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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Josh ResnickHM-KEY
JERICHO CAPITAL ASSET MANAGEMENT LP
Time Period2018-12-31

Total Holdings16

Total Value ($x1000)983,229

Investment StyleGrowth

Activities
New9

Increased2

Unchanged0

Decreased5

Sold Out16

Top 10 Stock Holdingstotal 84.39%
VMW20.99

NOW11.11

BILI10.23

XLNX9.59

DATA6.98

 
PANW6.11

ZEN5.85

NTES4.86

NVDA4.81

MLNX3.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VMW
20.99%
CL A COM
NOW
11.11%
COM
BILI
10.23%
ADS REP SHS Z
XLNX
9.59%
COM
DATA
6.98%
CL A
PANW
6.11%
COM
ZEN
5.85%
COM
NTES
4.86%
SPONSORED ADR
NVDA
4.81%
COM
MLNX
3.86%
SHS
TWLO
3.7%
CL A
Z
3.35%
CL C CAP STK
ATUS
2.74%
CL A
FSCT
2.35%
COM
SE
1.98%
ADR
HUYA
1.47%
ADS REP SHS A
MOMO
9.49%
ADR
SPOT
7.91%
SHS
NFLX
5.94%
COM
TTWO
5.81%
COM
TMUS
4.61%
COM
MTCH
4.54%
COM
MSG
4.28%
CL A
FTNT
3.98%
COM
CMCSA
3.6%
CL A
ELLI
3.05%
COM
AYX
3%
CL A
MELI
2.77%
COM
SPLK
2.76%
COM
TWTR
2.62%
COM
PVTL
1.95%
CL A
SEND
1.35%
COM