0001172661-13-000895.txt : 20130515 0001172661-13-000895.hdr.sgml : 20130515 20130515160745 ACCESSION NUMBER: 0001172661-13-000895 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130515 DATE AS OF CHANGE: 20130515 EFFECTIVENESS DATE: 20130515 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: 13847009 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 jerichocapital1q13.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: March 31, 2013 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 May 15, 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: 34 Form 13F Information Table Value Total: $962,208 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALCATEL-LUCENT SPONSORED ADR 013904305 24896 18718967 SH DEFINED 1 18718967 0 0 ANNIES INC COM 03600T104 9779 255600 SH DEFINED 1 255600 0 0 ARUBA NETWORKS INC COM 043176106 13862 560287 SH DEFINED 1 560287 0 0 CALIX INC COM 13100M509 15534 1906018 SH DEFINED 1 1906018 0 0 CITRIX SYS INC COM 177376100 24026 333000 SH DEFINED 1 333000 0 0 COGENT COMM GROUP INC COM NEW 19239V302 37361 1415208 SH DEFINED 1 1415208 0 0 COMMVAULT SYSTEMS INC COM 204166102 4861 59285 SH DEFINED 1 59285 0 0 EQUINIX INC COM NEW 29444U502 47849 221205 SH DEFINED 1 221205 0 0 FORTINET INC COM 34959E109 22980 970435 SH DEFINED 1 970435 0 0 GOOGLE INC CL A 38259P508 46063 58000 SH DEFINED 1 58000 0 0 INFORMATICA CORP COM 45666Q102 44053 1278000 SH DEFINED 1 1278000 0 0 JUNIPER NETWORKS INC COM 48203R104 15121 815567 SH DEFINED 1 815567 0 0 LAS VEGAS SANDS CORP COM 517834107 46940 833000 SH DEFINED 1 833000 0 0 LOGMEIN INC COM 54142L109 13423 698362 SH DEFINED 1 698362 0 0 MCGRAW HILL COS INC COM 580645109 70620 1356000 SH DEFINED 1 1356000 0 0 MELCO CROWN ENTMT LTD ADR 585464100 49637 2125800 SH DEFINED 1 2125800 0 0 MERCADOLIBRE INC COM 58733R102 24912 258000 SH DEFINED 1 258000 0 0 MOODYS CORP COM 615369105 10536 197600 SH DEFINED 1 197600 0 0 NETFLIX INC COM 64110L106 36550 193100 SH DEFINED 1 193100 0 0 NICE SYS LTD SPONSORED ADR 653656108 15911 432000 SH DEFINED 1 432000 0 0 NXP SEMICONDUCTORS N V COM N6596X109 34137 1127000 SH DEFINED 1 1127000 0 0 ON SEMICONDUCTOR CORP COM 682189105 20332 2457000 SH DEFINED 1 2457000 0 0 PANDORA MEDIA INC COM 698354107 47875 3381000 SH DEFINED 1 3381000 0 0 QUALCOMM INC COM 747525103 23690 353901 SH DEFINED 1 353901 0 0 SIRIUS XM RADIO INC COM 82967N108 53288 17301200 SH DEFINED 1 17301200 0 0 SPREADTRUM COMMUNICATIONS IN ADR 849415203 11855 578000 SH DEFINED 1 578000 0 0 TIM PARTICIPACOES S A SPONSORED ADR 88706P205 28420 1298905 SH DEFINED 1 1298905 0 0 TRIPADVISOR INC COM 896945201 36622 697300 SH DEFINED 1 697300 0 0 VALASSIS COMMUNICATIONS INC COM 918866104 22234 744364 SH DEFINED 1 744364 0 0 VERINT SYS INC COM 92343X100 20176 552000 SH DEFINED 1 552000 0 0 VMWARE INC CL A COM 928563402 23861 302500 SH DEFINED 1 302500 0 0 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 8350 294000 SH DEFINED 1 294000 0 0 WEBMD HEALTH CORP COM 94770V102 243 10000 SH DEFINED 1 10000 0 0 YAHOO INC COM 984332106 56211 2389000 SH DEFINED 1 2389000 0 0