- New Purchases: ADI, SQ, MELI, JD, MU, INXN, FOXA, KEYS, SAIL, SIRI, ANET, AMD, NEWR, YNDX, SGMS, TTD, LYFT,
- Added Positions: SE, FSCT, ZEN, HUYA,
- Reduced Positions: VMW, XLNX, BILI, DATA, NOW, TWLO,
- Sold Out: PANW, NTES, NVDA, MLNX, Z, ATUS,
For the details of Jericho Capital Asset Management L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/jericho+capital+asset+management+l.p./current-portfolio/portfolio
These are the top 5 holdings of Jericho Capital Asset Management L.P.- Analog Devices Inc (ADI) - 1,825,000 shares, 8.69% of the total portfolio. New Position
- Sea Ltd (SE) - 7,790,600 shares, 8.28% of the total portfolio. Shares added by 352.44%
- VMware Inc (VMW) - 984,658 shares, 8.04% of the total portfolio. Shares reduced by 34.58%
- ServiceNow Inc (NOW) - 545,642 shares, 6.08% of the total portfolio. Shares reduced by 11.08%
- ForeScout Technologies Inc (FSCT) - 3,087,794 shares, 5.85% of the total portfolio. Shares added by 246.67%
Jericho Capital Asset Management L.P. initiated holding in Analog Devices Inc. The purchase prices were between $80.73 and $110.18, with an estimated average price of $100.05. The stock is now traded at around $107.89. The impact to a portfolio due to this purchase was 8.69%. The holding were 1,825,000 shares as of .
New Purchase: Square Inc (SQ)Jericho Capital Asset Management L.P. initiated holding in Square Inc. The purchase prices were between $52.42 and $81.24, with an estimated average price of $72.26. The stock is now traded at around $65.23. The impact to a portfolio due to this purchase was 5.55%. The holding were 1,639,631 shares as of .
New Purchase: MercadoLibre Inc (MELI)Jericho Capital Asset Management L.P. initiated holding in MercadoLibre Inc. The purchase prices were between $292.85 and $507.93, with an estimated average price of $395.73. The stock is now traded at around $572.93. The impact to a portfolio due to this purchase was 4.94%. The holding were 215,000 shares as of .
New Purchase: JD.com Inc (JD)Jericho Capital Asset Management L.P. initiated holding in JD.com Inc. The purchase prices were between $20.35 and $30.15, with an estimated average price of $25.3. The stock is now traded at around $30.44. The impact to a portfolio due to this purchase was 4.55%. The holding were 3,334,779 shares as of .
New Purchase: Micron Technology Inc (MU)Jericho Capital Asset Management L.P. initiated holding in Micron Technology Inc. The purchase prices were between $31 and $43.99, with an estimated average price of $38.53. The stock is now traded at around $38.41. The impact to a portfolio due to this purchase was 4.29%. The holding were 2,297,000 shares as of .
New Purchase: InterXion Holding NV (INXN)Jericho Capital Asset Management L.P. initiated holding in InterXion Holding NV. The purchase prices were between $52.22 and $66.73, with an estimated average price of $61.85. The stock is now traded at around $70.95. The impact to a portfolio due to this purchase was 3.68%. The holding were 1,220,000 shares as of .
Added: Sea Ltd (SE)Jericho Capital Asset Management L.P. added to a holding in Sea Ltd by 352.44%. The purchase prices were between $10.72 and $24.65, with an estimated average price of $17.32. The stock is now traded at around $25.60. The impact to a portfolio due to this purchase was 6.45%. The holding were 7,790,600 shares as of .
Added: ForeScout Technologies Inc (FSCT)Jericho Capital Asset Management L.P. added to a holding in ForeScout Technologies Inc by 246.67%. The purchase prices were between $24.46 and $46.39, with an estimated average price of $35.62. The stock is now traded at around $34.80. The impact to a portfolio due to this purchase was 4.16%. The holding were 3,087,794 shares as of .
Sold Out: Palo Alto Networks Inc (PANW)Jericho Capital Asset Management L.P. sold out a holding in Palo Alto Networks Inc. The sale prices were between $179.7 and $254.88, with an estimated average price of $221.76.
Sold Out: NetEase Inc (NTES)Jericho Capital Asset Management L.P. sold out a holding in NetEase Inc. The sale prices were between $217.38 and $258.44, with an estimated average price of $237.8.
Sold Out: NVIDIA Corp (NVDA)Jericho Capital Asset Management L.P. sold out a holding in NVIDIA Corp. The sale prices were between $127.99 and $183.94, with an estimated average price of $154.95.
Sold Out: Mellanox Technologies Ltd (MLNX)Jericho Capital Asset Management L.P. sold out a holding in Mellanox Technologies Ltd. The sale prices were between $80.4 and $118.36, with an estimated average price of $100.17.
Sold Out: Zillow Group Inc (Z)Jericho Capital Asset Management L.P. sold out a holding in Zillow Group Inc. The sale prices were between $29.92 and $44.28, with an estimated average price of $35.61.
Sold Out: Altice USA Inc (ATUS)Jericho Capital Asset Management L.P. sold out a holding in Altice USA Inc. The sale prices were between $16.52 and $22.24, with an estimated average price of $20.17.
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