Jericho Capital Asset Management’s Mellanox Technologies, Ltd. MLNX Stock Holding History

Jericho Capital Asset Management’s Portfolio MLNX Stock Details MLNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-444,000	Closed	-$53.9M	–	59
2020 Q1	$53.9M	Buy	+444,000	New	+$52.2M	4.33%	6
2019 Q1	–	Sell	-411,142	Closed	-$38M	–	33
2018 Q4	$38M	Sell	411,142 -171,864	-29%	-$14.6M	3.86%	10
2018 Q3	$42.8M	Sell	583,006 -125,417	-18%	-$10.1M	1.83%	22
2018 Q2	$59.7M	Buy	708,423 +145	+0%	+$11.9K	2.59%	12
2018 Q1	$51.6M	Buy	708,278 +275,786	+64%	+$18.6M	2.82%	17
2017 Q4	$28M	Buy	+432,492	New	+$22.9M	1.46%	25

Other funds holding MLNX

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return

CMBA

C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

Jericho Capital Asset Management's MLNX Position: Q2 2020 in Review

Jericho Capital Asset Management sold out of Mellanox Technologies, Ltd. (MLNX) in Q2 2020, closing a stake of 444,000 shares — an estimated $53.9M sold.

Jericho Capital Asset Management first reported a position in MLNX in Q4 2017 and held it in 6 quarters. The position peaked at $59.7M in Q2 2018. 22 funds tracked by Wall St. Rank hold MLNX as of Q2 2020.

Jericho Capital Asset Management reported no remaining Mellanox Technologies, Ltd. position as of Q2 2020 after selling out during the quarter.
Jericho Capital Asset Management sold 444,000 Mellanox Technologies, Ltd. shares in Q2 2020, an estimated $53.9M.
Jericho Capital Asset Management first reported a position in Mellanox Technologies, Ltd. in Q4 2017 and held it in 6 quarters.
Jericho Capital Asset Management's Mellanox Technologies, Ltd. position peaked at $59.7M in Q2 2018.
22 funds tracked by Wall St. Rank held Mellanox Technologies, Ltd. as of Q2 2020.

Based on Jericho Capital Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.