JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 39
New Positions 14
Increased Positions 20
Decreased Positions 17
Positions with Activity 37
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,651

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

Sector Weighting

Basic Materials
Capital Goods 3.28%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.67%
Healthcare
Services 33.49%
Technology 37.28%
Transportation
Utilities

37 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MERCADOLIBRE INC COM 136,957 4,413 3.33 1,065,817
TABLEAU SOFTWARE INC CL A 111,667 -7,821 (6.55) 1,268,078
MOODYS CORP COM 111,288 -25,183 (18.45) 1,146,945
FACEBOOK INC CL A 105,836 8,246 8.45 1,324,940
ALIBABA GROUP HLDG LTD SPONSORED ADS 99,806 99,806 New 902,000
LINKEDIN CORP COM CL A 89,867 61,010 211.42 383,050
VIPSHOP HLDGS LTD SPONSORED ADR 84,721 84,721 New 4,106,670
ACTIVISION BLIZZARD INC COM 71,843 -32,464 (31.12) 3,547,816
NETFLIX INC COM 70,405 23,468 50 207,000
DISH NETWORK CORP CL A 66,686 66,686 New 918,408
TWITTER INC COM 61,115 6,163 11.22 1,648,206
PETSMART INC COM 59,356 59,356 New 730,000
QIHOO 360 TECHNOLOGY CO LTD ADS 58,627 -14,395 (19.71) 996,041
ZEBRA TECHNOLOGIES CORP CL A 54,094 52,390 3,074.26 692,623
MELCO CROWN ENTMT LTD ADR 53,866 -15,459 (22.3) 2,250,979
COGENT COMMUNICATIONS HLDGS IN COM NEW 53,601 -20,585 (27.75) 1,529,722
CRITEO S A SPONS ADS 49,401 49,401 New 1,239,056
SBA COMMUNICATIONS CORP COM 44,525 -11,541 (20.59) 393,506
BROADCOM CORP CL A 43,546 43,546 New 1,016,000
RACKSPACE HOSTING INC COM 36,276 36,276 New 764,671


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