JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 46
New Positions 18
Increased Positions 22
Decreased Positions 22
Positions with Activity 44
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,544

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 3.36%
Consumer/Non-Cyclical
Energy
Financial 2.78%
Healthcare
Services 46.24%
Technology 29.15%
Transportation
Utilities

46 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MERCADOLIBRE INC COM 121,334 -37,675 (23.69) 813,284
FACEBOOK INC CL A 101,928 -834 (0.81) 1,314,182
MOODYS CORP COM 85,657 -38,488 (31) 791,366
AMAZON COM INC COM 78,341 78,341 New 186,000
TABLEAU SOFTWARE INC CL A 75,154 -48,192 (39.07) 772,630
CRITEO S A SPONS ADS 69,248 15,349 28.48 1,591,903
VIPSHOP HLDGS LTD SPONSORED ADR 69,241 -44,924 (39.35) 2,490,686
TIME WARNER CABLE INC COM 63,373 63,373 New 404,552
YAHOO INC COM 55,961 34,522 161.03 1,354,982
BRUNSWICK CORP COM 51,845 51,845 New 1,029,287
SOTHEBYS COM 51,063 51,063 New 1,192,785
TIM PARTICIPACOES S A SPONSORED ADR 49,876 49,876 New 3,215,730
FLEETCOR TECHNOLOGIES INC COM 49,176 49,176 New 318,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 48,727 -23,018 (32.08) 612,610
BANKRATE INC DEL COM 42,903 New 3,519,511
FIREEYE INC COM 41,904 41,904 New 1,033,654
APPLIED MATLS INC COM 39,524 39,524 New 2,041,509
VIMPELCOM LTD SPONSORED ADR 35,992 4,251 13.39 6,740,161
BROADCOM CORP CL A 35,760 -9,858 (21.61) 796,436
HERTZ GLOBAL HOLDINGS INC COM 32,070 32,070 New 1,510,611