JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 43
New Positions 11
Increased Positions 20
Decreased Positions 21
Positions with Activity 41
Sold Out Positions 17
Total Mkt Value (in $ millions) 1,285

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

Sector Weighting

Basic Materials
Capital Goods 3.5%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 36.53%
Technology 26.97%
Transportation
Utilities

43 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 122,769 122,769 New 807,000
AMAZON COM INC COM 97,904 New 189,000
JD COM INC SPON ADR CL A 95,786 -21,791 (18.53) 3,578,117
SOTHEBYS COM 83,145 New 2,319,885
CRITEO S A SPONS ADS 80,429 7,741 10.65 1,866,105
FACEBOOK INC CL A 79,426 3,091 4.05 872,720
NETFLIX INC COM 76,577 76,577 New 651,000
ZENDESK INC COM 70,176 12,044 20.72 3,433,247
LEVEL 3 COMMUNICATIONS INC COM NEW 66,122 66,122 New 1,457,389
ZEBRA TECHNOLOGIES CORP CL A 44,938 14,104 45.74 538,697
QUNAR CAYMAN IS LTD SPNS ADR CL B 43,015 6,886 19.06 1,249,352
ON SEMICONDUCTOR CORP COM 41,481 7,173 20.91 4,198,467
PROOFPOINT INC COM 41,270 24,306 143.28 727,740
VIMPELCOM LTD SPONSORED ADR 40,395 11,082 37.81 8,705,715
DISH NETWORK CORP CL A 37,680 37,680 New 632,000
PINNACLE ENTMT INC COM 37,638 37,638 New 988,400
ENDURANCE INTL GROUP HLDGS INC COM 36,218 -3,595 (9.03) 2,329,112
ARRIS GROUP INC NEW COM 31,353 31,353 New 1,169,000
INFINERA CORPORATION COM 29,874 -16,544 (35.64) 1,340,224
TABLEAU SOFTWARE INC CL A 29,270 -44,402 (60.27) 301,256