JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

510 MADISON AVENUE, NEW YORK, New York, 10022, (212) 946-7640

Report Date: 12/31/2013

Position Statistics

Total Positions 40
New Positions 8
Increased Positions 14
Decreased Positions 24
Positions with Activity 38
Sold Out Positions 19
Total Mkt Value (in $ millions) 1,402

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 61.81%
Technology 38.19%
Transportation
Utilities

40 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 160,740 160,740 New 2,624,759
MOODYS CORP COM 127,010 42,878 50.97 1,610,781
YAHOO INC COM 121,730 121,730 New 3,344,223
QIHOO 360 TECHNOLOGY CO LTD ADS 90,483 44,188 95.45 988,992
LAS VEGAS SANDS CORP COM 87,367 31,100 55.27 1,153,664
CROWN CASTLE INTL CORP COM 78,443 28,323 56.51 1,049,408
SBA COMMUNICATIONS CORP COM 77,337 30,426 64.86 841,350
MCGRAW HILL FINL INC COM 75,429 -39,091 (34.14) 985,872
MELCO CROWN ENTMT LTD ADR 74,022 -33,430 (31.11) 2,036,917
AMAZON COM INC COM 68,490 68,490 New 207,000
VERIFONE SYS INC COM 67,795 67,795 New 2,073,238
WYNN RESORTS LTD COM 64,807 64,807 New 317,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 64,524 34,982 118.41 522,000
COGENT COMM GROUP INC COM NEW 57,970 New 1,672,543
BLACKBERRY LTD COM 48,295 48,295 New 6,726,349
WEBMD HEALTH CORP COM 40,535 40,535 New 891,855
ZYNGA INC CL A 29,788 -31,913 (51.72) 6,663,948
PANDORA MEDIA INC COM 28,617 -71,988 (71.56) 1,009,073
TRULIA INC COM 27,462 -315 (1.14) 802,510
BLUCORA INC COM 6,137 6,137 New 318,786