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Jericho Capital Asset Management L.P. Buys Analog Devices Inc, Sea, Square Inc, Sells VMware Inc, Xilinx Inc, Bilibili Inc

New York, NY, based Investment company Jericho Capital Asset Management L.P. buys Analog Devices Inc, Sea, Square Inc, MercadoLibre Inc, JD.com Inc, Micron Technology Inc, ForeScout Technologies Inc, InterXion Holding NV, Fox Corp, Keysight Technologies Inc, SailPoint Technologies Holdings Inc, Sirius XM Holdings Inc, Arista Networks Inc, Advanced Micro Devices Inc, New Relic Inc, Yandex NV, Scientific Games Corp, The Trade Desk Inc, Lyft Inc, sells VMware Inc, Xilinx Inc, Bilibili Inc, Palo Alto Networks Inc, NetEase Inc, NVIDIA Corp, Mellanox Technologies, Zillow Group Inc, Altice USA Inc, Tableau Software Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Jericho Capital Asset Management L.P.. As of 2019Q1, Jericho Capital Asset Management L.P. owns 27 stocks with a total value of $2.2 billion. These are the details of the buys and sells.

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.
  1. Analog Devices Inc (ADI) - 1,825,000 shares, 8.69% of the total portfolio. New Position
  2. Sea Ltd (SE) - 7,790,600 shares, 8.28% of the total portfolio. Shares added by 352.44%
  3. VMware Inc (VMW) - 984,658 shares, 8.04% of the total portfolio. Shares reduced by 34.58%
  4. ServiceNow Inc (NOW) - 545,642 shares, 6.08% of the total portfolio. Shares reduced by 11.08%
  5. ForeScout Technologies Inc (FSCT) - 3,087,794 shares, 5.85% of the total portfolio. Shares added by 246.67%
New Purchase: Analog Devices Inc (ADI)

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.



Here is the complete portfolio of Jericho Capital Asset Management L.P.. Also check out:

1. Jericho Capital Asset Management L.P.'s Undervalued Stocks
2. Jericho Capital Asset Management L.P.'s Top Growth Companies, and
3. Jericho Capital Asset Management L.P.'s High Yield stocks
4. Stocks that Jericho Capital Asset Management L.P. keeps buying

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