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Jericho Capital Asset Management L.P. Buys Snap Inc, Broadcom Inc, Amazon.com Inc, Sells Analog Devices Inc, ServiceNow Inc, JD.com Inc

New York, NY, based Investment company Jericho Capital Asset Management L.P. (Current Portfolio) buys Snap Inc, Broadcom Inc, Amazon.com Inc, Activision Blizzard Inc, Uber Technologies Inc, sells Analog Devices Inc, ServiceNow Inc, JD.com Inc, Micron Technology Inc, Fox Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Jericho Capital Asset Management L.P.. As of 2019Q2, Jericho Capital Asset Management L.P. owns 23 stocks with a total value of $2.3 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. Sea Ltd (SE) - 7,223,198 shares, 10.58% of the total portfolio. Shares reduced by 7.28%
  2. Snap Inc (SNAP) - 15,587,145 shares, 9.83% of the total portfolio. New Position
  3. Broadcom Inc (AVGO) - 659,013 shares, 8.37% of the total portfolio. New Position
  4. Amazon.com Inc (AMZN) - 96,196 shares, 8.03% of the total portfolio. New Position
  5. MercadoLibre Inc (MELI) - 297,364 shares, 8.02% of the total portfolio. Shares added by 38.31%
New Purchase: Snap Inc (SNAP)

Jericho Capital Asset Management L.P. initiated holding in Snap Inc. The purchase prices were between $10.11 and $14.86, with an estimated average price of $12.21. The stock is now traded at around $16.37. The impact to a portfolio due to this purchase was 9.83%. The holding were 15,587,145 shares as of .

New Purchase: Broadcom Inc (AVGO)

Jericho Capital Asset Management L.P. initiated holding in Broadcom Inc. The purchase prices were between $251.64 and $320.53, with an estimated average price of $291.3. The stock is now traded at around $281.97. The impact to a portfolio due to this purchase was 8.37%. The holding were 659,013 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Jericho Capital Asset Management L.P. initiated holding in Amazon.com Inc. The purchase prices were between $1692.69 and $1962.46, with an estimated average price of $1862.37. The stock is now traded at around $1812.90. The impact to a portfolio due to this purchase was 8.03%. The holding were 96,196 shares as of .

New Purchase: Activision Blizzard Inc (ATVI)

Jericho Capital Asset Management L.P. initiated holding in Activision Blizzard Inc. The purchase prices were between $42.19 and $49.55, with an estimated average price of $45.86. The stock is now traded at around $48.85. The impact to a portfolio due to this purchase was 4.32%. The holding were 2,076,899 shares as of .

New Purchase: Uber Technologies Inc (UBER)

Jericho Capital Asset Management L.P. initiated holding in Uber Technologies Inc. The purchase prices were between $37.1 and $46.38, with an estimated average price of $42.42. The stock is now traded at around $35.82. The impact to a portfolio due to this purchase was 4.09%. The holding were 2,000,000 shares as of .

New Purchase: Marvell Technology Group Ltd (MRVL)

Jericho Capital Asset Management L.P. initiated holding in Marvell Technology Group Ltd. The purchase prices were between $20.18 and $25.47, with an estimated average price of $23.36. The stock is now traded at around $25.10. The impact to a portfolio due to this purchase was 3.54%. The holding were 3,365,000 shares as of .

Added: Bilibili Inc (BILI)

Jericho Capital Asset Management L.P. added to a holding in Bilibili Inc by 130.97%. The purchase prices were between $13.48 and $18.8, with an estimated average price of $16.13. The stock is now traded at around $14.48. The impact to a portfolio due to this purchase was 2.34%. The holding were 5,754,651 shares as of .

Added: MercadoLibre Inc (MELI)

Jericho Capital Asset Management L.P. added to a holding in MercadoLibre Inc by 38.31%. The purchase prices were between $482.35 and $641.39, with an estimated average price of $556.12. The stock is now traded at around $618.75. The impact to a portfolio due to this purchase was 2.22%. The holding were 297,364 shares as of .

Added: Twilio Inc (TWLO)

Jericho Capital Asset Management L.P. added to a holding in Twilio Inc by 65.35%. The purchase prices were between $122.12 and $146.66, with an estimated average price of $133. The stock is now traded at around $127.59. The impact to a portfolio due to this purchase was 1.45%. The holding were 610,973 shares as of .

Sold Out: Analog Devices Inc (ADI)

Jericho Capital Asset Management L.P. sold out a holding in Analog Devices Inc. The sale prices were between $96.07 and $117.29, with an estimated average price of $108.27.

Sold Out: ServiceNow Inc (NOW)

Jericho Capital Asset Management L.P. sold out a holding in ServiceNow Inc. The sale prices were between $236.23 and $288.8, with an estimated average price of $262.49.

Sold Out: JD.com Inc (JD)

Jericho Capital Asset Management L.P. sold out a holding in JD.com Inc. The sale prices were between $25.76 and $31.26, with an estimated average price of $28.75.

Sold Out: Micron Technology Inc (MU)

Jericho Capital Asset Management L.P. sold out a holding in Micron Technology Inc. The sale prices were between $32.43 and $43.9, with an estimated average price of $38.12.

Sold Out: Fox Corp (FOXA)

Jericho Capital Asset Management L.P. sold out a holding in Fox Corp. The sale prices were between $34.01 and $39.4, with an estimated average price of $36.78.

Sold Out: Keysight Technologies Inc (KEYS)

Jericho Capital Asset Management L.P. sold out a holding in Keysight Technologies Inc. The sale prices were between $71.42 and $92.79, with an estimated average price of $84.8.



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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