Jericho Capital (Josh Resnick - presented at Sohn Conference last week) discloses updated portfolio positions in 13F filing with new LC / SYMC positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: LC (~5.91 mln shares), MOMO (~2.21 mln), SYMC (~1.26 mln), RHT (~1.07 mln), CTRP (~0.96 mln), ATVI (~0.95 mln), CRTO (~0.9 mln)
- Increased positions in: ZEN (to ~2.46 mln shares from ~1.8 mln shares), TTWO (to ~0.78 mln from ~0.4 mln), ADI (to ~0.59 mln from ~0.51 mln), NOW (to ~0.75 mln from ~0.69 mln)
- Maintained positions in: STMP (~0.6 mln shares
- Closed positions in: P (from ~6.05 mln shares), AMD (from ~4.63 mln), CY (from ~3.07 mln), SABR (from ~2.96 mln), MGM (from ~2.51 mln), FEYE (from ~2.08 mln), S (from ~2.07 mln), ARRS (from ~1.36 mln)
- Decreased positions in: MRVL (to ~5.82 mln shares from ~7.44 mln shares), DISH (to ~0.75 mln from ~1.66 mln), MBT (to ~2.78 mln from ~3.55 mln), TMUS (to ~1.83 mln from ~2.33 mln), PFPT (to ~0.44 mln from ~0.57 mln), CHTR (to ~0.14 mln from ~0.24 mln), MELI (to ~0.24 mln from ~0.28 mln)