JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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