Jericho Capital (Josh Resnick) discloses updated portfolio positions in 13F filing: New TWTR ATUS SNAP OKTA PYPL VMW ON TYPE positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: TWTR (~3.53 mln shares), ATUS (~2.66 mln), SNAP (~2.47 mln), OKTA (~1.69 mln), PYPL (~1.26 mln), VMW (~1.14 mln), ON (~0.89 mln), TYPE (~0.8 mln), NTAP (~0.59 mln), SBGI (~0.49 mln)
- Increased positions in: GRPN (to ~20.88 mln shares from ~12.5 mln shares), MTCH (to ~2.66 mln from ~0.79 mln), ILG (to ~1.96 mln from ~0.73 mln), EDU (to ~1.17 mln from ~0.34 mln), BABA (to ~0.81 mln from ~0.44 mln) SBAC (to ~0.9 mln from ~0.64 mln), DATA (to ~0.95 mln from ~0.89 mln) STMP (to ~0.61 mln from ~0.57 mln),
- Closed positions in: P (from ~14.29 mln shares), LC (from ~8.41 mln), FEYE (from ~3.42 mln), FWONK (from ~2.43 mln), CNDT (from ~2.15 mln), GDDY (from ~2.09 mln), YELP (from ~1.33 mln), LOGM (from ~0.53 mln), XLNX (from ~0.4 mln)
- Decreased positions in: MRVL (to ~2.68 mln shares from ~4.55 mln shares), YNDX (to ~1.72 mln from ~2.9 mln), RHT (to ~0.81 mln from ~1.68 mln), WUBA (to ~0.6 mln from ~1.19 mln), OLED (to ~0.32 mln from ~0.61 mln), ASML (to ~0.16 mln from ~0.18 mln)
