JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 33
New Positions 10
Increased Positions 18
Decreased Positions 14
Positions with Activity 32
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,659

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

Sector Weighting

Basic Materials
Capital Goods 0.1%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.98%
Healthcare
Services 38.24%
Technology 43.93%
Transportation
Utilities

14 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MOODYS CORP COM 130,423 -32,727 (20.06) 1,406,479
FACEBOOK INC CL A 90,230 -36,149 (28.6) 1,221,712
TRIPADVISOR INC COM 78,985 -15,579 (16.47) 794,858
SBA COMMUNICATIONS CORP COM 54,838 -41,059 (42.82) 495,506
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 31,376 -3,281 (9.47) 911,819
BLACKBERRY LTD COM 28,803 -33,872 (54.04) 2,807,341
BLUCORA INC COM -4,954 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -101,884 Sold Out 0
NCR CORP NEW COM -34,636 Sold Out 0
PANDORA MEDIA INC COM -69,499 Sold Out 0
ROCKET FUEL INC COM -2,532 Sold Out 0
T-MOBILE US INC COM -6,993 Sold Out 0
VIPSHOP HLDGS LTD SPONSORED ADR -84,629 Sold Out 0
YAHOO INC COM -147,196 Sold Out 0