JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 43
New Positions 11
Increased Positions 20
Decreased Positions 21
Positions with Activity 41
Sold Out Positions 17
Total Mkt Value (in $ millions) 1,283

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

Sector Weighting

Basic Materials
Capital Goods 3.51%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 36.54%
Technology 26.86%
Transportation
Utilities

41 Activity Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 122,712 122,712 New 807,000
JD COM INC SPON ADR CL A 96,967 -22,059 (18.53) 3,578,117
CRITEO S A SPONS ADS 81,362 7,830 10.65 1,866,105
FACEBOOK INC CL A 78,309 3,048 4.05 872,720
NETFLIX INC COM 76,597 76,597 New 651,000
ZENDESK INC COM 70,141 12,038 20.72 3,433,247
LEVEL 3 COMMUNICATIONS INC COM NEW 66,646 66,646 New 1,457,389
ZEBRA TECHNOLOGIES CORP CL A 45,089 14,152 45.74 538,697
QUNAR CAYMAN IS LTD SPNS ADR CL B 42,216 6,758 19.06 1,249,352
PROOFPOINT INC COM 41,510 24,447 143.28 727,740
VIMPELCOM LTD SPONSORED ADR 41,178 11,297 37.81 8,705,715
ON SEMICONDUCTOR CORP COM 41,103 7,108 20.91 4,198,467
DISH NETWORK CORP CL A 37,358 37,358 New 632,000
PINNACLE ENTMT INC COM 37,223 37,223 New 988,400
ENDURANCE INTL GROUP HLDGS INC COM 36,194 -3,592 (9.03) 2,329,112
ARRIS GROUP INC NEW COM 30,780 30,780 New 1,169,000
INFINERA CORPORATION COM 30,168 -16,707 (35.64) 1,340,224
TABLEAU SOFTWARE INC CL A 29,321 -44,480 (60.27) 301,256
GOGO INC COM 28,571 28,571 New 1,843,278
MOMO INC ADR 18,961 15,167 399.80 1,541,532


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