13F-HR filed by Jericho Capital Asset Management L.P.
Jericho Capital Asset Management L.P. filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-15, with 26 holding rows worth $1,243,788,000.
- Accession
- 0001172661-20-001370
- Filer
- CIK 1525234
- Filed
- 2020-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 26 entries on the cover page, a total value of $1,243,788,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,243,788,000 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 |
|---|---|---|---|---|---|---|
| ACTVISION BLIZZARD INC | 00507V109 | COM | 2,889,371 | $171,860,000 | thousands by filing date | |
| CITRIX SYSTEMS INC | 177376100 | COM | 980,850 | $138,839,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 64,308 | $125,383,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 1,321,126 | $110,842,000 | thousands by filing date | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 3,058,272 | $71,808,000 | thousands by filing date | |
| MELLANOX TECHNOLOGIES LTD | M51363113 | COMMON STOCK | 444,000 | $53,866,000 | thousands by filing date | |
| DOCUSIGN INC COM | 256163106 | Stock | 557,861 | $51,546,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 80,348 | $50,183,000 | thousands by filing date | |
| GCI LIBERTY INC COM CLASS A | 36164V305 | Stock | 880,120 | $50,140,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 912,425 | $49,380,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 185,043 | $48,777,000 | thousands by filing date | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 693,441 | $38,611,000 | thousands by filing date | |
| GODADDY INC CL A | 380237107 | Stock | 627,000 | $35,808,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 1,157,685 | $32,323,000 | thousands by filing date | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 1,951,962 | $27,054,000 | thousands by filing date | |
| BILIBILI INC SPONS ADS REP Z | 090040106 | ADR | 1,148,539 | $26,899,000 | thousands by filing date | |
| EBAY INC. COM | 278642103 | Stock | 800,000 | $24,048,000 | thousands by filing date | |
| ATLASSIAN CORP | G06242104 | CL A | 172,942 | $23,738,000 | thousands by filing date | |
| SEA LTD | 81141R100 | SPONSORD ADS | 475,754 | $21,081,000 | thousands by filing date | |
| RINGCENTRAL INC | 76680R206 | CL A | 91,910 | $19,477,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 468,309 | $18,967,000 | thousands by filing date | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 280,191 | $16,243,000 | thousands by filing date | |
| GRUBHUB INC | 400110102 | COM | 373,377 | $15,208,000 | thousands by filing date | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 354,275 | $12,765,000 | thousands by filing date | |
| STAAR SURGICAL CO COM PAR $0.01 | 852312305 | Stock | 209,982 | $6,774,000 | thousands by filing date | |
| Gilead Sciences,Inc. | 375558103 | COM | 29,000 | $2,168,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-20-001370 | this filing | 2020-05-15 | acceptance time not in the bulk data set |