JERICHO CAPITAL ASSET MANAGEMENT L.P.
510 MADISON AVENUE, NEW YORK, New York, 10022, (212) 946-7640
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 47 |
| New Positions | 18 |
| Increased Positions | 24 |
| Decreased Positions | 19 |
| Positions with Activity | 43 |
| Sold Out Positions | 13 |
| Total Mkt Value (in $ millions) |
1,022 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | 0% |
| Consumer/Non-Cyclical | 1% |
| Energy | |
| Financial | |
| Healthcare | |
| Services | 45.25% |
| Technology | 53.74% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
47 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| MCGRAW HILL FINL INC | COM | 75,529 | 12,477 | 19.79 | 1,356,000 |
| YAHOO INC | COM | 63,356 | -8,089 | (11.32) | 2,389,000 |
| SIRIUS XM RADIO INC | COM | 60,554 | New | 17,301,200 | |
| PANDORA MEDIA INC | COM | 54,299 | New | 3,381,000 | |
| GOOGLE INC | CL A | 52,732 | 52,732 | New | 58,000 |
| MELCO CROWN ENTMT LTD | ADR | 51,040 | 62 | .12 | 2,125,800 |
| EQUINIX INC | COM NEW | 50,280 | 9,312 | 22.73 | 221,205 |
| LAS VEGAS SANDS CORP | COM | 48,847 | 48,847 | New | 833,000 |
| NETFLIX INC | COM | 46,151 | 46,151 | New | 193,100 |
| INFORMATICA CORP | COM | 45,458 | 20,559 | 82.57 | 1,278,000 |
| TRIPADVISOR INC | COM | 41,754 | 41,754 | New | 697,300 |
| COGENT COMM GROUP INC | COM NEW | 41,112 | New | 1,415,208 | |
| NXP SEMICONDUCTORS N V | COM | 34,035 | 34,035 | New | 1,127,000 |
| MERCADOLIBRE INC | COM | 32,307 | 32,307 | New | 258,000 |
| ALCATEL-LUCENT | SPONSORED ADR | 28,827 | New | 18,718,967 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 26,355 | -10,719 | (28.91) | 1,298,905 |
| VMWARE INC | CL A COM | 23,882 | 23,882 | New | 302,500 |
| QUALCOMM INC | COM | 23,573 | 23,573 | New | 353,901 |
| CITRIX SYS INC | COM | 22,258 | 22,258 | New | 333,000 |
| ON SEMICONDUCTOR CORP | COM | 20,319 | 20,319 | New | 2,457,000 |
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