JCAM

Jericho Capital Asset Management Portfolio holdings

AUM $9.61B
1-Year Est. Return 132.78%
This Quarter Est. Return
1 Year Est. Return
+132.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$135M
3
+$82.6M
4
WYNN icon
Wynn Resorts
WYNN
+$61.6M
5
PAY
Verifone Systems Inc
PAY
+$55.6M

Top Sells

1
+$78.5M
2
+$73.5M
3
+$67.5M
4
BIDU icon
Baidu
BIDU
+$58.6M
5
SINA
Sina Corp
SINA
+$46.8M

Sector Composition

1 Consumer Discretionary 22.85%
2 Communication Services 21.98%
3 Technology 17.09%
4 Financials 15.12%
5 Real Estate 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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40
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