JAJericho Capital Asset Management L.P.
Institutional investor · Portfolio as of Q3 2019
Top Holdings18 positions
SNAP INC | 15.6M | $246.3M | 14.1% | $14.30 | +12.03% | 2 qtrssince 2019-Q2 | Unchanged 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 4M | $185.2M | 10.6% | $40.48 | 0.00% | 1 qtr | New 97 |
MERCADOLIBRE INC | 281,765 | $155.3M | 8.9% | $536.55 | +0.93% | 3 qtrssince 2019-Q1 | Decreased 0 |
SEA LTD | 4.4M | $135.5M | 7.7% | $23.52 | +29.34% | 3 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 524,000 | $133M | 7.6% | $50.77 | 0.00% | 1 qtr | New 96 |
FORESCOUT TECHNOLOGIES INC | 3.3M | $126.8M | 7.2% | — | — | 3 qtrssince 2019-Q1 | Increased 61 |
CROWDSTRIKE HLDGS INC | 2.1M | $119.5M | 6.8% | $15.55 | -6.28% | 2 qtrssince 2019-Q2 | Increased 97 |
OUTFRONT MEDIA INC | 3.5M | $96.9M | 5.5% | $18.69 | +3.99% | 2 qtrssince 2019-Q2 | Increased 97 |
TWILIO INC | 724,665 | $79.7M | 4.5% | $128.02 | -16.76% | 3 qtrssince 2019-Q1 | Increased 67 |
DOCUSIGN INC | 1.2M | $77.1M | 4.4% | $61.92 | 0.00% | 1 qtr | New 85 |
INTERXION HOLDING NV | 898,000 | $73.2M | 4.2% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 2.5M | $71.7M | 4.1% | $28.72 | 0.00% | 1 qtr | New 85 |
ETSY INC | 1.2M | $66.5M | 3.8% | $54.81 | +55.34%as of Oct 16 | 1 qtr | New 85 |
ELASTIC N V | 701,392 | $57.8M | 3.3% | $82.90 | 0.00% | 1 qtr | New 84 |
MICRON TECHNOLOGY INC | 1.1M | $47.7M | 2.7% | $41.78 | 0.00% | 1 qtr | New 79 |
MATTEL INC | 3.8M | $43.5M | 2.5% | $11.21 | +0.45% | 2 qtrssince 2019-Q2 | Decreased 0 |
New Relic Inc | 503,904 | $31M | 1.8% | — | — | 1 qtr | New 69 |
STAAR SURGICAL CO | 209,982 | $5.4M | 0.3% | $25.78 | 0.00% | 1 qtr | New 48 |
Jericho Capital Asset Management L.P. manages $1.8B across 18 positions as of Q3 2019. Top holdings: SNAP (14.1%), TSM (10.6%), MELI (8.9%). Fund DNA: Momentum Trader. HoldingsIntel Score: 4/5.0.
Active quarter - 9 new positions, 14 exits, 4 increased. Top move: TSM (NEW, conviction 97). Portfolio: $1.8B across 18 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR