Jericho Capital Asset Management L.P. Buys Vipshop Holdings, VMware Inc, Booking Holdings Inc, Sells SBA Communications Corp, Alibaba Group Holding, New Oriental Education & Technology Group Inc

• New Purchases: VIPS, BKNG, PAGS, NFLX, NUAN, MU, MOMO, BILI, ZEN,
• Added Positions: VMW, MRVL, ELLI, ILG, MLNX, PANW, TWTR,
• Reduced Positions: EDU, STMP, MTCH, PYPL, WUBA, GRPN, DATA,
• Sold Out: SBAC, BABA, ATUS, YNDX, OLED, OKTA, NOW, SNAP, NTAP, VSAT,

For the details of Jericho Capital Asset Management L.P.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Jericho+Capital+Asset+Management+L.P.

1. VMware Inc (VMW) - 1,823,078 shares, 12.1% of the total portfolio. Shares added by 59.60%
2. Red Hat Inc (RHT) - 810,785 shares, 6.63% of the total portfolio.
3. Marvell Technology Group Ltd (MRVL) - 5,493,004 shares, 6.31% of the total portfolio. Shares added by 104.95%
4. Vipshop Holdings Ltd (VIPS) - 6,847,039 shares, 6.23% of the total portfolio. New Position
5. Twitter Inc (TWTR) - 3,676,615 shares, 5.84% of the total portfolio. Shares added by 4.09%

Jericho Capital Asset Management L.P. initiated holding in Vipshop Holdings Ltd. The purchase prices were between $12.01 and $18.95, with an estimated average price of $16.53. The stock is now traded at around $12.08. The impact to a portfolio due to this purchase was 6.23%. The holding were 6,847,039 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. initiated holding in Booking Holdings Inc. The purchase prices were between $1765 and $2206.09, with an estimated average price of $1965.22. The stock is now traded at around $2067.75. The impact to a portfolio due to this purchase was 4.33%. The holding were 38,000 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. initiated holding in PagSeguro Digital Ltd. The purchase prices were between $27.43 and $38.32, with an estimated average price of $32.1. The stock is now traded at around $32.21. The impact to a portfolio due to this purchase was 3.74%. The holding were 1,782,565 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. initiated holding in Netflix Inc. The purchase prices were between $201.07 and $331.44, with an estimated average price of $272.22. The stock is now traded at around $326.13. The impact to a portfolio due to this purchase was 3.31%. The holding were 205,000 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. initiated holding in Nuance Communications Inc. The purchase prices were between $15.29 and $18.68, with an estimated average price of $16.9. The stock is now traded at around $12.76. The impact to a portfolio due to this purchase was 2.77%. The holding were 3,211,341 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. initiated holding in Micron Technology Inc. The purchase prices were between $39.4 and $61.15, with an estimated average price of $47.87. The stock is now traded at around $54.01. The impact to a portfolio due to this purchase was 2.66%. The holding were 931,288 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. added to a holding in VMware Inc by 59.60%. The purchase prices were between $108.46 and $150, with an estimated average price of $125.93. The stock is now traded at around $141.10. The impact to a portfolio due to this purchase was 4.52%. The holding were 1,823,078 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. added to a holding in Marvell Technology Group Ltd by 104.95%. The purchase prices were between $20.52 and $24.37, with an estimated average price of $22.89. The stock is now traded at around $21.70. The impact to a portfolio due to this purchase was 3.23%. The holding were 5,493,004 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. added to a holding in Ellie Mae Inc by 83.63%. The purchase prices were between $86.5 and $99.08, with an estimated average price of $92.78. The stock is now traded at around $102.71. The impact to a portfolio due to this purchase was 1.66%. The holding were 725,338 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. added to a holding in ILG Inc by 49.45%. The purchase prices were between $28.69 and $34.57, with an estimated average price of $31.3. The stock is now traded at around $33.61. The impact to a portfolio due to this purchase was 1.65%. The holding were 2,935,817 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. added to a holding in Mellanox Technologies Ltd by 63.77%. The purchase prices were between $59.3 and $75.8, with an estimated average price of $67.33. The stock is now traded at around $83.55. The impact to a portfolio due to this purchase was 1.1%. The holding were 708,278 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. added to a holding in Palo Alto Networks Inc by 28.39%. The purchase prices were between $148.55 and $189.73, with an estimated average price of $166.7. The stock is now traded at around $202.24. The impact to a portfolio due to this purchase was 1.09%. The holding were 497,268 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. sold out a holding in SBA Communications Corp. The sale prices were between $152.91 and $174.73, with an estimated average price of $165.74.

Jericho Capital Asset Management L.P. sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $173.7 and $205.22, with an estimated average price of $188.29.

Jericho Capital Asset Management L.P. sold out a holding in Altice USA Inc. The sale prices were between $17.92 and $23.27, with an estimated average price of $20.48.

Jericho Capital Asset Management L.P. sold out a holding in Yandex NV. The sale prices were between $33.64 and $43.75, with an estimated average price of $39.25.

Jericho Capital Asset Management L.P. sold out a holding in Universal Display Corp. The sale prices were between $99.6 and $205.6, with an estimated average price of $150.32.

Jericho Capital Asset Management L.P. sold out a holding in Okta Inc. The sale prices were between $25.61 and $42.6, with an estimated average price of $33.17.

Jericho Capital Asset Management L.P. reduced to a holding in New Oriental Education & Technology Group Inc by 54.06%. The sale prices were between $82.77 and $104.92, with an estimated average price of $93.07. The stock is now traded at around $93.21. The impact to a portfolio due to this sale was -3.09%. Jericho Capital Asset Management L.P. still held 535,282 shares as of 2018-03-31.

Jericho Capital Asset Management L.P. reduced to a holding in Stamps.com Inc by 38.44%. The sale prices were between $175.53 and $207.1, with an estimated average price of $195.68. The stock is now traded at around $245.40. The impact to a portfolio due to this sale was -2.28%. Jericho Capital Asset Management L.P. still held 372,515 shares as of 2018-03-31.