13F-HR filed by Jericho Capital Asset Management L.P.
Jericho Capital Asset Management L.P. filed this 13F-HR for the quarter ended 2017-12-31, filed 2018-02-14, with 30 holding rows worth $1,915,308,000.
- Accession
- 0001172661-18-000783
- Filer
- CIK 1525234
- Filed
- 2018-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2017
A holdings report, 30 entries on the cover page, a total value of $1,915,308,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,915,308,000 with VALUE read as thousands by filing date, 13F file number 028-14687. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 900,972 | $147,183,000 | thousands by filing date | |
| VMWARE, INC. | 928563402 | CL A COM | 1,142,280 | $143,151,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 807,110 | $139,170,000 | thousands by filing date | |
| STAMPS COM INC | 852857200 | COM NEW | 605,173 | $113,773,000 | thousands by filing date | |
| NEW ORIENTAL EDUCATION & TECHN | 647581107 | SPON ADR | 1,165,128 | $109,522,000 | thousands by filing date | |
| GROUPON INC | 399473107 | COMMON STOCK | 20,878,862 | $106,482,000 | thousands by filing date | |
| RED HAT INC | 756577102 | COM | 810,785 | $97,375,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 1,255,780 | $92,451,000 | thousands by filing date | |
| TWITTER INC | 90184L102 | COM | 3,532,247 | $84,809,000 | thousands by filing date | |
| MATCH GROUP INC | 57665R106 | COM | 2,659,888 | $83,281,000 | thousands by filing date | |
| TABLEAU SOFTWARE INC | 87336U105 | CL A | 952,495 | $65,913,000 | thousands by filing date | |
| MARVELL TECHNOLOGY GROUP LTD | G5876H105 | ORD | 2,680,169 | $57,543,000 | thousands by filing date | |
| OPTIMUM COMMUNICATIONS INC | 02156K103 | CL A | 2,662,755 | $56,530,000 | thousands by filing date | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 1,718,427 | $56,278,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 387,307 | $56,136,000 | thousands by filing date | |
| ILG INC | 44967H101 | COM | 1,964,377 | $55,945,000 | thousands by filing date | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 316,007 | $54,559,000 | thousands by filing date | |
| OKTAINCCLASSA | 679295105 | STOK | 1,685,399 | $43,163,000 | thousands by filing date | |
| 58 COM INC | 31680Q104 | SPON ADR REP A | 601,908 | $43,079,000 | thousands by filing date | |
| ServiceNow,Inc. | 81762P102 | COM | 280,023 | $36,512,000 | thousands by filing date | |
| SNAP INC | 83304A106 | CL A | 2,469,216 | $36,075,000 | thousands by filing date | |
| ELLIE MAE INC | 28849P100 | COM | 395,000 | $35,313,000 | thousands by filing date | |
| NETAPP INC COM | 64110D104 | Stock | 588,307 | $32,545,000 | thousands by filing date | |
| VIASAT INC | 92552V100 | COM | 397,000 | $29,715,000 | thousands by filing date | |
| MELLANOX TECHNOLOGIES LTD | M51363113 | COMMON STOCK | 432,492 | $27,982,000 | thousands by filing date | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 158,000 | $27,464,000 | thousands by filing date | |
| AMBARELLA INC | G037AX101 | SHS | 461,154 | $27,093,000 | thousands by filing date | |
| MONOTYPE IMAGING HOLDINGS, INC | 61022P100 | COM | 798,440 | $19,242,000 | thousands by filing date | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 886,000 | $18,553,000 | thousands by filing date | |
| SINCLAIR BROADCAST GROUP INC | 829226109 | CL A | 488,000 | $18,471,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-18-000783 | this filing | 2018-02-14 | acceptance time not in the bulk data set |