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) 1,655

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 2.69%
Healthcare
Services 33.47%
Technology 37.4%
Transportation
Utilities

17 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MOODYS CORP COM 112,733 -25,510 (18.45) 1,146,945
TABLEAU SOFTWARE INC CL A 112,555 -7,883 (6.55) 1,268,078
ACTIVISION BLIZZARD INC COM 72,198 -32,625 (31.12) 3,547,816
QIHOO 360 TECHNOLOGY CO LTD ADS 61,227 -15,033 (19.71) 996,041
MELCO CROWN ENTMT LTD ADR 55,847 -16,027 (22.3) 2,250,979
COGENT COMMUNICATIONS HLDGS IN COM NEW 53,494 -20,544 (27.75) 1,529,722
SBA COMMUNICATIONS CORP COM 44,572 -11,554 (20.59) 393,506
58 COM INC SPON ADR REP A -39,696 Sold Out 0
BAIDU INC SPON ADR REP A -44,520 Sold Out 0
BLACKBERRY LTD COM -29,954 Sold Out 0
INTERNATIONAL GAME TECHNOLOGY COM -21,643 Sold Out 0
SIRIUS XM HLDGS INC COM -63,777 Sold Out 0
TIME INC NEW COM -35,409 Sold Out 0
TIME WARNER CABLE INC COM -105,805 Sold Out 0
TRIPADVISOR INC COM -60,520 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -31,595 Sold Out 0
WEBMD HEALTH CORP COM -97,087 Sold Out 0


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