JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 46
New Positions 18
Increased Positions 22
Decreased Positions 22
Positions with Activity 44
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,550

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%
Conglomerates
Consumer Cyclical 3.61%
Consumer/Non-Cyclical
Energy
Financial 2.75%
Healthcare
Services 46.21%
Technology 28.78%
Transportation
Utilities

22 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 106,153 -869 (0.81) 1,314,182
MERCADOLIBRE INC COM 105,727 -32,829 (23.69) 813,284
MOODYS CORP COM 82,619 -37,122 (31) 791,366
TABLEAU SOFTWARE INC CL A 73,454 -47,102 (39.07) 772,630
VIPSHOP HLDGS LTD SPONSORED ADR 71,981 -46,702 (39.35) 2,490,686
ALIBABA GROUP HLDG LTD SPONSORED ADS 50,173 -23,701 (32.08) 612,610
LINKEDIN CORP COM CL A 35,973 -61,226 (62.99) 141,764
BROADCOM CORP CL A 34,717 -9,571 (21.61) 796,436
MELCO CROWN ENTMT LTD ADR 32,626 -16,963 (34.21) 1,480,979
SBA COMMUNICATIONS CORP COM 31,794 -15,328 (32.53) 265,506
COGENT COMMUNICATIONS HLDGS IN COM NEW 27,367 -24,475 (47.21) 807,523
QIHOO 360 TECHNOLOGY CO LTD ADS 16,820 -41,987 (71.4) 284,885
CHANNELADVISOR CORP COM 7,325 -1,891 (20.52) 665,304
ACTIVISION BLIZZARD INC COM -80,908 Sold Out 0
DISH NETWORK CORP CL A -63,604 Sold Out 0
GRUPO TELEVISA SA SPON ADR REP ORD -11,495 Sold Out 0
IAC INTERACTIVECORP COM PAR $.001 -10,511 Sold Out 0
JD COM INC SPON ADR CL A -43,677 Sold Out 0
NETFLIX INC COM -118,311 Sold Out 0
RACKSPACE HOSTING INC COM -39,801 Sold Out 0


Create your free portfolio