JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 32
New Positions 11
Increased Positions 18
Decreased Positions 13
Positions with Activity 31
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,480

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.95%
Healthcare
Services 49.4%
Technology 41.49%
Transportation
Utilities

32 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MOODYS CORP COM 155,708 13,154 9.23 1,759,411
YAHOO INC COM 134,209 17,395 14.89 3,842,223
WEBMD HEALTH CORP COM 127,735 81,902 178.70 2,485,597
FACEBOOK INC CL A 111,009 -59,267 (34.81) 1,711,168
TRIPADVISOR INC COM 98,351 98,351 New 951,631
HERTZ GLOBAL HOLDINGS INC COM 96,252 96,252 New 3,372,517
SBA COMMUNICATIONS CORP COM 90,238 2,620 2.99 866,506
QIHOO 360 TECHNOLOGY CO LTD ADS 77,137 -8,975 (10.42) 885,916
VIPSHOP HLDGS LTD SPONSORED ADR 75,800 75,800 New 405,000
BLACKBERRY LTD COM 69,762 -7,053 (9.18) 6,108,713
PANDORA MEDIA INC COM 68,145 41,747 158.15 2,604,914
COGENT COMMUNICATIONS HLDGS IN COM NEW 66,567 9,400 16.44 1,947,543
MERCADOLIBRE INC COM 50,357 44,941 829.80 555,696
58 COM INC SPON ADR REP A 44,793 44,793 New 894,252
BANKRATE INC DEL COM 43,624 43,624 New 2,481,484
MELCO CROWN ENTMT LTD ADR 40,384 -27,833 (40.8) 1,205,842
NCR CORP NEW COM 34,379 34,379 New 1,026,238
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 32,673 32,673 New 1,007,181
TABLEAU SOFTWARE INC CL A 31,212 31,212 New 512,000
CHANNELADVISOR CORP COM 15,263 15,263 New 659,036


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