JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 43
New Positions 14
Increased Positions 22
Decreased Positions 20
Positions with Activity 42
Sold Out Positions 17
Total Mkt Value (in $ millions) 1,948

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 52.21%
Technology 30.33%
Transportation
Utilities

43 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CABLEVISION SYS CORP CL A NY CABLVS 386,660 66,036 20.60 11,429,488
BROADCOM LTD SHS 128,858 128,858 New 899,847
MCDONALDS CORP COM 112,222 112,222 New 874,000
ALPHABET INC CAP STK CL A 111,225 111,225 New 157,000
AMAZON COM INC COM 109,481 39,148 55.66 163,083
ZENDESK INC COM 96,432 3,650 3.93 4,222,050
VIACOM INC NEW CL B 90,682 90,682 New 2,187,735
QUNAR CAYMAN IS LTD SPNS ADR CL B 89,774 17,945 24.98 2,269,318
LEVEL 3 COMMUNICATIONS INC COM NEW 82,939 82,939 New 1,605,785
DICKS SPORTING GOODS INC COM 80,078 80,078 New 1,697,297
EQUINIX INC COM PAR $0.001 71,759 71,759 New 215,565
ACTIVISION BLIZZARD INC COM 63,414 63,414 New 1,859,094
VIPSHOP HLDGS LTD SPONSORED ADR 63,190 63,190 New 4,842,157
JD COM INC SPON ADR CL A 56,594 -31,062 (35.44) 2,319,443
CRITEO S A SPONS ADS 53,819 -17,959 (25.02) 1,251,614
PALO ALTO NETWORKS INC COM 51,636 51,636 New 351,242
ARRIS INTL INC SHS 49,543 19,941 67.36 2,139,148
PROOFPOINT INC COM 47,526 11,835 33.16 822,813
INFINERA CORPORATION COM 39,562 12,277 44.99 3,434,166
CASEYS GEN STORES INC COM 38,086 38,086 New 335,799