Jericho Capital (Josh Resnick) discloses updated portfolio positions in 13F filing: New GRPN, FEYE, CNDT, YELP positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: GRPN (~12.5 mln shares), FEYE (~3.42 mln), CNDT (~2.15 mln), YELP (~1.33 mln), MTCH (~0.79 mln), ILG (~0.73 mln), SBAC (~0.64 mln), XLNX (~0.4 mln), EDU (~0.34 mln)
- Increased positions in: LC (to ~8.41 mln shares from ~6.6 mln shares), P (to ~14.29 mln from ~12.51 mln), YNDX(to ~2.9 mln from ~1.35 mln), FWONK (to ~2.43 mln from ~1.7 mln), RHT (to ~1.68 mln from ~1 mln) GDDY (to ~2.09 mln from ~1.55 mln), DATA (to ~0.89 mln from ~0.54 mln) OLED (to ~0.61 mln from ~0.29 mln),
- Closed positions in: SIRI (from ~4.99 mln shares), CY (from ~2.51 mln), AMD (from ~2.16 mln), SYMC (from ~1.77 mln), ZEN (from ~1.75 mln), MOMO (from ~1.43 mln), ATUS (from ~1 mln), TWX (from ~0.93 mln), ATVI (from ~0.89 mln)
- Decreased positions in: LOGM (to ~0.53 mln shares from ~0.58 mln shares), MRVL (to ~4.55 mln from ~6.15 mln),STMP (to ~0.57 mln from ~0.73 mln)