Jericho Capital Asset Management L P (1525234) Portfolio


Number of Companies: 31
Inflow: $738,521 K
Outflow: $-716,790 K
Net Flow: $21,731 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2 1 Yahoo Inc (YHOO) Internet Media 3,352,312 New Holding 3,352,312 $36.81 $123,398 $123,398
2984 25 Netflix Inc (NFLX) Internet Media 920,241 New Holding 920,241 $102.23 $94,076 $94,076
2557 14 Las Vegas Sands Corp (LVS) Casinos And Gaming 1,409,987 New Holding 1,409,987 $51.68 $72,868 $72,868
3074 26 Facebook Inc-A (FB) Internet Media 638,491 New Holding 638,491 $114.09 $72,851 $72,851
3043 8 Charter Communication-A (CHTR) Cable And Satellite 258,169 New Holding 258,169 $202.42 $52,261 $52,261
87 1 Mercadolibre Inc (MELI) Ecommerce Discretionary 441,740 New Holding 441,740 $117.84 $52,059 $52,059
2759 28 Coach Inc (COH) Specialty Apparel Stores 1,143,394 New Holding 1,143,394 $40.09 $45,838 $45,838
89 1 Wynn Resorts Ltd (WYNN) Casinos And Gaming 479,778 New Holding 479,778 $93.43 $44,825 $44,825
2818 5 Dollar General Corp (DG) Mass Merchants 493,000 New Holding 493,000 $85.59 $42,200 $42,200
2287 23 Proofpoint Inc (PFPT) Infrastructure Software 1,406,938 Added More 584,125 $53.77 $31,414 $75,665
2940 66 Nxp Semiconductors Nv (NXPI) Semiconductor Devices 384,000 New Holding 384,000 $81.07 $31,130 $31,130
2774 60 Level 3 Communications Inc (LVLT) Telecom Carriers 2,044,344 Added More 438,559 $52.84 $23,177 $108,043
224 2 Rovi Corp (ROVI) Communications Equipment 1,330,667 Added More 1,038,630 $20.51 $21,302 $27,291
2992 17 Advance Auto Parts Inc (AAP) Automotive Retailers 129,000 New Holding 129,000 $160.33 $20,683 $20,683
376 3 Six Flags Entertainment Corp (SIX) Entertainment Facilities 188,000 New Holding 188,000 $55.49 $10,432 $10,432
642 5 Splunk Inc (SPLK) Infrastructure Software 587,765 Sold Some -57,872 $48.93 $-2,831 $28,759
2988 6 Cablevision Systems-Ny Grp-A (CVC) Cable And Satellite 11,220,488 Sold Some -209,000 $33.00 $-6,897 $370,276
2543 50 Infinera Corp (INFN) Communications Equipment 3,001,466 Sold Some -432,700 $16.05 $-6,949 $48,203
28 1 Ctripcom International (CTRP) Internet Based Services 0 Sold All -207,592 $44.25 $-9,188 $0
3079 54 Apple Inc (AAPL) Communications Equipment 904,000 Sold Some -196,000 $108.98 $-21,362 $98,526
2810 85 Activision Blizzard Inc (ATVI) Application Software 989,565 Sold Some -869,529 $33.84 $-29,424 $33,486
2781 29 Servicenow Inc (NOW) Infrastructure Software 0 Sold All -484,746 $61.18 $-29,656 $0
2918 11 Vipshop Holdings Ltd (VIPS) Ecommerce Discretionary 2,481,000 Sold Some -2,361,157 $12.88 $-30,411 $31,955
2264 13 Caseys General Stores Inc (CASY) Food And Drug Stores 0 Sold All -335,799 $113.32 $-38,052 $0
3068 39 Mcdonalds Corp (MCD) Restaurants 498,348 Sold Some -375,652 $125.68 $-47,211 $62,632
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 70,000 Sold Some -93,083 $593.64 $-55,257 $41,554
2922 32 Palo Alto Networks Inc (PANW) Infrastructure Software 0 Sold All -351,242 $163.13 $-57,301 $0
2816 63 Maxim Integrated Products (MXIM) Semiconductor Devices 0 Sold All -2,000,000 $36.77 $-73,559 $0
2773 3 Dicks Sporting Goods Inc (DKS) Sporting Goods Stores 0 Sold All -1,697,297 $46.75 $-79,348 $0
2761 11 Viacom Inc-Class B (VIAB) Entertainment Content 0 Sold All -2,187,735 $41.27 $-90,309 $0
3073 70 Broadcom Ltd (AVGO) Semiconductor Devices 0 Sold All -899,847 $154.50 $-139,026 $0