JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 50
New Positions 13
Increased Positions 23
Decreased Positions 27
Positions with Activity 50
Sold Out Positions 18
Total Mkt Value (in $ millions) 1,568

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

Sector Weighting

Basic Materials
Capital Goods 2.69%
Conglomerates
Consumer Cyclical 3.01%
Consumer/Non-Cyclical
Energy
Financial 1.47%
Healthcare
Services 35.16%
Technology 26.36%
Transportation
Utilities

50 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JD COM INC SPON ADR CL A 152,846 152,846 New 4,392,117
SOTHEBYS COM 105,508 51,261 94.49 2,319,885
VIPSHOP HLDGS LTD SPONSORED ADR 99,379 39,079 64.81 4,104,856
TABLEAU SOFTWARE INC CL A 85,607 -1,623 (1.86) 758,256
AMAZON COM INC COM 81,457 1,293 1.61 189,000
CRITEO S A SPONS ADS 79,637 4,467 5.94 1,686,508
MADISON SQUARE GARDEN CO CL A 71,801 40,413 128.75 845,614
FACEBOOK INC CL A 67,473 -38,246 (36.18) 838,752
ZENDESK INC COM 63,478 52,945 502.67 2,843,997
LAS VEGAS SANDS CORP COM 57,193 57,193 New 1,122,531
ENDURANCE INTL GROUP HLDGS INC COM 52,230 35,910 220.04 2,560,285
QUNAR CAYMAN IS LTD SPNS ADR CL B 48,291 48,291 New 1,049,352
YY INC ADS REPCOM CLA 48,216 48,216 New 735,666
BRUNSWICK CORP COM 47,165 -5,072 (9.71) 929,355
MERCADOLIBRE INC COM 47,005 -69,303 (59.59) 328,684
ON SEMICONDUCTOR CORP COM 45,073 12,619 38.88 3,472,467
INFINERA CORPORATION COM 43,419 36,003 485.51 2,082,426
ZEBRA TECHNOLOGIES CORP CL A 42,170 42,170 New 369,621
VIMPELCOM LTD SPONSORED ADR 39,736 -2,660 (6.27) 6,317,275
PALO ALTO NETWORKS INC COM 38,755 38,755 New 230,000


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