JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 50
New Positions 13
Increased Positions 23
Decreased Positions 27
Positions with Activity 50
Sold Out Positions 18
Total Mkt Value (in $ millions) 1,532

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

Sector Weighting

Basic Materials
Capital Goods 2.71%
Conglomerates
Consumer Cyclical 3.08%
Consumer/Non-Cyclical
Energy
Financial 1.25%
Healthcare
Services 34.72%
Technology 26.75%
Transportation
Utilities

50 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JD COM INC SPON ADR CL A 145,511 145,511 New 4,392,117
SOTHEBYS COM 104,279 50,663 94.49 2,319,885
TABLEAU SOFTWARE INC CL A 88,799 -1,683 (1.86) 758,256
CRITEO S A SPONS ADS 84,207 4,724 5.94 1,686,508
VIPSHOP HLDGS LTD SPONSORED ADR 83,862 32,977 64.81 4,104,856
AMAZON COM INC COM 82,727 1,313 1.61 189,000
FACEBOOK INC CL A 73,210 -41,498 (36.18) 838,752
MADISON SQUARE GARDEN CO CL A 70,651 39,766 128.75 845,614
ZENDESK INC COM 61,288 51,119 502.67 2,843,997
LAS VEGAS SANDS CORP COM 60,415 60,415 New 1,122,531
ENDURANCE INTL GROUP HLDGS INC COM 50,975 35,047 220.04 2,560,285
YY INC ADS REPCOM CLA 48,819 48,819 New 735,666
BRUNSWICK CORP COM 47,193 -5,075 (9.71) 929,355
MERCADOLIBRE INC COM 45,592 -67,219 (59.59) 328,684
INFINERA CORPORATION COM 44,168 36,625 485.51 2,082,426
QUNAR CAYMAN IS LTD SPNS ADR CL B 42,992 42,992 New 1,049,352
ZEBRA TECHNOLOGIES CORP CL A 41,556 41,556 New 369,621
PALO ALTO NETWORKS INC COM 39,997 39,997 New 230,000
ON SEMICONDUCTOR CORP COM 39,794 11,141 38.88 3,472,467
BROADCOM CORP CL A 36,410 -5,228 (12.56) 696,436