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) 1,491

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 2.96%
Healthcare
Services 49.44%
Technology 41.44%
Transportation
Utilities

31 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MOODYS CORP COM 156,904 13,255 9.23 1,759,411
YAHOO INC COM 136,130 17,644 14.89 3,842,223
WEBMD HEALTH CORP COM 127,586 81,807 178.70 2,485,597
FACEBOOK INC CL A 113,519 -60,608 (34.81) 1,711,168
TRIPADVISOR INC COM 99,712 99,712 New 951,631
HERTZ GLOBAL HOLDINGS INC COM 96,791 96,791 New 3,372,517
SBA COMMUNICATIONS CORP COM 89,805 2,607 2.99 866,506
QIHOO 360 TECHNOLOGY CO LTD ADS 78,102 -9,087 (10.42) 885,916
VIPSHOP HLDGS LTD SPONSORED ADR 77,493 77,493 New 405,000
BLACKBERRY LTD COM 70,311 -7,109 (9.18) 6,108,713
PANDORA MEDIA INC COM 68,275 41,827 158.15 2,604,914
COGENT COMMUNICATIONS HLDGS IN COM NEW 66,431 9,380 16.44 1,947,543
MERCADOLIBRE INC COM 50,224 44,822 829.80 555,696
58 COM INC SPON ADR REP A 44,713 44,713 New 894,252
BANKRATE INC DEL COM 44,071 44,071 New 2,481,484
MELCO CROWN ENTMT LTD ADR 39,781 -27,417 (40.8) 1,205,842
NCR CORP NEW COM 34,092 34,092 New 1,026,238
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 32,774 32,774 New 1,007,181
TABLEAU SOFTWARE INC CL A 31,242 31,242 New 512,000
CHANNELADVISOR CORP COM 15,962 15,962 New 659,036


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