JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 33
New Positions 10
Increased Positions 18
Decreased Positions 14
Positions with Activity 32
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,681

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

Sector Weighting

Basic Materials
Capital Goods 0.1%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.89%
Healthcare
Services 38.07%
Technology 42.92%
Transportation
Utilities

33 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MOODYS CORP COM 133,630 -33,532 (20.06) 1,406,479
ACTIVISION BLIZZARD INC COM 120,482 120,482 New 5,151,000
MERCADOLIBRE INC COM 118,444 54,633 85.62 1,031,471
WEBMD HEALTH CORP COM 118,066 New 2,485,597
TIME WARNER CABLE INC COM 108,017 108,017 New 700,000
TABLEAU SOFTWARE INC CL A 104,698 65,192 165.02 1,356,895
QIHOO 360 TECHNOLOGY CO LTD ADS 98,901 28,276 40.04 1,240,607
FACEBOOK INC CL A 94,658 -37,923 (28.6) 1,221,712
MELCO CROWN ENTMT LTD ADR 80,391 46,929 140.25 2,896,980
TRIPADVISOR INC COM 78,945 -15,571 (16.47) 794,858
TWITTER INC COM 77,227 77,227 New 1,481,993
COGENT COMMUNICATIONS HLDGS IN COM NEW 70,884 5,680 8.71 2,117,207
SIRIUS XM HLDGS INC COM 65,973 65,973 New 18,300,438
NETFLIX INC COM 65,764 65,764 New 138,000
SBA COMMUNICATIONS CORP COM 55,611 -41,637 (42.82) 495,506
BANKRATE INC DEL COM 48,640 14,346 41.83 3,519,511
BAIDU INC SPON ADR REP A 42,010 42,010 New 192,743
58 COM INC SPON ADR REP A 37,594 2,414 6.86 955,611
TIME INC NEW COM 34,983 34,983 New 1,469,243
BLACKBERRY LTD COM 30,291 -35,622 (54.04) 2,807,341


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