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) 1,497

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 2.9%
Healthcare
Services 49.55%
Technology 41.33%
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 160,282 13,540 9.23 1,759,411
YAHOO INC COM 129,099 16,733 14.89 3,842,223
WEBMD HEALTH CORP COM 124,379 79,751 178.70 2,485,597
FACEBOOK INC CL A 118,533 -63,284 (34.81) 1,711,168
TRIPADVISOR INC COM 99,131 99,131 New 951,631
HERTZ GLOBAL HOLDINGS INC COM 97,128 97,128 New 3,372,517
SBA COMMUNICATIONS CORP COM 90,411 2,625 2.99 866,506
VIPSHOP HLDGS LTD SPONSORED ADR 85,641 85,641 New 405,000
QIHOO 360 TECHNOLOGY CO LTD ADS 84,197 -9,796 (10.42) 885,916
PANDORA MEDIA INC COM 71,166 43,598 158.15 2,604,914
COGENT COMMUNICATIONS HLDGS IN COM NEW 67,950 9,595 16.44 1,947,543
BLACKBERRY LTD COM 60,598 -6,127 (9.18) 6,108,713
MERCADOLIBRE INC COM 49,718 44,371 829.80 555,696
58 COM INC SPON ADR REP A 46,868 46,868 New 894,252
BANKRATE INC DEL COM 43,401 43,401 New 2,481,484
MELCO CROWN ENTMT LTD ADR 39,274 -27,068 (40.8) 1,205,842
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 33,559 33,559 New 1,007,181
NCR CORP NEW COM 32,870 32,870 New 1,026,238
TABLEAU SOFTWARE INC CL A 31,549 31,549 New 512,000
CHANNELADVISOR CORP COM 14,736 14,736 New 659,036


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