | $27,054 |
| VNET | 1,951,962 | +1,951,962 | $27,054 |
| BILIBILI INC |
1,148,539 | +1,148,539 | $26,899 |
| BILI | 1,148,539 | +1,148,539 | $26,899 |
| EBAY INC |
800,000 | +800,000 | $24,048 |
| EBAY | 800,000 | +800,000 | $24,048 |
| ATLASSIAN CORP PLC |
172,942 | +172,942 | $23,738 |
| TEAM | 172,942 | +172,942 | $23,738 |
| SEA LTD |
475,754 | -1,454,000 | $21,081 |
| SE | 475,754 | -1,454,000 | $21,081 |
| RINGCENTRAL INC |
91,910 | +91,910 | $19,477 |
| RNG | 91,910 | +91,910 | $19,477 |
| JD COM INC |
468,309 | +468,309 | $18,967 |
| JD | 468,309 | +468,309 | $18,967 |
| GDS HLDGS LTD |
280,191 | +280,191 | $16,243 |
| GDS | 280,191 | +280,191 | $16,243 |
| GRUBHUB INC |
373,377 | +373,377 | $15,208 |
| GRUB | 373,377 | +373,377 | $15,208 |
| PINDUODUO INC |
354,275 | +354,275 | $12,765 |
| PDD | 354,275 | +354,275 | $12,765 |
| STAAR SURGICAL CO |
209,982 | UNCH | $6,774 |
| STAA | 209,982 | UNCH | $6,774 |
See Full List: All Stocks Held By Jericho Capital Asset Management L.P.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Jericho Capital Asset Management L.P.
|
Size ($ in 1000's)
At 03/31/2020: $1,243,788 At 12/31/2019: $1,846,341 Jericho Capital Asset Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jericho Capital Asset Management L.P. 13F filings. Link to 13F filings: SEC filings |
