0001172661-13-000615.txt : 20130214 0001172661-13-000615.hdr.sgml : 20130214 20130214170524 ACCESSION NUMBER: 0001172661-13-000615 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130214 DATE AS OF CHANGE: 20130214 EFFECTIVENESS DATE: 20130214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Jericho Capital Asset Management L.P. CENTRAL INDEX KEY: 0001525234 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14687 FILM NUMBER: 13615641 BUSINESS ADDRESS: STREET 1: 510 MADISON AVENUE STREET 2: 27TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-946-7640 MAIL ADDRESS: STREET 1: 510 MADISON AVENUE STREET 2: 27TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 JerichoCapital4q12.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Jericho Capital Asset Management L.P. Address: 510 Madison Avenue, 27th Floor New York, New York 10022 13F File Number: 028-14687 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Josh Resnick Title: Managing Member Phone: (212) 946-7650 Signature, Place, and Date of Signing: /s/ Josh Resnick New York, New York February 14, 2013 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 30 Form 13F Information Table Value Total: $885,290 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. No. 13F File Number Name 1 028-14688 Jericho Capital Master Fund L.P. FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACME PACKET INC COM 004764106 16857 762080 SH DEFINED 1 762080 0 0 ALCATEL-LUCENT SPONSORED ADR 013904305 26019 18718967 SH DEFINED 1 18718967 0 0 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 33451 2239000 SH DEFINED 1 2239000 0 0 CALIX INC COM 13100M509 13542 1761018 SH DEFINED 1 1761018 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 75316 987879 SH DEFINED 1 987879 0 0 CLEARWIRE CORP NEW CL A 18538Q105 37735 13057000 SH DEFINED 1 13057000 0 0 COGENT COMM GROUP INC COM NEW 19239V302 32040 1415208 SH DEFINED 1 1415208 0 0 COMMVAULT SYSTEMS INC COM 204166102 16669 239285 SH DEFINED 1 239285 0 0 DISH NETWORK CORP CL A 25470M109 25113 689918 SH DEFINED 1 689918 0 0 E M C CORP MASS COM 268648102 17910 707895 SH DEFINED 1 707895 0 0 EBAY INC COM 278642103 30038 589000 SH DEFINED 1 589000 0 0 EQUINIX INC COM NEW 29444U502 37165 180236 SH DEFINED 1 180236 0 0 EZCHIP SEMICONDUCTOR LIMITED ORD M4146Y108 17095 516929 SH DEFINED 1 516929 0 0 FACEBOOK INC CL A 30303M102 29467 1106950 SH DEFINED 1 1106950 0 0 IMAX CORP COM 45245E109 26657 1185794 SH DEFINED 1 1185794 0 0 INFORMATICA CORP COM 45666Q102 21224 700000 SH DEFINED 1 700000 0 0 JUNIPER NETWORKS INC COM 48203R104 22887 1163567 SH DEFINED 1 1163567 0 0 LEAP WIRELESS INTL INC COM NEW 521863308 5093 765871 SH DEFINED 1 765871 0 0 LOGMEIN INC COM 54142L109 14418 643362 SH DEFINED 1 643362 0 0 MCGRAW HILL COS INC COM 580645109 61886 1132000 SH DEFINED 1 1132000 0 0 MELCO CROWN ENTMT LTD ADR 585464100 35755 2123200 SH DEFINED 1 2123200 0 0 PANDORA MEDIA INC COM 698354107 31038 3381000 SH DEFINED 1 3381000 0 0 SHUTTERFLY INC COM 82568P304 35501 1188514 SH DEFINED 1 1188514 0 0 SIRIUS XM RADIO INC COM 82967N108 50000 17301200 SH DEFINED 1 17301200 0 0 SPREADTRUM COMMUNICATIONS IN ADR 849415203 33160 1881961 SH DEFINED 1 1881961 0 0 TIM PARTICIPACOES S A SPONSORED ADR 88706P205 36215 1827173 SH DEFINED 1 1827173 0 0 TIVO INC COM 888706108 4590 372906 SH DEFINED 1 372906 0 0 TW TELECOM INC COM 87311L104 15104 593000 SH DEFINED 1 593000 0 0 VALASSIS COMMUNICATIONS INC COM 918866104 29734 1153364 SH DEFINED 1 1153364 0 0 YAHOO INC COM 984332106 53611 2694000 SH DEFINED 1 2694000 0 0